Morningstar

E-Valuator Enhanced Growth (85%-99%) RMS Fund R4 Class Shares EVFGX

Medalist Rating as of Aug 31, 2026 See E-Valuator Investment Hub

Strategy

The investment seeks to provide growth of principal within the stated asset allocation range. The fund invests in the securities of other unaffiliated investment companies, including open-end funds, exchange-traded funds ("ETFs") and closed-end funds. It will allocate 1%-15% of its assets into a variety of underlying funds that focus on investments in fixed income securities (e.g., money markets and bonds) that possess varying qualities of credit and duration. The remaining 85%-99% of the fund's assets will be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EVAGX	E-Valuator Enhanced Growth (85%-99%) RMS Fund Service Class Shares	No Load	Open			May 26, 2016	$257.03M	0.820%	Average	$10,000	$19.66M
EVFGX	E-Valuator Enhanced Growth (85%-99%) RMS Fund R4 Class Shares	Retirement, Medium	Open			May 26, 2016	$8.52M	1.220%	Average	$10,000	−$7.32M

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