Morningstar

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 Mutual Funds List

1 to 12 of 12 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service ClassEVTTXModerately Conservative Allocation
6.01%181.080%HighNo Load$10,000
E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class SharesEVAGXAggressive Allocation
11.03%260.820%AverageNo Load$10,000
E-Valuator Conservative (15%-30%) RMS Fund R4 ClassEVFCXConservative Allocation
3.34%281.400%HighRetirement, Medium$10,000
E-Valuator Conservative (15%-30%) RMS Fund Service ClassEVCLXConservative Allocation
3.68%221.020%HighNo Load$10,000
E-Valuator Enhanced Growth (85%-99%) RMS Fund R4 Class SharesEVFGXAggressive Allocation
10.71%331.220%AverageRetirement, Medium$10,000
E-Valuator Growth (70%-85%) RMS Fund Service Class SharesEVGLXModerately Aggressive Allocation
9.75%440.830%Above AverageNo Load$10,000
E-Valuator Moderate (50%-70%) RMS Fund Service Class SharesEVMLXModerate Allocation
8.16%260.860%Above AverageNo Load$10,000
E-Valuator Moderate (50%-70%) RMS Fund R4 Class SharesEVFMXModerate Allocation
7.74%331.250%Above AverageRetirement, Medium$10,000
E-Valuator Growth (70%-85%) RMS Fund R4 Class SharesEVGRXModerately Aggressive Allocation
9.42%571.230%AverageRetirement, Medium$10,000
E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 ClassEVFTXModerately Conservative Allocation
5.73%221.460%HighRetirement, Medium$10,000
E-Valuator Very Conservative (0%-15%) RMS Fund R4 ClassEVVCXConservative Allocation
1.61%721.460%HighRetirement, Medium$10,000
E-Valuator Very Conservative (0%-15%) RMS Fund Service ClassEVVLXConservative Allocation
1.87%641.090%HighNo Load$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center