EVMLX Mutual Fund (The E-Valuator Moderate (50%-70%) RMS Fund Service Class) is managed by E-Valuator funds with $129.6M in net assets. EVMLX expense ratio is 0.86%, holding 73 positions across sectors including Unknown, Financials, Materials. Inception date: 2016-05-26.

EVMLX performance shows a YTD return of 6.31%. The 1-year return is 19.58% and the 5-year return is 6.93%. EVMLX dividend yield stands at 8.69%, paid semi-annually.

EVMLX 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 EVMLX holdings, sector breakdown, or dividend history.

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