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

The E-Valuator Conservative (15%-30%) RMS Fund is a registered fund series of E-Valuator Funds Trust (series S000070060). Net assets $48.2M as of 2026-03-31.

Profile

Advisers

Top holdings (76 reported)

Showing 15 of 76 holdings by value.

HoldingTickerValue% of fund
iShares Convertible Bond ETF$3.1M638.26%
T Rowe Price Institutional Flo$2.5M520.52%
Pacer Aristotle Pacific Floati$2.3M484.97%
Eaton Vance Total Return Bond$2.0M406.98%
Vanguard Emerging Markets Bond$1.9M400.05%
Dodge & Cox Global Bond Fund$1.8M382.42%
Vanguard Intermediate-Term Bon$1.7M351.92%
WisdomTree Interest Rate Hedge$1.6M327.34%
iShares 7-10 Year Treasury Bon$1.5M301.43%
Allspring Core Plus Bond Fund$1.4M300.47%
iShares 10-20 Year Treasury Bo$1.4M300.44%
JPMorgan Inflation Managed Bon$1.4M281.25%
Vanguard Core Bond Fund$1.4M280.67%
Schwab 5-10 Year Corporate Bon$1.3M275.22%
iShares 5-10 Year Investment G$1.3M262.60%

Net asset history

Report dateNet assets
2026-03-31$48.2M
2025-12-31$49.5M
2025-09-30$49.6M
2025-06-30$49.4M
2025-03-31$49.3M
2024-12-31$51.0M
2024-09-30$50.6M
2024-06-30$50.0M

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