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EVCLX EValuator Conservative RMS Instl

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Fund EVCLX EValuator Conservative RMS Instl
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Similarity
?
100%
Annual Fees
?
$102.48
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.48% annual return
$15,429.66
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 2.62%
3 YR 3.39%
5 YR --
10 YR --
Description
The investment seeks primarily to provide current income and, as a secondary objective, to provide growth through a small degree of exposure to equity markets. The fund normally invests in the securities of other investment companies (including open-end funds, ETFs) and closed-end funds. It will allocate 60%-90% of its assets into a variety of underlying funds that focus on investments in fixed income securities (e.g., money markets and bonds) that possess varying qualities of credit and duration. The remaining 10%-40% of its assets will be generally allocated to equity securities that have the potential of providing dividends and growth on an annual basis.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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