EVGRX Mutual Fund (The E-Valuator Growth (70%-85%) RMS Fund Class R4) is managed by E-Valuator funds with $27.3M in net assets. EVGRX expense ratio is 1.23%, holding 71 positions across sectors including Unknown, Financials, Materials. Inception date: 2016-05-26.

EVGRX performance shows a YTD return of 7.27%. The 1-year return is 22.45% and the 5-year return is 7.81%. EVGRX dividend yield stands at 16.99%, paid semi-annually.

EVGRX top holdings include New Perspective Fund, Class R-6 (5.4%), SPDR Global Dow ETF (4.8%), Vanguard Us Momentum Fact (3.6%), Vanguard Total World Stock Index Fund ETF (3.0%), Invesco Nasdaq Next Gen 100 ETF (2.9%). View all EVGRX holdings, sector breakdown, or dividend history.

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