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Risk Managed Strategy Funds

The E-Valuator Software

Web-Based Investment Analytical System

The E-Valuator Software was developed in 2007 by Kevin Miller, CEO of Systelligence, advisor to The E-Valuator Risk Managed Strategy (RMS) Funds. His career in the securities industry began in 1986 as a registered representative assisting individual clients and qualified plans with proper asset selection and allocation.

The E-Valuator Software provides the pragmatic, unbiased decision-making and supporting documentation to mitigate fiduciary risk.

  1. Investment Selection

The system scans the universe of mutual funds and ETFs monitored by Morningstar®. It removes the gray area of selecting investments by allowing the advisor to set objective criteria across 40+ factors. These include 12b-1 fees, management tenure, Alpha, Beta, Sharpe Ratio, Standard Deviation, Up/Down Capture and more.

 

  1. Scoring

The portfolio manager assigns “credits” across various time periods, placing emphasis on short- or long-term performance. The system also considers how long the advisor will tolerate lagging performance. A score for each fund is calculated to assign it to Keep, Watch or Replace Zones.

 

  1. Review and adjustments

Complex background analyses of performance trends are calculated daily, allowing the manager to review and make appropriate adjustments.

 

The E-Valuator Software is also available by subscription to financial advisors and individual investors for use with their own portfolios. The criteria, timeframes and performance expectation are completely customizable.

Learn more at www.e-valuator.com

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.