EVFGX Mutual Fund (The E-Valuator Enhanced Growth (85%-99%) RMS Fund Class R4) is managed by E-Valuator funds with $12.0M in net assets. EVFGX expense ratio is 1.22%, holding 64 positions across sectors including Unknown, Financials, Materials. Inception date: 2016-05-26.

EVFGX performance shows a YTD return of 8.76%. 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 (6.5%), SPDR Global Dow ETF (5.9%), First Trust Us Equity Opportunities Etf (4.0%), Vanguard Strategic Equity Fund (3.9%), Wisdomtree Emg Mkt Eq Incm Etf Fund (3.7%). 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.