EVFGX Mutual Fund
EVFGX Mutual Fund
The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4
EVFGX Mutual Fund Overview
EVFGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4) is managed by E-Valuator funds with $11.3M in net assets. EVFGX expense ratio is 1.22%, holding 66 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-26.
EVFGX performance shows a YTD return of 13.78%. The 1-year return is 25.37% and the 5-year return is 8.85%. EVFGX dividend yield stands at 17.04%, paid semi-annually.
EVFGX top holdings include New Perspective Fund, Class R-6 (5.2%), Wisdomtree Emg Mkt Eq Incm Etf Fund (3.8%), Invesco Nasdaq Next Gen 100 ETF (3.5%), Vanguard Strategic Equity Fund (3.4%), Vanguard Russell 2000 Growth (3.3%). View all EVFGX holdings, sector breakdown, or dividend history.
EVFGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVFGX alternatives are available via the screener, along with tax-loss harvesting opportunities.