E-Valuator Growth (70%-85%) RMS Fund Service Class Shares EVGLX

Morningstar Medalist Rating

Strategy

The investment seeks to provide growth of principal but will at times seek to provide both growth of principal and 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 15%-30% 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 70%-85% 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.

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
EVGLX
E-Valuator Growth (70%-85%) RMS Fund Service Class SharesNo LoadOpen $242.59M0.830%Above Average$10,000−$10.63M
EVGRX
E-Valuator Growth (70%-85%) RMS Fund R4 Class SharesRetirement, MediumOpen $16.61M1.230%Average$10,000−$21.26M

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