The E-Valuator Conservative (15%-30%) RMS Fund

The E-Valuator Conservative (15%-30%) RMS Fund is a registered fund series of World Funds Trust (series S000053918). Net assets $67.7M as of 2021-03-31.

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Advisers

Top holdings (89 reported)

Showing 15 of 89 holdings by value.

HoldingTickerValue% of fund
GABELLI US TREASURY MONEY MARKET FUNDGABXX$8.9M1308.41%
JPMorgan Short Duration Core Plus Fund R6 ClassJSDRX$4.9M730.38%
STRLNG CAP TTL RTRN BND-R6STRDX$4.9M720.24%
AMER CENT SH DUR STR INC-YASYDX$4.1M599.88%
COLUMBIA BOND FUND--I3CBFYX$3.5M516.61%
AMER FND BND FND OF AM-F3BFFAX$3.4M496.90%
Dodge & Cox Global Bond FundDODLX$3.0M446.74%
HARTFORD FLOATING RATE-FHFLFX$1.9M284.40%
FIDELITY FLTNG RT HI INCFFRHX$1.9M282.81%
ISHARES GOLD TRUSTIAU$1.8M268.05%
iShares Intermediate-Term Corporate Bond ETFIGIB$1.7M258.31%
Vanguard Intermediate-Term Corporate Bond ETFVCIT$1.7M258.27%
VIRTUS ALLIANZ COR PL BD-R6ACOSX$1.7M257.84%
ABERDEEN STANDARD PHYSICAL SILVER SHARESSIVR$1.4M211.66%
ISHARES FALLEN ANGELS ETFFALN$1.4M209.68%

Net asset history

Report dateNet assets
2021-03-31$67.7M
2020-12-31$62.8M
2020-09-30$58.7M
2020-06-30$55.4M
2020-03-31$50.8M

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