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E-Valuator Growth (70%-85%) RMS R4 EVGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See E-Valuator Investment Hub

Morningstar’s Analysis EVGRX

Will EVGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EVGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

E-Valuator Growth(70%-85%) RMS R4's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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