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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 Aggressive 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
May 27, 2026The World’s Largest Stock Markets in 2026 The global stock market landscape continues to be dominated by the United States, with American companies accounting for a massive share of worldwide equity value. As of April 2026, U.S.-listed companies hold a combined market capitalization of more than $75 trillion, making the American stock market larger than the next several major markets combined. The growth of U.S. exchanges over the last decade has been fueled largely by technology and artificial intelligence-driven companies. Industry leaders such as Apple, Microsoft, Nvidia, Amazon, and Alphabet have attracted significant investor interest and helped push U.S. markets to historic highs. Largest Stock Markets by Country Based on total market capitalization of publicly traded domestic companies, these are the world’s largest stock markets in 2026: Rank Country Market Value 1 United States $75.04 Trillion 2 China $14.84 Trillion 3 Japan $8.19 Trillion 4 Hong Kong $7.41 Trillion 5 India $4.97 Trillion 6 Canada $4.49 Trillion 7 Taiwan $4.48 Trillion 8 South Korea $4.04 Trillion 9 United Kingdom $3.99 Trillion 10 France $3.45 Trillion Technology and AI Continue to Shape Markets Artificial intelligence and semiconductor demand are becoming major forces behind global market growth. Countries with strong chip manufacturing industries, including Taiwan and South Korea, have experienced increased investor attention due to companies such as TSMC and Samsung. The rapid expansion of AI infrastructure has helped shift global investment flows, allowing some Asian markets to gain ground against long-established financial centers in Europe. China and Japan Remain Key Financial Powers China continues to hold the second-largest equity market globally, supported by the Shanghai and Shenzhen stock exchanges. Japan remains one of the world’s top financial hubs as well, with major corporations like Toyota, Mitsubishi, and SoftBank contributing to its strong market presence. Meanwhile, Hong Kong continues to serve as a major gateway for international investment into Asian markets. Investor Capital Is Becoming More Concentrated The world’s largest stock markets now represent the majority of global public market value. This growing concentration highlights how investor capital continues to flow toward countries with dominant technology, financial, and industrial sectors. As AI, semiconductors, and digital innovation continue to expand, market leadership could shift even further toward countries positioned at the center of emerging technologies.   Read Full Article: https://www.visualcapitalist.com/ranked-the-worlds-largest-stock-markets/ [...] Read more...
May 26, 2026Mag 7 earnings The outsize impact that mega-cap tech companies are having on the broader market’s earnings became more apparent after the last of the so-called Magnificent Seven stocks reported quarterly results. Those seven firms recorded average first-quarter earnings growth of 63%, versus 17% for the other 493 companies in the S&P 500 Index, according to FactSet. For the Mag 7, it was the highest quarterly growth rate in nearly six years.   Fed rate outlook Minutes released on Wednesday from the U.S. Federal Reserve’s most recent meeting showed that policymakers were considering keeping rates unchanged longer than previously expected while also considering rate hikes if inflation remains high. A majority of Fed members said that a shift to more restrictive monetary policy would likely become appropriate if inflation remains above the Fed’s long-term 2% inflation target.   Bond volatility The recent rise in inflation-driven bond market volatility peaked on Tuesday, when the yield of the 30-year U.S. Treasury closed at 5.18%, the highest since 2007. While yields slipped later in the week, they remained elevated, with the 10-year Treasury ending the trading week at 4.56%, the highest in 12 months.   Small-cap surge A U.S. small-cap benchmark outperformed its large-cap peer by a wide margin, extending small caps’ year-to-date outperformance. The small-cap index rose 2.7% for the week versus a 1.1% gain for the large-cap benchmark.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news     [...] Read more...
May 21, 2026Potential Risks That Could Challenge Today’s Strong Market Outlook Markets have shown impressive resilience over the past year, recovering from geopolitical tensions, tariff concerns, and ongoing global uncertainty. While headlines have caused short-term volatility, strong corporate earnings and economic growth have continued to support investor confidence. However, as markets climb higher, expectations also increase. Investors are now asking whether the current optimistic outlook may already be priced into stocks. Earnings Continue to Support the Market One of the biggest drivers behind the recent market rally has been strong corporate earnings. Companies in the S&P 500 have delivered earnings growth well above earlier forecasts, while revenue growth has also remained healthy. Analysts have continued raising projections for the remainder of the year, signaling confidence in corporate profitability despite ongoing economic concerns. Strong earnings growth has helped investors look past many of the global risks that previously pressured markets. Still, when expectations become elevated, even small disappointments can create volatility. AI Investment Remains a Major Growth Story Artificial intelligence continues to play a major role in both economic growth and stock market performance. Large technology companies investing heavily in AI infrastructure have led much of the market’s gains over the last year. Many investors believe the AI investment cycle is still in its early stages, with spending expected to continue growing over the next several years. Data centers, cloud infrastructure, and semiconductor demand have all benefited from this trend. At the same time, markets may become sensitive to any slowdown in AI-related spending. Delays in projects, supply chain disruptions, or higher borrowing costs could impact investor sentiment toward some of the market’s strongest-performing sectors. Inflation Concerns Are Re-Emerging Another area investors are watching closely is inflation. Recent economic data has shown inflation moving higher again, particularly in categories tied to energy, food, and goods. Rising oil prices and ongoing supply chain challenges have contributed to renewed concerns that inflation could remain elevated longer than expected. Higher inflation can create pressure on both consumers and businesses. As prices rise, consumers may reduce discretionary spending, which can eventually impact company earnings and economic growth. Inflation also influences interest rates. Rising inflation expectations have already pushed Treasury yields higher, increasing borrowing costs throughout the economy. Higher Interest Rates Could Increase Market Volatility The bond market has responded to inflation concerns by pricing in the possibility of higher interest rates remaining in place longer than previously expected. Higher rates often place pressure on stock valuations because borrowing becomes more expensive for businesses and consumers alike. Mortgage rates, lending costs, and corporate financing expenses can all increase when Treasury yields rise. Even if the broader economy remains stable, uncertainty surrounding inflation and interest rate policy can lead to larger market swings. Diversification Remains Important While markets continue to perform well overall, investors should remember that periods of optimism can quickly shift when expectations change. Rather than trying to predict short-term market moves, maintaining a diversified portfolio and periodically rebalancing investments can help manage risk during uncertain periods. Different sectors and asset classes often respond differently to inflation, interest rates, and economic changes. Staying diversified may help investors remain positioned for long-term opportunities while also navigating potential volatility ahead.   Read More: https://www.lpl.com/research/blog/potential-risks-that-could-challenge-the-strong-market-narrative.html [...] Read more...
May 20, 2026Ranked: The Smartest AI Models of 2026 Artificial intelligence models are evolving faster than ever, and the competition at the top is becoming incredibly close. New benchmark data from 2026 shows that leading AI systems are now achieving record-breaking scores on advanced reasoning and pattern-recognition tests, highlighting how rapidly AI capabilities continue to improve. According to recent benchmark rankings, Grok-4.20 Expert Mode and OpenAI GPT 5.4 Pro (Vision) currently share the highest score among tested models. Close behind are Google’s Gemini 3.1 Pro Preview and several other advanced AI systems from major tech companies. The results come from evaluations using the Mensa Norway IQ benchmark, a public visual reasoning test designed to measure abstract problem-solving and pattern recognition. While these scores do not represent overall intelligence, they do provide insight into how well AI systems handle logical reasoning tasks. The Top AI Models of 2026 The latest rankings show a tightly packed leaderboard among frontier AI systems: AI Model Benchmark Score Grok-4.20 Expert Mode 145 OpenAI GPT 5.4 Pro (Vision) 145 Gemini 3.1 Pro Preview 141 OpenAI GPT 5.4 Thinking (Vision) 139 OpenAI GPT 5.3 136 Meta Muse Spark 133 Qwen 3.5 130 Claude-4.6 Opus 130 Kimi K2.5 127 Manus 115 DeepSeek R1 112 DeepSeek V3 111 One of the biggest takeaways from the rankings is how narrow the gap has become between the leading models. Just a few points now separate the highest-performing AI systems, signaling that the race for AI dominance is becoming increasingly competitive. AI Reasoning Has Improved Dramatically Compared to benchmark scores from 2025, the improvement is significant. Last year’s top-performing model scored around 135, while 2026’s leaders have already reached 145. This rapid jump reflects major advances in: Visual reasoning Pattern recognition Multi-modal understanding Complex problem-solving Context interpretation Vision-enabled AI models appear to have a particular advantage because they can directly analyze visual puzzle patterns instead of relying solely on text descriptions. Why AI Benchmark Scores Matter AI benchmarks help researchers and businesses compare model performance over time. They offer a simplified way to evaluate how effectively AI systems process information, solve problems, and recognize patterns. However, benchmark scores only measure a narrow slice of AI capability. High scores do not necessarily mean an AI model is superior in areas such as: Coding and software development Real-world business applications Creativity and content generation Accuracy and factual reliability Tool usage and automation Industry-specific expertise For businesses and consumers, choosing the right AI platform still depends heavily on the intended use case. The Future of AI Competition As AI companies continue to release more advanced models, the competition at the top is expected to intensify even further. Major players including OpenAI, Google, xAI, Meta, Anthropic, Alibaba, and others are all pushing toward smarter and more capable systems. The rapid pace of advancement suggests that AI reasoning benchmarks could continue climbing throughout 2026 and beyond. What remains clear is that artificial intelligence is evolving at an unprecedented speed — and the race to build the world’s smartest AI is far from over. Read More: https://www.visualcapitalist.com/ranked-the-smartest-ai-models-in-2026/ [...] Read more...

Funds

Aggressive 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