A middling People rating and a subpar Parent Pillar limit E-Valuator Cnsv (15%-30%) RMS R4 to a Morningstar Quantitative Rating of Neutral. 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.
NAV / 1-Day Return
9.33 / 0.21 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Limited
Morningstar’s Analysis EVFCX
Will EVFCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.