Each E-Valuator Risk Managed Strategy (RMS) Fund is an asset
management service packaged inside a mutual fund
E-Valuator RMS Fund Features
The Investment Business Cycle
A blend of active and passive management,
each E-Valuator RMS fund offers ongoing asset
allocation adjustments throughout all four
phases of the investment business cycle.
MAAP
The Meticulous Asset Allocation Process
(MAAP) establishes the road map for
diversifying and allocating assets in a
pragmatic, methodical manner.
Rebalance and Replace
With no additional work from the advisor,
each fund is rebalanced when the underlying
investment’s balance differs by +/- 10% from
its original allocation. Underlying investments
are replaced when they fall below the required
performance standards
Optimize for Risk and Return
Each RMS Fund seeks to maximize
performance at varying levels of risk along the
efficient frontier while proactively replacing lagging
investments to potentially help reduce
your taxable income.
No front-end sales charges or redemption fees
Selection, monitoring, & replacement of underlying investments
Asset allocation according to stated volatility goals
Daily oversight and automatic rebalancing
E-Valuator Risk Managed Strategy Funds
