Evaluator Very Conservative Fund Quote

EVVCX Fund  USD 9.55  0.02  0.21%   

Performance

3 of 100

 
Low
 
High
Insignificant

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Evaluator Very is trading at 9.55 as of the 28th of March 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.53. Evaluator Very has about a 44 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Evaluator Very Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of August 2022 and ending today, the 28th of March 2024. 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. It will allocate 85-100 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. More on Evaluator Very Conservative

Moving together with Evaluator Mutual Fund

  0.73EVFCX Evaluator ConservativePairCorr

Moving against Evaluator Mutual Fund

  0.41BXEIX Barings Emerging MarketsPairCorr

Evaluator 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. Evaluator Very's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Evaluator Very or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationE-Valuator funds Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, E-Valuator funds (View all Sectors)
Update Date31st of March 2024
Evaluator Very Conservative [EVVCX] is traded in USA and was established 28th of March 2024. Evaluator Very is listed under E-Valuator funds category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of E-Valuator funds family. This fund currently has accumulated 16.16 M in assets under management (AUM) with minimum initial investment of 10 K. Evaluator Very Conse is currently producing year-to-date (YTD) return of 0.42% with the current yeild of 0.04%, while the total return for the last 3 years was -0.49%.
Check Evaluator Very 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 Evaluator 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 Evaluator Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Evaluator Very Conservative Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Evaluator Very Conservative Mutual Fund Constituents

BFFAXBond Fund OfMutual FundIntermediate Core Bond
BYLDIShares Yield OptimizedEtfIntermediate Core-Plus Bond
BBBIXBbh Limited DurationMutual FundUltrashort Bond
VCOBXVanguard E BondMutual FundIntermediate Core Bond
IGSBIShares 1 5 YearEtfShort-Term Bond
HFLFXThe Hartford FloatingMutual FundBank Loan
RPIFXT Rowe PriceMutual FundBank Loan
More Details

Evaluator Very Target Price Odds Analysis

Based on a normal probability distribution, the odds of Evaluator Very jumping above the current price in 90 days from now is about 16.75%. The Evaluator Very Conservative probability density function shows the probability of Evaluator Very mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Evaluator Very has a beta of 0.2541 suggesting as returns on the market go up, Evaluator Very average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Evaluator Very Conservative will be expected to be much smaller as well. Additionally, evaluator Very Conservative has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 9.55HorizonTargetOdds Above 9.55
82.41%90 days
 9.55 
16.75%
Based on a normal probability distribution, the odds of Evaluator Very to move above the current price in 90 days from now is about 16.75 (This Evaluator Very Conservative probability density function shows the probability of Evaluator Mutual Fund to fall within a particular range of prices over 90 days) .

Evaluator Very Conse Risk Profiles

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

Evaluator Very Against Markets

Picking the right benchmark for Evaluator Very 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 Evaluator Very 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 Evaluator Very is critical whether you are bullish or bearish towards Evaluator Very Conservative at a given time. Please also check how Evaluator Very's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Evaluator Very without increasing your portfolio risk or giving up the 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.

Did you try this?

Run Global Markets Map Now

   

Global Markets Map

Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
All  Next Launch Module

How to buy Evaluator Mutual Fund?

Before investing in Evaluator Very, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Evaluator Very. To buy Evaluator Very fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Evaluator Very. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Evaluator Very fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Evaluator Very Conservative fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Evaluator Very Conservative fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Evaluator Very Conservative, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Evaluator Very Conservative?

The danger of trading Evaluator Very 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 Evaluator Very 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 Evaluator Very. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Evaluator Very Conse 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evaluator Very Conservative. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Evaluator Very Conse information on this page should be used as a complementary analysis to other Evaluator Very'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 the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

Complementary Tools for Evaluator Mutual Fund analysis

When running Evaluator Very's price analysis, check to measure Evaluator Very'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 Evaluator Very is operating at the current time. Most of Evaluator Very's value examination focuses on studying past and present price action to predict the probability of Evaluator Very's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Evaluator Very's price. Additionally, you may evaluate how the addition of Evaluator Very to your portfolios can decrease your overall portfolio volatility.
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
CEOs Directory
Screen CEOs from public companies around the world
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Commodity Directory
Find actively traded commodities issued by global exchanges
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Equity Valuation
Check real value of public entities based on technical and fundamental data
Please note, there is a significant difference between Evaluator Very's value and its price as these two are different measures arrived at by different means. Investors typically determine if Evaluator Very is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Evaluator Very'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.