EVFMX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Class R4) is managed by E-Valuator funds with $25.9M in net assets. EVFMX expense ratio is 1.25%, holding 73 positions across sectors including Unknown, Financials, Materials. Inception date: 2016-05-26.

EVFMX performance shows a YTD return of 6.22%. The 1-year return is 19.12% and the 5-year return is 6.50%. EVFMX dividend yield stands at 8.32%, paid semi-annually.

EVFMX top holdings include New Perspective Fund, Class R-6 (4.2%), Ishares Convertible Bond ETF (4.0%), SPDR Global Dow ETF (3.6%), Eaton Vance Total Return Bond ETF - Class USD INC (3.4%), Dodge & Cox Global Bond (2.9%). View all EVFMX holdings, sector breakdown, or dividend history.

EVFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EVFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.