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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.

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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
September 2, 2026Baby steps The S&P 500, NASDAQ, and Dow posted fractional weekly gains, regaining ground from the previous week’s modest declines. Stocks traded in a narrow range for the third consecutive week following a four-day rally that began on July 30.   Shaky sentiment A monthly gauge of U.S. consumer sentiment fell amid continued worries about the inflation outlook. The University of Michigan reported on Friday that its Index of Consumer Sentiment fell to 51.7 in August, down from a 55.2 reading in July. Despite the decline, sentiment remains above the record low of 44.8 that was recorded three months earlier.   Hawkish Fed U.S. stock indexes wavered after U.S. Federal Reserve Chair Kevin Warsh emphasized inflation risks in a speech Friday morning at a symposium in Jackson Hole, Wyoming. With recent inflation readings remaining well above the Fed’s 2% target, Warsh said that the central bank “must be confident that underlying inflation is moving to our objective, clearly and at sufficient speed. Otherwise, we have work to do.”   Jobs ahead A monthly labor market report due out on Friday will show whether a recent weakening trend for the labor market extended into August. July’s report showed a decline of 23,000 jobs, and initial growth estimates for May and June were scaled back sharply. Factoring in the latest figures, the three-month average fell to 20,000 jobs created per month—a sharp turnaround from March, when the economy added 214,000.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news [...] Read more...
August 27, 2026Three Economic Factors Supporting Investor Confidence Investors continue to face a complicated economic environment shaped by inflation, geopolitical uncertainty, interest rates and government debt. Despite these challenges, several underlying economic conditions are helping support financial markets and investor confidence. Three factors in particular are contributing to a more constructive outlook: continued foreign demand for U.S. Treasury securities, favorable financial conditions in the United States and signs that inflation pressures may be easing. Foreign Demand Continues to Support U.S. Treasuries The United States relies on global investors to help finance government debt, and Japan remains an especially important participant in the Treasury market. As the largest foreign holder of U.S. Treasury securities, Japan provides meaningful demand for U.S. government debt. Its large U.S. dollar reserves, combined with the size and liquidity of the Treasury market, make U.S. government securities an attractive destination for those assets. Continued international demand can help provide stability to Treasury markets at a time when government borrowing and fiscal deficits remain closely watched by investors. U.S. Financial Conditions Remain Favorable Another positive factor is the relatively low level of financial stress in the United States. Compared with many developed and emerging markets, U.S. financial conditions remain supportive. Easier financial conditions can benefit economic activity by improving access to capital and supporting lending, investment and consumer spending. While unusually calm conditions can sometimes raise concerns about investor complacency, markets appear willing to look beyond some of the near-term economic and geopolitical risks. Inflation Shows Signs of Improvement Inflation remains above the Federal Reserve’s long-term target, but several measures have improved from their spring highs. Price pressures accelerated earlier in the year amid geopolitical conflict and rising energy costs, with several inflation indicators reaching elevated levels around May. Since then, measures including consumer prices, producer prices, import prices and gasoline prices have shown signs of moderation. The direction of inflation expectations will remain particularly important. If consumers and businesses continue to believe inflation will moderate over time, it could reduce the likelihood that the Federal Reserve will need to respond with significantly more restrictive monetary policy. Finding Balance in an Uncertain Market The economic backdrop is not without risk. Geopolitical tensions, fiscal concerns, inflation and policy uncertainty could all contribute to periods of market volatility. At the same time, continued demand for U.S. government debt, relatively favorable financial conditions and easing inflation pressures suggest that the underlying economic environment remains resilient. For investors, the current landscape reinforces the importance of maintaining a diversified, long-term approach rather than reacting to individual headlines. Equities may provide opportunities to participate in continued economic growth, while high-quality fixed income can offer income and diversification when market conditions become more volatile. The months ahead may bring additional uncertainty, but several important macroeconomic indicators suggest there are still reasons for investors to remain constructive. Source: LPL Research, “Three Macro Factors Affecting Risk Appetite,” August 20, 2026.   Read Full Article: https://www.lpl.com/research/blog/three-macro-factors-affecting-risk-appetite.html [...] Read more...
August 26, 2026The World’s Largest Companies by Revenue in 2026 The list of the world’s largest companies has a new leader in 2026. Amazon has moved ahead of Walmart to become the highest-revenue company globally, highlighting the continued growth of technology-enabled businesses and the significant role U.S. corporations play in the global economy. According to the latest Fortune Global 500 data, Amazon generated approximately $716.9 billion in annual revenue, narrowly surpassing Walmart at $713.2 billion. The difference between the two companies is just $3.7 billion, demonstrating the enormous scale of both businesses. Amazon Moves Into the Top Spot Walmart had held the position as the world’s largest company by revenue for more than a decade. Amazon’s rise reflects how much the company has expanded beyond its original e-commerce business. Today, Amazon generates revenue from a broad mix of operations, including online and physical retail, Amazon Web Services (AWS), advertising, subscriptions, logistics and other technology-related services. This diversification has helped transform Amazon into one of the world’s most influential businesses. U.S. Companies Dominate the Ranking American corporations have a particularly strong presence among the world’s revenue leaders. Fifteen of the 30 largest companies are based in the United States, and seven U.S. companies appear among the top 10. In addition to Amazon and Walmart, the top tier includes major U.S. names such as UnitedHealth Group, Apple, McKesson, Alphabet and CVS Health. Technology companies also continue to climb the rankings. Microsoft, Nvidia and Meta Platforms are among the 30 largest companies by revenue, illustrating the growing economic scale of businesses tied to cloud computing, artificial intelligence, digital advertising and other technology-driven markets. Global Giants Remain Important Although U.S. companies represent half of the ranking, several major corporations outside the United States continue to generate extraordinary levels of revenue. China’s State Grid ranks third globally with approximately $555.4 billion in annual revenue, making it the largest non-U.S. company on the list. Saudi Aramco ranks fifth at roughly $445.5 billion. Other global companies represented among the top 30 include Volkswagen, Toyota Motor, Shell, Samsung Electronics and China National Petroleum. Revenue Tells Only Part of the Story Company revenue can provide investors with an interesting perspective on corporate size and economic influence, but revenue alone does not determine a company’s value or investment potential. Profitability, margins, cash flow, debt, competitive positioning and future growth expectations can all play important roles in determining how investors value a business. The 2026 ranking does, however, illustrate the tremendous scale of today’s largest corporations—and how quickly the corporate landscape can change. Amazon’s move into the top position is one example of how evolving technology, consumer behavior and business diversification can reshape the hierarchy of the world’s largest companies. Source: Fortune Global 500 data, as presented by Visual Capitalist. Read Full Article: https://www.visualcapitalist.com/the-worlds-30-largest-companies-by-revenue-in-2026/   [...] Read more...
August 21, 2026Rising Treasury Yields: What Higher Rates Could Mean for Stocks Treasury yields have moved higher this summer, creating another factor for investors to watch as equity markets navigate interest rates, inflation concerns, geopolitical uncertainty, and changing expectations for Federal Reserve policy. Historically, rising interest rates haven’t always been bad news for stocks. When yields increase because of stronger economic growth, equities can continue to perform well. The relationship can change, however, when yields climb high enough that investors begin focusing on the potential effects of higher borrowing costs, tighter financial conditions, and pressure on stock valuations. According to LPL Research, the 10-year Treasury yield has been an important dividing line. When the yield moves sustainably above roughly 4.3%, its relationship with the S&P 500 has tended to become negative. With the 10-year yield recently around 4.69%, the market is currently within that more challenging range. Higher rates can affect the economy and financial markets in several ways. Consumers may face more expensive financing for homes, vehicles, and other major purchases, potentially reducing demand. Businesses also encounter higher borrowing costs, which can increase the cost of capital and make financing expansion more expensive. Companies carrying significant debt, including many smaller-cap businesses, may be particularly sensitive. Not every area of the market reacts to rising rates in the same way. Recent market relationships suggest sectors such as real estate and materials, along with developed international equities, may experience greater pressure when Treasury yields rise. Energy investments, on the other hand, have recently shown a stronger positive relationship with higher yields. Looking ahead, interest rates may remain closely tied to developments in the Middle East, energy prices, inflation expectations, and Federal Reserve policy. LPL Research expects the 10-year Treasury yield to finish 2026 in a range of approximately 4.0% to 4.5%. If yields begin moving lower, some of the pressure currently facing equities could ease and provide additional support for stocks. For investors, the takeaway is that the reason behind rising rates matters. Moderate increases associated with healthy economic growth can coexist with rising stock prices. But when yields reach elevated levels and remain there, higher financing costs and valuation concerns can become a more meaningful headwind for the market. Source: LPL Research, Yields on the Rise: Do Stocks Notice?, August 13, 2026. Read Full Article: https://www.lpl.com/research/blog/yields-on-the-rise-do-stocks-notice.html [...] Read more...

Funds

Enhanced GrowthGrowthModerateConservative/ModerateConservativeVery Conservative
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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