E-Valuator Conservative (15%-30%) RMS Fund R4 Class
EVFCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
E-Valuator funds
Manager/Tenure
(Years)
(Years)
Kevin R Miller (9)
Website
Address
8730 Stony Point Parkway, Suite 205
Richmond VA - 23235
Richmond VA - 23235
Country
United States
Phone Number
888-507-2798
Investment Strategy
The investment seeks to provide income but will at times seek growth and income within the stated asset allocation range. The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70%-85% 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. The remaining 15%-30% of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.