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E-Valuator Agrsv Gr (85%-99%) RMS R4 EVFGX

Quantitative rating as of
NAV / 1-Day Return
10.96  /  0.90 %
Total Assets
153.3 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.210%
Distribution Fee Level
Below Average
Share Class Type
Retirement, Medium
Category
Allocation—85%+ Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.99%
Turnover
231%

Morningstar’s Analysis EVFGX

Will EVFGX 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 Agrsv Gr (85%-99%) 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 second-highest quintile among peers.

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