E-Valuator Mutual Fund Quote

EVGRX -  USA Fund  

USD 9.98  0.17  1.73%

Market Performance
0 of 100
Odds Of Distress
Less than 1
E-Valuator Growth is trading at 9.98 as of the 16th of May 2022; that is 1.73% increase since the beginning of the trading day. The fund's open price was 9.81. E-Valuator Growth 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 Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of April 2022 and ending today, the 16th of May 2022. Click here to learn more.
The investment seeks to provide growth of principal but will at times seek to provide both growth of principal and income within the stated asset allocation range. E-Valuator Growth is traded on NASDAQ Exchange in the United States. More on The E-Valuator Growth

E-Valuator Growth 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 Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding E-Valuator Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
E-Valuator Growth generated a negative expected return over the last 90 days
E-Valuator Growth is unlikely to experience financial distress in the next 2 years
The fund retains about 5.74% 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 Growth's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.45
Startdate29th of February 2012
The E-Valuator Growth [EVGRX] is traded in USA and was established 16th of May 2022. The fund is listed under Allocation--70% to 85% Equity category and is part of E-Valuator funds family. E-Valuator Growth currently has accumulated 296.93 M in assets under management (AUM) with minimum initial investment of 10 K. , while the total return for the last 3 years was 4.99%.
Check E-Valuator Growth 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 Growth , and the less return is expected.

Top The E-Valuator Growth Constituents

E-Valuator Growth Target Price Odds Analysis

What are E-Valuator Growth's target price odds to finish over the current price? Based on a normal probability distribution, the odds of E-Valuator Growth jumping above the current price in 90 days from now is about 98.0%. The The E-Valuator Growth probability density function shows the probability of E-Valuator Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon E-Valuator Growth has a beta of 0.7041 suggesting as returns on the market go up, E-Valuator Growth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The E-Valuator Growth 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 Growth is significantly underperforming DOW.
  Odds Down 9.98HorizonTargetOdds Up 9.98  
1.64%90 days
Based on a normal probability distribution, the odds of E-Valuator Growth to move above the current price in 90 days from now is about 98.0 (This The E-Valuator Growth probability density function shows the probability of E-Valuator Mutual Fund to fall within a particular range of prices over 90 days) .

E-Valuator Growth Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. E-Valuator Growth market risk premium is the additional return an investor will receive from holding E-Valuator Growth 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 Growth. 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 Growth's alpha and beta are two of the key measurements used to evaluate E-Valuator Growth's performance over the market, the standard measures of volatility play an important role as well.

E-Valuator Growth Against Markets

Picking the right benchmark for E-Valuator Growth 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 Growth 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 Growth is critical whether you are bullish or bearish towards The E-Valuator Growth 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 Growth 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 Growth

You need to understand the risk of investing before taking a position in E-Valuator Growth. The danger of trading The E-Valuator Growth 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 Growth 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 Growth. 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 Growth 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 Growth information on this page should be used as a complementary analysis to other E-Valuator Growth'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 Bond Directory module to find actively traded corporate debentures issued by US companies.

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When running E-Valuator Growth price analysis, check to measure E-Valuator Growth'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 Growth is operating at the current time. Most of E-Valuator Growth's value examination focuses on studying past and present price action to predict the probability of E-Valuator Growth'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 Growth's price. Additionally, you may evaluate how the addition of E-Valuator Growth to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between E-Valuator Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine E-Valuator Growth value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, E-Valuator Growth'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.