Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
E-Valuator Mutual Funds
View all of E-Valuator’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
E-Valuator Funds List
Share Class Type
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| E-Valuator Agrsv Gr (85%-99%) RMS R4 | EVFGX | Aggressive Allocation | 8.34% | 52 | 1.210% | Below Average | Retirement, Medium | $10,000 | ||
| E-Valuator Agrsv Gr (85%-99%)RMS Service | EVAGX | Aggressive Allocation | 8.44% | 48 | 0.810% | Average | No Load | $10,000 | ||
| E-Valuator Cnsv (15%-30%) RMS Service | EVCLX | Moderately Conservative Allocation | 2.55% | 84 | 0.980% | High | No Load | $10,000 | ||
| E-Valuator Growth (70%-85%) RMS Service | EVGLX | Moderately Aggressive Allocation | 7.33% | 48 | 0.820% | Average | No Load | $10,000 | ||
| E-Valuator Very Cnsrv(0%-15%)RMS Service | EVVLX | Conservative Allocation | 0.75% | 87 | 1.110% | High | No Load | $10,000 | ||
| E-Valuator Cnsrv/Mod (30%-50%) RMS R4 | EVFTX | Moderate Allocation | 3.69% | 90 | 1.470% | High | Retirement, Medium | $10,000 | ||
| E-Valuator Cnsrv/Mod(30%-50%)RMS Service | EVTTX | Moderate Allocation | 3.88% | 89 | 1.090% | High | No Load | $10,000 | ||
| E-Valuator Cnsv (15%-30%) RMS R4 | EVFCX | Moderately Conservative Allocation | 2.43% | 86 | 1.370% | High | Retirement, Medium | $10,000 | ||
| E-Valuator Growth (70%-85%) RMS R4 | EVGRX | Moderately Aggressive Allocation | 7.18% | 56 | 1.220% | Average | Retirement, Medium | $10,000 | ||
| E-Valuator Moderate (50%-70%) RMS R4 | EVFMX | Moderate Allocation | 5.63% | 57 | 1.240% | Average | Retirement, Medium | $10,000 | ||
| E-Valuator Moderate (50%-70%)RMS Service | EVMLX | Moderate Allocation | 5.83% | 52 | 0.850% | Average | No Load | $10,000 | ||
| E-Valuator Very Cnsrv (0%-15%) RMS R4 | EVVCX | Conservative Allocation | 0.63% | 90 | 1.480% | High | Retirement, Medium | $10,000 |
E-Valuator Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank