E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class EVFTX
Strategy
The investment seeks to provide both growth of principal and income but will at times focus primarily on providing income within the stated asset allocation range. The fund invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 50%-70% of its assets into a variety of underlying funds that focus on investments in debt that possess varying qualities of credit and duration. The remaining 30%-50% of the fund's assets will generally be allocated to underlying funds that invest in equities that have the potential of providing dividends and growth on an annual basis.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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EVTTX
| E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class | No Load | Open | $31.24M | 1.080% | High | $10,000 | $5.36M | |||
EVFTX
| E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class | Retirement, Medium | Open | $3.56M | 1.460% | High | $10,000 | −$5.30M |