E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares EVMLX

Morningstar Medalist Rating

Strategy

The investment seeks to provide both growth of principal and income but will at times focus primarily on providing growth of principal within the stated asset allocation range. The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30%-50% of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration and in 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
EVMLX
E-Valuator Moderate (50%-70%) RMS Fund Service Class SharesNo LoadOpen $125.75M0.860%Above Average$10,000−$6.56M
EVFMX
E-Valuator Moderate (50%-70%) RMS Fund R4 Class SharesRetirement, MediumOpen $18.20M1.250%Above Average$10,000−$18.06M

Sponsor Center