E-Valuator Growth (70%-85%) RMS Fund R4 Class Shares EVGRX
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.
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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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EVGLX
| E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | No Load | Open | $242.59M | 0.830% | Above Average | $10,000 | −$10.63M | |||
EVGRX
| E-Valuator Growth (70%-85%) RMS Fund R4 Class Shares | Retirement, Medium | Open | $16.61M | 1.230% | Average | $10,000 | −$21.26M |