EVVLX Mutual Fund (The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class) is managed by E-Valuator funds with $14.8M in net assets. EVVLX expense ratio is 1.09%, holding 71 positions across sectors including Unknown, Financials, Materials. Inception date: 2016-05-26.

EVVLX performance shows a YTD return of 1.24%. The 1-year return is 8.51% and the 5-year return is 2.85%. EVVLX dividend yield stands at 3.57%, paid semi-annually.

EVVLX top holdings include Ishares Convertible Bond ETF (11.0%), Eaton Vance Total Return Bond ETF - Class USD INC (7.0%), Vanguard Intermediate-Term B (7.0%), Vanguard Intermediate-term Corporate Bond ETF (6.0%), Dodge & Cox Global Bond (5.8%). View all EVVLX holdings, sector breakdown, or dividend history.

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