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E-Valuator Cnsv (15%-30%) RMS R4 EVFCX

Quantitative rating as of
NAV / 1-Day Return
9.33  /  0.21 %
Total Assets
57.1 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.370%
Distribution Fee Level
High
Share Class Type
Retirement, Medium
Category
Allocation—30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.96%
Turnover
296%

Morningstar’s Analysis EVFCX

Will EVFCX outperform in future?

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

Summary

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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.

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