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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
July 28, 2026Energy shocks Escalation in the Middle East conflict and further shipping disruptions in the Persian Gulf and Red Sea lifted oil prices. U.S. crude was trading around $90 per barrel on Friday afternoon, up from roughly $82 at the end of the previous week and $69 as recently as early July.   Earnings upgrade Earnings season forecasts were adjusted sharply higher after a mega-cap tech company reported better-than-expected results. As of Friday, analysts projected that earnings for S&P 500 companies rose an average 37.9% in the second quarter, up from a 24.8% forecast at the end of the previous week, according to FactSet. The latest forecast was based on the roughly one-quarter of S&P 500 companies that had reported results as of Friday, plus projections for those that hadn’t yet released numbers.   Elevated global yields Bond yields pushed higher in key developed markets outside the United States. In the United Kingdom, 10-year government bond yields rose above 5.00% while the equivalent German yield hit its highest level since 2011. Japanese yields recently approached levels last seen in the 1990s.   Busy week ahead In addition to more quarterly earnings reports, the new week will bring a U.S. Federal Reserve policy meeting that concludes on Wednesday. On Thursday, investors will assess an initial estimate of second-quarter GDP growth and June’s inflation rate, as measured by the Personal Consumption Expenditures Price Index.   Read Full Article: https://www.jhinvestments.com/weekly-market-recap#market-moving-news     [...] Read more...
July 24, 2026Gold vs. Silver: Understanding How Precious Metals Perform During Market Downturns                                             When markets become volatile, many investors turn to precious metals as a way to diversify their portfolios. While gold and silver are often grouped together, their performance during economic downturns has historically been quite different. Gold has long been viewed as a traditional safe-haven asset. During periods of economic uncertainty, investors often seek the stability gold can provide, which has helped the metal hold its value—or even appreciate—during some market declines. Silver, however, tends to follow a different path. Because it serves both as an investment asset and an industrial metal, its price is influenced not only by investor sentiment but also by demand from industries such as electronics, renewable energy, and manufacturing. As a result, silver has historically experienced larger price swings than gold during recessions and periods of market stress. History provides several examples of these differences. During the 2008 financial crisis, gold posted a modest gain while silver declined sharply. As the economy recovered, however, silver rebounded much more aggressively, highlighting its tendency toward higher volatility in both directions. More recently, strong investor demand and industrial use contributed to silver significantly outperforming gold during 2025, further illustrating its potential for larger gains during favorable market conditions. For investors, the comparison isn’t necessarily about choosing one metal over the other. Gold may offer greater stability during uncertain periods, while silver can provide additional growth potential when economic conditions improve. Understanding the unique characteristics of each can help investors determine how precious metals may fit within a broader, diversified investment strategy. As with any investment, decisions should be based on individual financial goals, risk tolerance, and long-term objectives. Precious metals can play different roles within a portfolio, and diversification remains an important component of managing market uncertainty. Read Full Article: https://www.visualcapitalist.com/sp/gx04-silver-vs-gold-annual-returns-during-downturns/     [...] Read more...
July 23, 2026Fed Policy Outlook: Why Patience May Be the Strategy The Federal Reserve enters its next policy meeting facing mixed economic signals and continued uncertainty surrounding inflation and interest rates. While some investors are anticipating rate cuts, others believe the central bank may hold steady—or even leave the door open for future increases if inflation proves more persistent. Recent commentary suggests the Fed’s new leadership is taking a measured approach, emphasizing flexibility over forward guidance. Rather than committing to a specific path, policymakers appear focused on evaluating incoming economic data before making additional moves. Although inflation has eased from its peak, it remains above the Federal Reserve’s long-term target. At the same time, economic growth has remained resilient, creating a balancing act between controlling inflation and supporting continued expansion. Some economists also point to longer-term indicators, including Treasury yields, money supply trends, and inflation expectations, as reasons the Fed may not feel pressured to cut rates in the near term. Others believe continued moderation in housing costs and core inflation could eventually support a less restrictive policy stance. For investors, the key takeaway is that uncertainty remains. Future interest rate decisions will likely depend on inflation trends, labor market conditions, and overall economic performance rather than a predetermined schedule. As markets continue to interpret each new economic report, staying focused on long-term investment goals and maintaining a diversified strategy remains an important approach in today’s evolving environment. Click here to read the article: [...] Read more...
July 22, 2026America’s Largest Private Companies Continue to Shape the U.S. Economy While publicly traded companies often dominate financial headlines, many of America’s most influential businesses remain privately owned. These organizations generate billions of dollars in annual revenue, employ hundreds of thousands of people, and play a critical role in industries ranging from agriculture and food production to construction, transportation, finance, and manufacturing. According to Forbes’ latest rankings, the nation’s largest private companies collectively demonstrate the strength and resilience of privately held businesses, many of which have remained family-owned for generations. Private Companies with Massive Revenue Leading the list is Cargill, which produces approximately $154 billion in annual revenue, making it the largest privately held company in the United States. The Minnesota-based company is a global leader in agriculture, food production, and commodity trading, with operations spanning more than 70 countries. Coming in second is Koch, generating roughly $125 billion in annual revenue through a diverse portfolio of businesses that includes energy, manufacturing, chemicals, and industrial products. Other major privately owned companies include: Publix Super Markets Mars H-E-B Grocery Company Reyes Holdings Enterprise Mobility Fidelity Investments Southern Glazer’s Wine & Spirits Cox Enterprises Bechtel Gordon Food Service JM Family Enterprises Meijer Love’s Travel Stops & Country Stores Food Companies Dominate the Rankings More than half of the largest private companies operate within the food, grocery, beverage, or distribution sectors. This reflects the consistent demand for food products and the enormous scale required to serve consumers across the country. Grocery chains, food manufacturers, agricultural suppliers, and distributors process high volumes every day, allowing them to generate revenues comparable to some of the world’s largest public corporations. Diverse Industries Drive Private Business Success Although food-related companies account for much of the list, several organizations from other industries also rank among America’s largest private businesses. Companies such as Enterprise Mobility, Fidelity Investments, and Bechtel demonstrate that transportation, financial services, and construction continue to be major contributors to the U.S. economy. Their success highlights the broad impact privately owned businesses have across nearly every sector. Why It Matters to Investors Private companies may not trade on public stock exchanges, but they remain essential to economic growth, employment, supply chains, and consumer spending. Their financial strength also offers insight into broader economic trends, particularly within industries such as agriculture, retail, manufacturing, logistics, and infrastructure. Understanding which private businesses generate the most revenue can provide investors with valuable perspective on sectors driving long-term economic activity and influencing public companies throughout the marketplace. Read Full article: https://www.visualcapitalist.com/americas-largest-private-companies/         [...] 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