EVALUATOR RISK MANAGED STRATEGY FUNDS
These Are Not Typical Mutual Funds
Our family of six risk managed strategy funds is designed to help investors meet their investment goals while managing risk to match investor’s risk tolerance from very conservative to very aggressive.
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Underlying Investment Selection: The E-Valuator Software
Active vs. Passive Investments
Passive management is a strategy of investing where the allocation in a portfolio mirrors that of its benchmark, or index. The RMS Funds’ allocation into passively managed assets is achieved by investing a portion of the assets into Underlying Investments that attempt to replicate the performance of a common index (e.g., S&P 500®, Russell 1000, Barclays US Aggregate Bond Index, etc.).
The Funds’ allocation to Active Management corresponds to the portion of the Fund’s portfolio that will be invested in actively managed Underlying Investments. Active management is a strategy of investing where the allocation is driven by security selection and trading. The overriding goal is to outperform stated index, or benchmark.
By constructing The Evaluator RMS Funds’ portfolios with both passively and actively managed Underlying Investments, we are blending two management philosophies in an effort to capture the returns of the market indexes through passive management, while seeking to enhance the overall performance through active management. We believe this will give us the potential to deliver above average performance.