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Overview

We Believe Investing Should Be Easy

The E-Valuator Risk Managed Strategy (RMS) Funds make investing easy for Investors by providing 6 distinctly different investment options spanning the efficient frontier spectrum of risk management from Very Conservative to Enhanced Growth.  Investors simply need to identify their personal level of acceptable volatility (risk) exposure, then invest accordingly in the RMS Fund(s) matching their tolerance level.

We Believe In a Systematic Approach to Intelligent Investing

We manage The E-Valuator Risk Managed Strategy (RMS) Funds with a disciplined, pragmatic approach seeking to maximize performance within a stated range of volatility, as measured by standard deviation. Our Meticulous Asset Allocation Process (MAAP) provides the guidance in the form of a “road map” through the asset allocation and diversification process.

We Strive To Simplify the Process

The E-Valuator Risk Managed Strategy (RMS) Funds were created to simplify a comprehensive asset management process, without sacrificing performance. Accordingly, each of The E-Valuator RMS Funds contains a complete asset management program packaged into an open-end mutual fund.

Downloads

 
Performance Report
 
Quarterly Commentary

As Seen In

The E-Valuator RMS Funds Are Not Typical Mutual Funds

The E-Valuator Software

The E-Valuator software systematically selects, monitors, and replaces (as needed) the underlying investments, i.e. ETF’s and open-end mutual funds.

M.A.A.P.

Meticulous Asset Allocation Process.  Establishes the “road map” for diversifying and allocating assets in a pragmatic, methodical manner.

Optimized for Return

Seeking to maximize performance at varying levels of risk along the efficient frontier while utilizing both Passive Management and Active Management.

Rebalancing

Underlying investments are rebalanced when their pro-rata balance of the Fund differs by +/-10% from their original allocation percentage.

Replacement

These fund-of-funds investments continually monitor, identify, and replace underlying investments whenever performance lags below the criteria set by the E-Valuator software.

Tax Harvesting

Proactively replace a lagging investment to potentially help reduce your taxable income.

NEWS & INSIGHTS
August 11, 2026Earnings juggernaut Profits continued to improve as earnings season entered its final stretch, with analysts now expecting the strongest growth rate since the second quarter of 2021. Second-quarter net income is expected to rise an average of 50.4% for companies in the S&P 500, based on reports already released as of Friday and forecasts for the relatively small number of firms that hadn’t yet reported, according to FactSet. In contrast, the projected earnings growth rate at the end of June was just 23.1%. Rate hike outlook In the wake of Friday’s weak jobs report, bond market trading reflected declining expectations for a U.S. interest rate increase at the mid-September U.S. Federal Reserve meeting. Friday’s trading in rate futures markets implied a roughly 42% probability that the Fed would lift its benchmark rate by a quarter-point, with a 58% prospect of the rate staying unchanged, according to CME FedWatch. Just a week earlier, prospects for a rate increase were at 67%.   Volatility eases An index that tracks investors’ expectations of short-term U.S. stock market volatility fell to the lowest level in seven months. The Cboe Volatility Index closed at 14.9 on Friday, down from a recent high of 20.7 reached on July 29.   CPI ahead A Consumer Price Index report scheduled for release on Wednesday will show whether a recent trend of moderating inflation extended into July. The most recent CPI report showed an annual rate of 3.5% in June—well below May’s figure of 4.2%, largely due to lower energy prices. Excluding energy and food prices, core inflation was 2.6% in June.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news       [...] Read more...
August 7, 2026Market Outlook: Key Themes Investors Are Watching in the Year Ahead Financial markets continue to navigate a complex environment shaped by evolving economic conditions, technological innovation, and global events. While uncertainty remains, investors may find opportunities by focusing on diversification, quality investments, and long-term strategies rather than reacting to short-term market swings. One of the biggest forces influencing today’s markets is the rapid expansion of artificial intelligence. As businesses continue investing in AI technologies, sectors tied to digital infrastructure, software, and innovation may benefit from long-term growth. However, not every company will experience the same success, making careful investment selection increasingly important. Interest rates also remain a major consideration. Although rates have stabilized compared to recent years, they are expected to stay higher than many investors became accustomed to during the previous decade. This environment creates new opportunities for income-producing investments while reinforcing the importance of balancing risk across a diversified portfolio. Global events—including geopolitical tensions, government spending, and inflation—continue to influence market performance. These factors may create periods of increased volatility, but they also highlight the value of maintaining a disciplined investment approach rather than attempting to time the market. For long-term investors, today’s environment reinforces several timeless principles: stay diversified, focus on quality investments, and regularly review your financial goals. While no one can predict exactly what markets will do next, maintaining a thoughtful strategy can help investors navigate changing economic conditions with greater confidence. Read Full Article: https://www.pgim.com/us/en/intermediary/insights/market-portfolio/outlooks [...] Read more...
August 6, 2026Which U.S. States Are Aging the Fastest? A Look at America’s Demographic Shift As the Baby Boomer generation continues to move into retirement, the age profile of the United States is changing rapidly. While every state is experiencing an increase in older residents, some are seeing much faster growth in their senior populations than others. States with strong retirement appeal, affordable living, or significant migration from older adults have experienced some of the largest increases in residents aged 65 and older over the past decade. In other cases, younger workers leaving rural communities have accelerated the aging of local populations. An aging population brings both opportunities and challenges. Communities may see increased demand for healthcare services, senior housing, transportation, and long-term care. At the same time, businesses and local governments may face workforce shortages as more experienced employees retire. Understanding these demographic trends is important for policymakers, employers, healthcare providers, and investors alike. Population changes influence everything from infrastructure planning and labor markets to housing demand and economic growth. Although some states already have a large percentage of older residents, others are aging more quickly because their senior population has grown at a faster rate in recent years. These shifting demographics will continue to shape state economies and communities for decades to come Read Full Article:  https://www.visualcapitalist.com/ranked-where-americas-fastest-aging-states/ [...] Read more...
August 4, 2026Earnings surge Earnings forecasts were sharply raised as the largest technology companies reported quarterly results and nearly two-thirds of S&P 500 companies had released their second-quarter numbers. As of Friday, analysts projected that earnings for S&P 500 companies rose an average 47.4% in the second quarter, up from a 38.0% forecast at the end of the previous week, according to FactSet. If the 47.4% gain holds up by the time earnings season concludes, it would mark the strongest quarterly growth rate in five years.   Historically high yields Concerns about long-term inflationary pressures boosted the yield of the 30-year U.S. Treasury above 5.20% on Wednesday afternoon, near its highest level since 2007. By Friday afternoon, the 30-year yield climbed further to 5.25% and the 10-year yield rose to 4.71%, the highest in more than a year and a half.   PCE inflation The U.S. Federal Reserve’s preferred inflation gauge showed price pressures moderating somewhat in June after climbing in the preceding month to the highest level in more than three years. Thursday’s Personal Consumer Expenditures Price Index report recorded an annual rate of 3.7% in June after reaching 4.1% in May. Excluding food and energy prices, June’s core PCE inflation was 3.3%.   Jobs ahead A labor market report due out on Friday will show whether June’s jobs growth slowdown extended into July. In June, job growth fell short of economists’ consensus expectations, marking a shift after gains exceeded consensus forecasts in the preceding three months. The economy generated 57,000 new jobs—roughly half the total that had been expected—and initial estimates of gains in April and May were revised downward.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news   [...] Read more...

Funds

Enhanced GrowthGrowthModerateConservative/ModerateConservativeVery Conservative
Download
Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet

Equity Allocation

85% – 99%70% – 85%50% – 70%30% – 50%15% – 30%0% – 15%

RMS Fund Objectives

PrimaryHigh GrowthGrowthGrowth & IncomeIncomeIncomeIncome
SecondaryIncomeIncomeGrowth & IncomeGrowthGrowthStability of Principal

Investor Suitability

Liquidation Target DateMore than 12 yrs.9 yrs. to 12 yrs.6 yrs. to 9 yrs.4 yrs. to 6 yrs.2 yrs. to 4 yrs.Less than 2 yrs.
Short-Term Loss ToleranceVery HighHighAcceptableModerateLowVery Low
Stock Market Risk ExposureSignificantAbove AverageAverageBelow AverageBelow AverageMinimal
Inflation Risk ExposureMinimalBelow AverageAverageAbove AverageAbove AverageSignificant

Std. Deviation Goal

3 yr. and/or 5 yr.9.5% – 13.5%8.0% – 11.0%5.5% – 8.5%4.0% – 6.5%2.5% – 5.0%1.0% – 3.5%

Ticker Symbols &
Summary Prospectuses

Service Share Class
EVAGX
EVGLX
EVMLX
EVTTX
EVCLX
EVVLX
R4 Share Class
EVFGX
EVGRX
EVFMX
EVFTX
EVFCX
EVVCX

RISK: There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from difference in generally accepted accounting in principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. These and other risks are described more fully in the fund’s prospectus. CREDIT RISK: The issuer of a fixed income security may not be able to make interest and principal payments when due. The lower the credit rating of a security, the greater the risk of default on its obligation.

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which may be obtained online or by calling 1-888-507-2798.

Please read the prospectus carefully before investing.

FOR THE INVESTOR, IT’S SIMPLE.

In essence, The E-Valuator Risk Managed Strategy Funds provide a cost-effective asset allocation service for its shareholders.

Kevin R. Miller
CEO Systelligence & Portfolio Manager
The E-Valuator Risk Managed Strategy Funds