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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
June 9, 2026Jobs momentum Recent labor market strengthening extended into May, as jobs growth surpassed economists’ consensus expectations for the third month in a row. The economy added 172,000 jobs, and upward revisions of prior estimates produced an average monthly gain of 188,000 jobs over the past three months. That’s the strongest three-month average since March 2024.   Inside Q1 earnings Companies in the S&P 500 posted an average earnings gain of 28.6% over the same quarter a year earlier, according to FactSet data from the recently concluded first-quarter earnings season. That result marked the highest growth rate since the fourth quarter of 2021 and the sixth consecutive quarter of double-digit growth. Information technology posted a 54.0% earnings gain, the highest among all 11 sectors.   Rate hike outlook Bond market trading reflected rising expectations for a U.S. interest rate increase by year end. Friday’s trading in rate futures markets implied a roughly 72% probability that the Fed would lift its benchmark rate by anywhere from a quarter-point to three-quarters of a point by December, according to CME FedWatch. The probability of rates remaining unchanged was 27%, with less than a 1% probability of a cut.   CPI report ahead A Consumer Price Index report scheduled for release on Wednesday will show whether a recent trend of rising inflation extended into June. The most recent CPI report showed an annual rate of 3.8% in April—the highest level since May 2023—with energy costs accounting for 40% of the increase from March’s 3.3% figure. Excluding energy and food prices, core inflation was 2.8% in April.   Read More: https://www.jhinvestments.com/weekly-market-recap#market-moving-news     [...] Read more...
June 8, 2026  America’s Top-Paying Jobs by Median Salary Healthcare Continues to Dominate America’s Highest-Paying Careers When most people think of the highest-paying jobs in America, they often picture CEOs, tech entrepreneurs, or Wall Street executives. However, the latest data from the U.S. Bureau of Labor Statistics (BLS) tells a different story. Healthcare professionals continue to occupy nearly every spot at the top of the nation’s salary rankings. According to May 2024 estimates from the BLS Occupational Employment and Wage Statistics program, medical specialists dominate the list of America’s highest-paying occupations, with many earning at or above the BLS reporting cap of $239,200 annually. Why Medical Professionals Lead the Rankings The earning power of physicians and medical specialists reflects a unique combination of strong demand and limited supply. Becoming a physician requires significant investment in education and training. Most doctors complete four years of medical school followed by three to seven years of residency, depending on their specialty. Additionally, residency positions remain limited in many fields, creating a bottleneck that restricts the number of new specialists entering the workforce. These barriers to entry help explain why occupations such as surgeons, cardiologists, anesthesiologists, and other medical specialists continue to command some of the highest salaries in the country. Among the top earners: Surgeons, cardiologists, and other medical specialists earn at least $239,200 annually. Family medicine physicians earn a median salary of $238,400. General internal medicine physicians earn $236,300. Nurse anesthetists earn $223,200. Pediatricians earn $210,100. Healthcare remains one of the most rewarding career paths financially, while also serving a critical role in meeting the nation’s growing medical needs. Pilots Reach New Heights in Compensation Outside of healthcare, airline pilots, copilots, and flight engineers rank among the highest-paid professionals in America, earning a median annual wage of $226,600. Pilot salaries have increased substantially in recent years due to staffing shortages and strong travel demand following the pandemic. Major airlines negotiated significant pay increases through union contracts as carriers competed for qualified pilots. The profession also faces strict supply constraints. Pilots must accumulate 1,500 flight hours to obtain an Airline Transport Pilot certification, and mandatory retirement at age 65 further limits workforce availability. Air traffic controllers also rank among the nation’s top-paying occupations, earning approximately $145,000 annually despite not typically requiring a bachelor’s degree. Management and Technology Careers Remain Strong While healthcare and aviation dominate the top of the salary rankings, management and technology leadership roles continue to offer lucrative career opportunities. Top-paying management and technology positions include: Chief Executives (CEOs): $206,400 median salary Computer and Information Systems Managers: $171,200 Architectural and Engineering Managers: $167,700 Financial Managers: $161,700 Natural Sciences Managers: $161,200 Technology-focused careers continue to benefit from growing investment in artificial intelligence, cloud computing, cybersecurity, and semiconductor development. As businesses increasingly rely on technology infrastructure, leadership positions overseeing these operations remain highly compensated. It’s important to note that reported CEO compensation often understates actual earnings. BLS figures exclude stock options, restricted stock awards, and deferred compensation packages that frequently make up a large portion of executive pay. The Common Thread: Specialized Skills One trend is clear across America’s highest-paying occupations: specialized expertise commands premium compensation. Whether it’s the years of education required for physicians, the rigorous training pilots must complete, or the strategic leadership responsibilities of executives and technology managers, these careers demand advanced skills that are difficult to replace. For students and professionals evaluating career paths, the data suggests that occupations requiring extensive training, certification, and specialized knowledge continue to offer some of the strongest earning potential in today’s economy. Looking Ahead As healthcare demand grows, technology continues to evolve, and industries compete for highly skilled talent, these professions are likely to remain among America’s highest-paying careers. While salary should never be the only factor when choosing a profession, understanding where the strongest compensation opportunities exist can help individuals make more informed career and educational decisions. Source: U.S. Bureau of Labor Statistics Occupational Employment and Wage Statistics, May 2024.   Read More: https://www.visualcapitalist.com/ranked-americas-highest-paying-jobs-median-salary/     [...] Read more...
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...

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