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E-Valuator Moderate (50%-70%) RMS R4 EVFMX

Quantitative rating as of
NAV / 1-Day Return
9.39  /  0.11 %
Total Assets
152.1 Mil
Adj. Expense Ratio
1.000%
Expense Ratio
1.240%
Distribution Fee Level
Average
Share Class Type
Retirement, Medium
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.34%
Turnover
272%

Morningstar’s Analysis EVFMX

Will EVFMX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit E-Valuator Moderate (50%-70%) 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-costliest quintile among peers.

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