E-Valuator Mutual Fund Quote

EVMLX -  USA Fund  

USD 9.54  0.02  0.21%

Market Performance
0 of 100
Odds Of Distress
Less than 1
E-Valuator Moderate is trading at 9.54 as of the 23rd of May 2022; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.52. E-Valuator Moderate 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 Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of April 2022 and ending today, the 23rd of May 2022. Click here to learn more.
The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. E-Valuator Moderate is traded on NASDAQ Exchange in the United States. More on The E-Valuator Moderate

E-Valuator Moderate 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 Moderate's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding E-Valuator Moderate or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
E-Valuator Moderate generated a negative expected return over the last 90 days
E-Valuator Moderate is unlikely to experience financial distress in the next 2 years
The fund retains about 8.75% of its assets under management (AUM) in fixed income securities
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 Moderate's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate29th of February 2012
The E-Valuator Moderate [EVMLX] is traded in USA and was established 23rd of May 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of E-Valuator funds family. The E-Valuator Moderate currently has accumulated 165.47 M in assets under management (AUM) with minimum initial investment of 0. , while the total return for the last 3 years was 4.76%.
Check E-Valuator Moderate 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 Moderate , and the less return is expected.

Top The E-Valuator Moderate Constituents

E-Valuator Moderate Target Price Odds Analysis

What are E-Valuator Moderate's target price odds to finish over the current price? Based on a normal probability distribution, the odds of E-Valuator Moderate jumping above the current price in 90 days from now is about 97.0%. The The E-Valuator Moderate probability density function shows the probability of E-Valuator Moderate mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon E-Valuator Moderate has a beta of 0.5217 suggesting as returns on the market go up, E-Valuator Moderate average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The E-Valuator Moderate 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. The E-Valuator Moderate is significantly underperforming DOW.
  Odds Below 9.54HorizonTargetOdds Above 9.54
2.63%90 days
 9.54 
97.31%
Based on a normal probability distribution, the odds of E-Valuator Moderate to move above the current price in 90 days from now is about 97.0 (This The E-Valuator Moderate probability density function shows the probability of E-Valuator Mutual Fund to fall within a particular range of prices over 90 days) .

The E-Valuator Moderate Risk Profiles

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

E-Valuator Moderate Against Markets

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

You need to understand the risk of investing before taking a position in E-Valuator Moderate. The danger of trading The E-Valuator Moderate 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 Moderate 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 Moderate. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The E-Valuator Moderate 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 The E-Valuator Moderate information on this page should be used as a complementary analysis to other E-Valuator Moderate'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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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