Risk Managed Strategy Funds

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.

 

Simplify the Asset Management Process

The E-Valuator RMS Funds were created to simplify a comprehensive asset management process, without sacrificing performance.

Many investors understand that the two basic components of their personalized investment portfolios are:

RISK: The level of fluctuation in return (volatility) an investor will tolerate.

TIME: Number of months, or years, until asset liquidation needs to begin.

The E-Valuator RMS Funds clearly state their anticipated ranges of risk and suggest suitability profiles based on liquidation dates.

 

Simply match the investor’s risk tolerance with the appropriate The E-Valuator RMS Fund.

Then, transfer among the Funds as the investor’s liquidation need approaches, based on each Fund’s Target Liquidation Date.

Funds

Very Conservative Conservative Moderate Growth Aggressive Growth Tactically  Managed
  Download Fact Sheet Fact Sheet Fact Sheet Fact Sheet Fact Sheet Fact Sheet

Ticker Symbols

Service Share Class EVVLX EVCLX EVMLX EVGLX EVAGX EVTTX
R4 Share Class EVVCX EVFCX EVFMX EVGRX EVFGX EVFTX

RMS Fund Objectives

Primary Income Income Growth & Income Growth High Growth Growth
Secondary Stability of Principal Growth Growth & Income Income Income Protect Principal

Suitability Parameters

Investor’s Short-Term Loss Tolerance Very Low Low Acceptable High Very High Acceptable
Fund’s Stock Market Risk Exposure Minimal Below Average Average Above Average Significant Significant
Fund’s Inflation Risk Exposure Significant Above Average Average Below Average Minimal Minimal
Investor’s Target Date 0 Yrs. to 2 Yrs. 2 Yrs. to 4 Yrs. 4 Yrs. to 7 Yrs. 7 Yrs. to 12 Yrs. Over 12 Yrs. N/A
(Years until liquidation)

Typical Allocation Ranges

Bonds & Money Market 85% – 99% 70% – 85% 30% – 50% 15% – 30% 1% – 15% Unlimited
Stocks 1% – 15% 15% – 30% 50% – 70% 70% – 85% 85% – 100% Unlimited