E-Valuator

With an average asset-weighted tenure of eight years among the longest-tenured managers at E-Valuator, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. The firm has not had a durable product lineup. Specifically, its five-year success ratio demonstrates that only 0% of products both survived and beat their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. E-Valuator has presented a reliable and stable portfolio management culture over the past five years, as evidenced by lower-than-average turnover, strengthening the assessment of the firm's stewardship.