E-Valuator Mutual Fund Quote

EVFCX -  USA Fund  

USD 9.53  0.05  0.53%

Market Performance
0 of 100
Odds Of Distress
Less than 1
E-Valuator Conservative is trading at 9.53 as of the 16th of May 2022; that is 0.53 percent increase since the beginning of the trading day. The fund's open price was 9.48. E-Valuator Conservative has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for The E-Valuator Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of February 2022 and ending today, the 16th of May 2022. Click here to learn more.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. E-Valuator Conservative is traded on NASDAQ Exchange in the United States. More on The E-Valuator Conservative

E-Valuator Conservative Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. E-Valuator Conservative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding E-Valuator Conservative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
E-Valuator Conservative generated a negative expected return over the last 90 days
E-Valuator Conservative is unlikely to experience financial distress in the next 2 years
The fund retains about 8.69% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of E-Valuator Conservative's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.75
Startdate29th of February 2012
The E-Valuator Conservative [EVFCX] is traded in USA and was established 16th of May 2022. The fund is listed under Allocation--15% to 30% Equity category and is part of E-Valuator funds family. E-Valuator Conservative currently has accumulated 67.73 M in assets under management (AUM) with minimum initial investment of 10 K. , while the total return for the last 3 years was 3.73%.
Check E-Valuator Conservative Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on E-Valuator Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding E-Valuator Conservative , and the less return is expected.

Top The E-Valuator Conservative Constituents

E-Valuator Conservative Target Price Odds Analysis

What are E-Valuator Conservative's target price odds to finish over the current price? Based on a normal probability distribution, the odds of E-Valuator Conservative jumping above the current price in 90 days from now is close to 99%. The The E-Valuator Conservative probability density function shows the probability of E-Valuator Conservative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon E-Valuator Conservative has a beta of 0.2091 suggesting as returns on the market go up, E-Valuator Conservative average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The E-Valuator Conservative will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. E-Valuator Conservative is significantly underperforming DOW.
  Odds Down 9.53HorizonTargetOdds Up 9.53  
0.94%90 days
Based on a normal probability distribution, the odds of E-Valuator Conservative to move above the current price in 90 days from now is close to 99 (This The E-Valuator Conservative probability density function shows the probability of E-Valuator Mutual Fund to fall within a particular range of prices over 90 days) .

E-Valuator Conservative Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. E-Valuator Conservative market risk premium is the additional return an investor will receive from holding E-Valuator Conservative long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in E-Valuator Conservative. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although E-Valuator Conservative's alpha and beta are two of the key measurements used to evaluate E-Valuator Conservative's performance over the market, the standard measures of volatility play an important role as well.

E-Valuator Conservative Against Markets

Picking the right benchmark for E-Valuator Conservative mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in E-Valuator Conservative mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for E-Valuator Conservative is critical whether you are bullish or bearish towards The E-Valuator Conservative at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in E-Valuator Conservative without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing The E-Valuator Conservative

You need to understand the risk of investing before taking a position in E-Valuator Conservative. The danger of trading The E-Valuator Conservative is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of E-Valuator Conservative is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than E-Valuator Conservative. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile E-Valuator Conservative is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Investing Opportunities. Note that the E-Valuator Conservative information on this page should be used as a complementary analysis to other E-Valuator Conservative's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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When running E-Valuator Conservative price analysis, check to measure E-Valuator Conservative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy E-Valuator Conservative is operating at the current time. Most of E-Valuator Conservative's value examination focuses on studying past and present price action to predict the probability of E-Valuator Conservative's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move E-Valuator Conservative's price. Additionally, you may evaluate how the addition of E-Valuator Conservative to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between E-Valuator Conservative's value and its price as these two are different measures arrived at by different means. Investors typically determine E-Valuator Conservative value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, E-Valuator Conservative's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.