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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 25, 2026  Where Americans Are Moving: Migration Trends Reshape the U.S. in 2025 Americans continue to relocate in large numbers, but the destinations attracting new residents are changing. While Sun Belt states remain popular, rising housing costs and affordability concerns are causing many households to reconsider where they want to live. Recent U.S. Census Bureau data tracking domestic migration between July 2024 and July 2025 reveals shifting patterns that could have long-term implications for housing markets, labor forces, and regional economies. North Carolina Emerges as a Top Destination North Carolina attracted more new residents from other states than any other state in 2025. Strong job growth, a diverse economy, and relatively affordable housing helped make the state a leading destination for families, retirees, and remote workers alike. Texas and South Carolina also saw substantial population gains, continuing a trend of growth across many Southern states. Tennessee, Arizona, Georgia, and Alabama rounded out the list of states experiencing significant migration increases. These states continue to appeal to residents seeking lower living costs, favorable business climates, and warmer weather. Affordability Challenges Impact Traditional Growth Markets Although Texas and Florida remain among the nation’s top migration destinations, growth has moderated compared to previous years. Increased home prices, rising property taxes, and higher insurance costs have reduced some of the financial advantages that fueled rapid population growth earlier in the decade. As a result, some movers are looking beyond the most popular Sun Belt markets in search of greater value. Midwest States Gain Momentum One of the more notable developments in 2025 was renewed migration growth across several Midwestern states. States such as Indiana, Ohio, and Minnesota experienced positive domestic migration as more Americans sought affordable housing and lower overall living expenses. Combined with expanding employment opportunities, these factors have made parts of the Midwest increasingly attractive alternatives to higher-cost regions. For many households, the Midwest offers a balance of affordability, economic opportunity, and quality of life that is becoming harder to find elsewhere. Population Losses Continue in Some Coastal States California and New York recorded the largest domestic migration losses in 2025, continuing a trend that has persisted for several years. While both states remain economic powerhouses, high housing costs and elevated living expenses continue to encourage some residents to relocate to more affordable areas. Other states experiencing notable population outflows included Illinois, New Jersey, and Massachusetts. What These Trends Mean Migration patterns often reflect broader economic realities. Housing affordability, employment opportunities, taxes, and overall cost of living play a major role in where people choose to settle. As affordability pressures spread across previously fast-growing regions, Americans are expanding their search for value and opportunity. The result is a more diverse migration landscape, with growth occurring across both traditional Sun Belt destinations and emerging Midwestern markets. Understanding these trends can provide valuable insight into future housing demand, workforce shifts, and regional economic growth throughout the United States. [...] Read more...
June 24, 2026Weekly Market Recap: Stocks Advance as Geopolitical Concerns Ease U.S. financial markets posted gains during the shortened trading week as investors responded positively to signs of easing tensions in the Middle East and closely monitored developments from central banks around the world. U.S. Stocks Move Higher Major U.S. stock indexes finished the week in positive territory. Investor confidence improved as concerns surrounding global energy supply disruptions diminished, helping support risk appetite. Technology shares led many of the gains, while industrial companies also delivered strong performance. Market sentiment shifted throughout the week as investors evaluated new information from the Federal Reserve. Although policymakers maintained current interest rate levels, comments from Fed officials suggested inflation remains a priority, leading markets to reassess the path of future monetary policy. Small-cap stocks also advanced, reflecting continued optimism regarding economic growth and corporate earnings. International Markets Show Mixed Results Markets outside the United States experienced varied performance. European stocks benefited from declining energy prices, which eased concerns about inflation and economic growth. Investors also focused on central bank decisions across the region, particularly in the United Kingdom. Asian markets generally moved higher, supported by improving sentiment around global trade and supply chains. Technology-related companies remained a bright spot, while developments in Japan’s interest rate policy attracted attention from investors. Meanwhile, economic challenges in China continued to weigh on portions of the region’s equity markets. Bond Markets and Interest Rates Fixed-income markets experienced some volatility following the Federal Reserve’s latest policy meeting. Investors carefully analyzed projections from policymakers regarding future interest rates and inflation expectations. Shorter-term Treasury yields moved higher as markets adjusted to the possibility that rates could remain elevated longer than previously anticipated. Longer-term yields were relatively stable, resulting in a flatter yield curve. For income-focused investors, shorter-duration bonds continue to offer attractive yield opportunities compared with recent years. Commodities and Currency Highlights Energy prices declined significantly during the week as geopolitical concerns eased and expectations grew for improved stability in global oil transportation routes. Precious metals were relatively stable, although shifting interest rate expectations limited upside momentum. The U.S. dollar strengthened against several major currencies, supported by the Federal Reserve’s policy outlook. Federal Reserve Focus The Federal Reserve remained one of the week’s primary market drivers. While rates were left unchanged, policymakers emphasized their commitment to controlling inflation and maintaining price stability. Updated economic projections suggest inflation may remain above long-term targets for some time, while economic growth is expected to continue at a moderate pace. Investors will continue watching future Fed communications for clues regarding potential policy adjustments later this year and beyond. Looking Ahead Investors will be monitoring several important economic reports in the coming week, including: Manufacturing and services activity data New home sales and housing market indicators Personal income and spending figures Inflation readings, including the Personal Consumption Expenditures (PCE) Index Durable goods orders Gross Domestic Product (GDP) updates Consumer sentiment data These reports will provide additional insight into the health of the U.S. economy and may influence expectations for future Federal Reserve decisions. Source material adapted from market commentary published June 18, 2026. This summary is provided for informational purposes only and should not be considered investment advice.   Read More At: https://www.lpl.com/research/blog/weekly-market-performance-june-18-2026.html [...] Read more...
June 23, 2026How AI Is Transforming Workplace Decision-Making in 2026 Artificial intelligence continues to reshape how people work, but not always in the ways many expected. While early discussions about AI often focused on automating repetitive tasks, recent workplace trends suggest employees are increasingly turning to AI for something more strategic: helping them make better decisions. As organizations integrate AI into their daily operations, workers are using these tools to analyze information, evaluate options, and support critical thinking across a wide range of business functions. AI Is Becoming a Thinking Partner One of the most notable trends in workplace AI adoption is the growing use of AI for decision support. Employees are leveraging AI to review information, identify patterns, compare alternatives, and generate insights that help guide business decisions. Rather than simply replacing administrative work, AI is increasingly serving as a tool that enhances human judgment and accelerates problem-solving. This evolution reflects a broader shift in how organizations view artificial intelligence—not just as an automation solution, but as a resource for improving workplace productivity and decision quality. Common Ways Employees Use AI Today’s workforce is applying AI across a variety of tasks, including: Decision support and problem-solving Data analysis and interpretation Research and information gathering Creative brainstorming and idea generation Document creation and report drafting Quality reviews and compliance checks Work planning and project organization Team communication and collaboration Many employees now incorporate AI into multiple stages of their workday, making it a routine part of business operations rather than a specialized technology used only by technical teams. Why Documentation and Research Remain Important While decision-making has emerged as a leading use case, traditional productivity tasks continue to play a significant role. Employees frequently rely on AI to summarize meetings, organize notes, draft reports, conduct research, and locate information quickly. These capabilities help reduce the time spent searching for data and allow workers to focus more on higher-value activities. As AI tools become more integrated into workplace software platforms, documentation and information management are becoming faster and more efficient. Human Skills Still Matter Despite rapid advances in AI technology, many workplace activities remain deeply human. Tasks that depend on relationship-building, leadership, coaching, conflict resolution, and interpersonal communication still require emotional intelligence, empathy, and human judgment. While AI can assist with information and recommendations, people remain essential for managing complex relationships and organizational culture. This suggests the future workplace will likely combine AI-powered insights with uniquely human skills rather than replacing human expertise altogether. Looking Ahead The next phase of workplace AI appears to be less about replacing jobs and more about augmenting how people work. Organizations are discovering that AI can help employees process information faster, evaluate alternatives more effectively, and make informed decisions with greater confidence. As adoption continues to grow, businesses that successfully combine AI capabilities with human expertise may be better positioned to improve productivity, enhance decision-making, and adapt to an increasingly data-driven environment. AI is no longer just a tool for automating routine tasks. It is becoming a valuable partner in helping employees think, analyze, and perform at their best.   Read More: https://www.visualcapitalist.com/how-people-are-using-ai-at-work-in-2026/                     [...] Read more...
June 18, 2026Stock Market Outlook: Three Key Trends Investors Should Watch in the Second Half of 2026 Despite ongoing geopolitical tensions, inflation concerns, and fluctuating energy prices, global stock markets have continued to push higher throughout 2026. While headlines often focus on uncertainty, a closer look at market fundamentals reveals a more encouraging story. Strong corporate earnings, continued technological innovation, and expanding opportunities outside the United States are helping drive investor confidence. As we move into the second half of the year, several important themes are emerging that could shape market performance well beyond 2026. 1. Corporate Earnings Continue to Support Market Growth One of the most important drivers of stock market performance remains earnings growth. Companies across a variety of industries have continued to report strong revenue and profit growth despite economic challenges. While technology firms have captured much of the attention, positive earnings trends extend far beyond the tech sector. Financial institutions are benefiting from higher interest rates, healthcare companies continue to introduce innovative treatments and therapies, and energy producers are seeing support from elevated commodity prices. Strong earnings growth is also becoming increasingly global, with several international markets expected to deliver impressive profit expansion over the coming years. For investors, sustained earnings growth provides a solid foundation for long-term market performance regardless of short-term headlines. 2. Artificial Intelligence Is Reshaping Multiple Industries Artificial intelligence remains one of the most influential forces in today’s economy. Major technology companies continue investing heavily in data centers, cloud infrastructure, semiconductors, and advanced computing systems to support growing AI demand. These investments are creating opportunities throughout the supply chain, benefiting companies involved in chip manufacturing, networking equipment, software development, and digital infrastructure. However, AI’s impact extends well beyond technology. Industries such as healthcare, manufacturing, transportation, finance, and energy are increasingly adopting AI-powered solutions to improve efficiency, reduce costs, and create new products and services. As businesses continue integrating AI into their operations, the technology could become one of the most significant economic growth drivers of the next decade. 3. Global Opportunities Extend Beyond U.S. Markets While U.S. stocks remain a major focus for investors, attractive opportunities are emerging across international markets. Many companies outside the United States play critical roles in global technology, manufacturing, healthcare, aerospace, and industrial sectors. In some cases, these businesses offer strong earnings growth potential while trading at more attractive valuations than their U.S. counterparts. Developed and emerging markets have benefited from improving economic conditions, resilient corporate earnings, and favorable currency trends. Countries across Asia, Europe, and other regions continue producing industry leaders that serve global markets and contribute to innovation across multiple sectors. For investors seeking diversification, international equities may offer opportunities to participate in global growth while reducing dependence on any single market. The Physical Economy Is Also Benefiting Although artificial intelligence often dominates market discussions, traditional industries remain essential to economic growth. The expansion of data centers, power infrastructure, transportation networks, and manufacturing facilities is increasing demand for construction equipment, industrial materials, engineering services, and energy production. Companies involved in infrastructure development, industrial equipment manufacturing, and transportation continue to benefit from long-term investment trends. Additionally, many businesses in these sectors provide dividend income, offering investors a combination of growth potential and cash flow. What Investors Should Keep in Mind No investment environment is free of risk. Inflation remains elevated, energy prices can be volatile, and certain market sectors continue to trade at premium valuations. However, long-term investors often benefit from focusing on business fundamentals rather than short-term market noise. Strong corporate earnings, technological innovation, global diversification opportunities, and infrastructure investment continue to support a constructive outlook for the remainder of 2026. Maintaining a diversified portfolio and staying focused on long-term goals may help investors navigate uncertainty while positioning themselves for future opportunities. Read Full Article: https://www.capitalgroup.com/advisor/insights/articles/2026-midyear-stock-market-outlook.html [...] 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