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Overview

We Believe Investing Should Be Easy

The E-Valuator Risk Managed Strategy (RMS) Funds make investing easy for Investors by providing 6 distinctly different investment options spanning the efficient frontier spectrum of risk management from Very Conservative to Enhanced Growth.  Investors simply need to identify their personal level of acceptable volatility (risk) exposure, then invest accordingly in the RMS Fund(s) matching their tolerance level.

We Believe In a Systematic Approach to Intelligent Investing

We manage The E-Valuator Risk Managed Strategy (RMS) Funds with a disciplined, pragmatic approach seeking to maximize performance within a stated range of volatility, as measured by standard deviation. Our Meticulous Asset Allocation Process (MAAP) provides the guidance in the form of a “road map” through the asset allocation and diversification process.

We Strive To Simplify the Process

The E-Valuator Risk Managed Strategy (RMS) Funds were created to simplify a comprehensive asset management process, without sacrificing performance. Accordingly, each of The E-Valuator RMS Funds contains a complete asset management program packaged into an open-end mutual fund.

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Performance Report
 
Quarterly Commentary

As Seen In

The E-Valuator RMS Funds Are Not Typical Mutual Funds

The E-Valuator Software

The E-Valuator software systematically selects, monitors, and replaces (as needed) the underlying investments, i.e. ETF’s and open-end mutual funds.

M.A.A.P.

Meticulous Asset Allocation Process.  Establishes the “road map” for diversifying and allocating assets in a pragmatic, methodical manner.

Optimized for Return

Seeking to maximize performance at varying levels of risk along the efficient frontier while utilizing both Passive Management and Active Management.

Rebalancing

Underlying investments are rebalanced when their pro-rata balance of the Fund differs by +/-10% from their original allocation percentage.

Replacement

These fund-of-funds investments continually monitor, identify, and replace underlying investments whenever performance lags below the criteria set by the E-Valuator software.

Tax Harvesting

Proactively replace a lagging investment to potentially help reduce your taxable income.

NEWS & INSIGHTS
September 15, 2026Weekly Market Recap: Rising Yields, Inflation and the Fed in Focus Investors faced renewed pressure in the bond market last week as Treasury yields climbed sharply, inflation remained stubborn, and expectations increased for another Federal Reserve interest rate hike. Treasury Yields Push Higher Bond yields moved significantly higher to close out the week. The 10-year U.S. Treasury yield reached 4.97%, approaching the closely watched 5% level and marking its highest point since October 2023. Short- and long-term yields also climbed. The 2-year Treasury yield rose to 4.63%, while the 30-year Treasury reached 5.35%. Higher Treasury yields can affect borrowing costs throughout the economy, from mortgages and business loans to corporate financing. They can also create additional competition for stocks as investors evaluate the potential returns available from fixed-income investments. Inflation Remains Persistent Fresh inflation data added to concerns that price pressures may be proving difficult to bring under control. The Consumer Price Index showed that annual inflation remained at 3.4% in August, unchanged from the previous month and still above the Federal Reserve’s long-term 2% target. Wholesale inflation also increased during the month, reinforcing concerns that inflationary pressures remain present throughout the economy. Together, the reports strengthened expectations that the Federal Reserve may need to maintain a restrictive monetary policy stance—or potentially raise rates again—to continue its fight against inflation. Markets Prepare for the Fed Expectations for another Federal Reserve rate hike increased considerably following the latest inflation reports. By Friday, futures markets indicated an 88% probability of a quarter-percentage-point rate increase at the Fed’s September meeting, up from 59% just one week earlier. The rapid shift in expectations illustrates how closely investors are watching economic data for clues about the Fed’s next move. A higher-for-longer interest rate environment could continue influencing stock valuations, bond prices, borrowing costs and economic growth in the months ahead. Higher Rates Continue to Challenge Housing The housing market is also feeling the effects of elevated borrowing costs. Existing-home sales fell 2% in August compared with July and were 1.2% lower than a year earlier. Higher mortgage rates continue to create affordability challenges for many potential buyers. One encouraging development is an increase in the number of homes available for sale. Housing inventory surpassed 1.6 million homes in August for the first time since 2019, giving buyers somewhat more choice even as financing remains expensive. What Investors Are Watching The Federal Reserve remains at the center of the market outlook. Investors will be watching the Fed’s September decision closely for both the direction of interest rates and any indication of how policymakers view inflation, economic growth and future monetary policy. With Treasury yields near multiyear highs, inflation still above the Fed’s target and borrowing costs weighing on areas such as housing, markets could remain sensitive to economic data and changes in interest-rate expectations. For long-term investors, periods of changing interest rates are another reminder of the importance of maintaining a diversified strategy built around individual goals, time horizon and risk tolerance. Source: John Hancock Investment Management, Weekly Market Recap, week ended September 11, 2026.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news [...] Read more...
September 9, 2026Mapped: What Does Every Country Export Most? What a country sells to the rest of the world can reveal a great deal about its economy—from its natural resources and industrial capabilities to its role within the global supply chain. A global look at countries’ leading exports highlights just how different those economic strengths can be. Energy and Natural Resources Remain Global Trade Drivers For many countries, particularly those rich in natural resources, oil, natural gas, minerals and other commodities continue to play an important role in exports. These products can generate significant international revenue, but economies that rely heavily on a single commodity can also be more sensitive to changes in global demand and prices. Manufacturing Tells a Different Story Elsewhere, manufactured products dominate international trade. Vehicles, machinery, electronics, pharmaceuticals and other higher-value goods demonstrate the importance of manufacturing infrastructure, technology and skilled labor in shaping a country’s export economy. The differences also illustrate how interconnected modern supply chains have become. A product exported from one country may depend on components, materials or technology originating in several others. Agriculture Still Plays a Major Role Food and agricultural products remain important exports for many economies as well. Geography, climate and available farmland can give countries distinct advantages in producing crops, livestock and other agricultural commodities for international markets. A Snapshot of the Global Economy Looking at each country’s largest export provides only one piece of a much larger economic picture, but it offers an interesting way to see how nations participate in global commerce. For investors, these trade patterns can also provide useful context. Changes in commodity prices, consumer demand, tariffs, trade relationships, technology and geopolitical conditions can have very different effects depending on the industries and exports that matter most to an individual economy. Source: Visual Capitalist, Mapped: Every Country’s Main Export Read Full Article: https://www.visualcapitalist.com/mapped-every-countrys-main-export/ [...] Read more...
September 8, 2026August Hiring Rebounds The U.S. labor market showed renewed strength in August, with employers adding 162,000 jobs during the month. That represented a significant improvement from July’s revised gain of 21,000 jobs and came in well above economists’ expectations. August also marked the strongest month for job creation in five months, while the unemployment rate remained unchanged at 4.1%. Strong Jobs Report Shifts Rate Expectations The stronger-than-anticipated employment report caused investors to reassess the outlook for interest rates ahead of the Federal Reserve’s September meeting. Following the jobs data, futures markets indicated approximately a 58% chance of a quarter-point rate increase, compared with a 42% probability that rates would remain unchanged. Prior to the employment report, expectations had been much more evenly divided. Stocks Finish August Higher Major U.S. stock indexes delivered positive results in August. The S&P 500 gained approximately 2.6% for the month, marking its fourth monthly advance in five months. The technology-heavy NASDAQ led the major indexes with a 3.9% increase, while the Dow Jones Industrial Average rose 1.3%. Inflation Data Takes Center Stage Investors will turn their attention to the upcoming Consumer Price Index report as the Federal Reserve prepares for its September 16 policy decision. The report will provide policymakers with another important look at inflation trends. The previous CPI reading showed annual inflation at 3.4% in July, easing slightly from 3.5% in June. Source: Manulife John Hancock Investments, Weekly Market Recap – Week Ended September 4, 2026. Read Full Article: https://www.jhinvestments.com/weekly-market-recap     [...] Read more...
September 4, 2026Bond Market in Focus as Debt and Treasury Yields Rise The bond market is drawing increased attention as rising U.S. government debt, higher Treasury yields and changes in Federal Reserve leadership create a new set of considerations for investors. U.S. public debt recently surpassed $40 trillion, bringing the nation’s fiscal outlook back into focus. While crossing that threshold is largely symbolic on its own, the continued growth of federal debt raises longer-term questions about government borrowing, interest costs and the potential impact on financial markets. Treasury Yields Move Higher Treasury yields have risen across maturities, from short-term securities through the 30-year Treasury bond. There isn’t one single factor behind the increase. Inflation concerns, tariffs, oil prices, corporate borrowing and increased Treasury financing needs may all be contributing. Higher government debt-service costs could also add pressure to longer-term rates. Of particular note, the 30-year Treasury yield has climbed to levels not seen since 2007. For investors, higher Treasury yields can have implications well beyond government bonds. Treasury rates influence borrowing costs throughout the economy and can affect corporate financing, mortgages and the relative attractiveness of stocks versus fixed-income investments. A Changing Federal Reserve Investors are also watching Federal Reserve Chair Kevin Warsh for clues about how monetary policy could evolve. Warsh has indicated that financial markets themselves can provide important signals for monetary policy. He has also expressed a preference for less forward guidance from the Fed, potentially placing greater emphasis on incoming economic data and the market’s response to that information. That could mean investors will need to pay even closer attention to inflation, employment, economic growth and bond-market movements when evaluating the future direction of interest rates. The size of the Federal Reserve’s balance sheet may also become an important part of the policy discussion as the central bank considers its longer-term approach. What Could Higher Rates Mean for Investors? Rising yields can create both risks and opportunities. Higher interest rates can pressure existing bond prices and increase borrowing costs for businesses and consumers. They can also influence equity valuations as investors compare potential stock-market returns with increasingly attractive yields available in fixed-income investments. At the same time, higher yields can provide greater income potential for investors seeking exposure to bonds. Despite uncertainty surrounding debt levels, inflation and monetary policy, the broader economic picture remains an important consideration. LPL’s analysis points to supportive economic and corporate fundamentals, improving earnings expectations and broader market leadership. For investors, the current environment reinforces the value of maintaining a diversified approach. Markets may continue to react to changes in interest rates and policy expectations, but keeping a long-term perspective can help investors navigate short-term volatility while remaining positioned for future opportunities. Source: LPL Research, The Bond Market Awaits Chairman Warsh’s Jackson Hole Speech, updated August 27, 2026. Read Full Article: https://www.lpl.com/research/blog/the-bond-market-awaits-chairman-warshs-jackson-hole-speech.html [...] Read more...

Funds

Enhanced GrowthGrowthModerateConservative/ModerateConservativeVery Conservative
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Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet
Fact Sheet

Equity Allocation

85% – 99%70% – 85%50% – 70%30% – 50%15% – 30%0% – 15%

RMS Fund Objectives

PrimaryHigh GrowthGrowthGrowth & IncomeIncomeIncomeIncome
SecondaryIncomeIncomeGrowth & IncomeGrowthGrowthStability of Principal

Investor Suitability

Liquidation Target DateMore than 12 yrs.9 yrs. to 12 yrs.6 yrs. to 9 yrs.4 yrs. to 6 yrs.2 yrs. to 4 yrs.Less than 2 yrs.
Short-Term Loss ToleranceVery HighHighAcceptableModerateLowVery Low
Stock Market Risk ExposureSignificantAbove AverageAverageBelow AverageBelow AverageMinimal
Inflation Risk ExposureMinimalBelow AverageAverageAbove AverageAbove AverageSignificant

Std. Deviation Goal

3 yr. and/or 5 yr.9.5% – 13.5%8.0% – 11.0%5.5% – 8.5%4.0% – 6.5%2.5% – 5.0%1.0% – 3.5%

Ticker Symbols &
Summary Prospectuses

Service Share Class
EVAGX
EVGLX
EVMLX
EVTTX
EVCLX
EVVLX
R4 Share Class
EVFGX
EVGRX
EVFMX
EVFTX
EVFCX
EVVCX

RISK: There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from difference in generally accepted accounting in principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. These and other risks are described more fully in the fund’s prospectus. CREDIT RISK: The issuer of a fixed income security may not be able to make interest and principal payments when due. The lower the credit rating of a security, the greater the risk of default on its obligation.

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which may be obtained online or by calling 1-888-507-2798.

Please read the prospectus carefully before investing.

FOR THE INVESTOR, IT’S SIMPLE.

In essence, The E-Valuator Risk Managed Strategy Funds provide a cost-effective asset allocation service for its shareholders.

Kevin R. Miller
CEO Systelligence & Portfolio Manager
The E-Valuator Risk Managed Strategy Funds