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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
July 6, 2026Q2’s rally As the second quarter concluded on Tuesday, the NASDAQ ended up more than 21% higher for the three-month period while the S&P 500 climbed nearly 15%—the biggest quarterly gains for both indexes since 2020. The Dow added 13%, its best quarter since 2022. The results marked a shift from this year’s first quarter, when the indexes sustained their largest quarterly declines in nearly four years.   Regaining momentum The latest turn in shifting narratives about AI and semiconductor prospects lifted the major U.S. stock indexes, as each finished around 2% higher for the week on Thursday, before Friday’s pre-holiday market closure. The Dow climbed to a record high, while the S&P 500 and the NASDAQ remained below the peak levels they recorded on June 2.   Jobs setback U.S. jobs growth fell short of economists’ expectations in June, marking a shift after gains exceeded consensus forecasts in the preceding three months. The economy generated 57,000 new jobs last month—roughly half the total that had been expected—and initial estimates of gains in April and May were adjusted downward by a combined 74,000.   Earnings outlook Growth expectations remain strong as major U.S. banks prepare to kick off earnings season in mid-July. As of Thursday, analysts were expecting S&P 500 companies to report second-quarter earnings growth of 23.3% on average, according to FactSet. If that proves to be the actual growth rate, it would mark the second consecutive quarter of growth exceeding 20%.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news [...] Read more...
July 2, 2026Wishing you and your loved ones a safe, sunny, and celebration-filled holiday. Thank you for letting us be part of your year. [...] Read more...
July 1, 2026Where Americans Work the Longest Weeks: How Industry Shapes the U.S. Workweek Americans may share the same 40-hour workweek tradition, but the number of hours actually worked varies from state to state. Recent data from the U.S. Bureau of Labor Statistics reveals noticeable differences in average private-sector workweeks across the country, with local industries playing a major role in how long employees spend on the job. Southern and Energy-Producing States Lead the Nation States with strong energy, manufacturing, and natural resource industries tend to report the longest average workweeks. Louisiana ranks first, with private-sector employees averaging 36.3 hours per week, followed closely by Texas (35.9 hours) and Alabama (35.8 hours). Other states near the top of the rankings include: District of Columbia – 35.4 hours Alaska – 35.3 hours West Virginia – 35.3 hours Mississippi – 35.2 hours Arkansas – 35.1 hours Kentucky – 35.1 hours Oklahoma – 35.1 hours These industries often require around-the-clock operations, shift work, and continuous production schedules, contributing to longer average workweeks. Industry Mix Makes the Difference The data suggests that average work hours are influenced more by a state’s dominant industries than by employee productivity. States with a higher concentration of manufacturing, oil and gas, mining, utilities, and industrial operations typically report longer workweeks because many positions require full-time staffing, rotating shifts, and continuous operations. Meanwhile, states with larger employment in professional services, finance, education, healthcare, tourism, and technology often report slightly shorter average workweeks. These sectors may include more salaried positions, flexible schedules, and standard office hours. Even large economic centers such as California, New York, Massachusetts, and Hawaii fall below many energy-producing states when it comes to average weekly hours worked. Small Weekly Differences Create a Big Annual Impact Although the gap between the highest and lowest average workweeks is less than four hours per week, those extra hours accumulate over time. Across an entire year, the difference approaches 200 additional hours worked—roughly the equivalent of five extra full-time workweeks. This highlights how regional economies and workforce demands can shape employee schedules over the long term. What This Means for Employers Understanding workforce trends can help businesses benchmark staffing practices, labor planning, and employee expectations. While longer workweeks do not necessarily indicate higher productivity or greater earnings, they do reflect the operational needs of different industries and regional economies. As labor markets continue to evolve, employers may increasingly balance operational demands with employee well-being, flexibility, and workforce retention to remain competitive. Read Full Article: https://www.visualcapitalist.com/mapped-where-americans-work-the-longest-weeks/ [...] Read more...
June 30, 2026GDP upgrade The U.S. government’s updated estimate of first-quarter economic growth found that GDP expanded at a 2.1% annual rate, above an earlier estimate of 1.6%. The Commerce Department said its third and final update largely reflected a downward revision to imports, which subtract from GDP. That change offset the negative impact from a weakening in U.S. consumer spending.   Sentiment rebound A gauge of U.S. consumer sentiment improved amid moderating gasoline prices, snapping a three-month streak of declines that had left sentiment at record lows. The University of Michigan’s survey results showed that sentiment rose to a final June reading of 49.5 from May’s 44.8 figure. Consumers’ long-run inflation expectations fell to 3.3% in June from 3.9% in May.   Price pressures A monthly report showed inflation running at its highest level in more than three years. Thursday’s Personal Consumer Expenditures Price Index report showed an annual rate of 4.1% in May, in line with most economists’ expectations. Excluding food and energy prices, May’s core PCE inflation was 3.4%.   Jobs ahead A jobs report due out on Thursday, in advance of Friday’s pre-holiday market closure, will show whether recent strengthening in the labor market extended into June. In May, job growth surpassed economists’ consensus expectations for the third month in a row, with 172,000 jobs added.   Read More: https://www.jhinvestments.com/weekly-market-recap#market-moving-news [...] 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