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