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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 15, 2026Which States Are Leading U.S. Economic Growth? Economic growth across the United States remained positive in 2025, but not all states expanded at the same pace. While the national economy grew by 2.1% after adjusting for inflation, some states significantly outperformed the average, highlighting where business activity, population growth, and investment continue to gain momentum. Recent data from the U.S. Bureau of Economic Analysis (BEA) shows that every state experienced economic growth during the year, although the rate of expansion varied considerably from region to region. The Sun Belt Continues to Outperform Florida and South Carolina led the nation in economic growth, with both states posting 3.1% real GDP growth. Other high-performing states included New York, Alaska, Utah, North Carolina, California, Indiana, Texas, and Hawaii. Much of the strongest growth occurred throughout the Sun Belt, where lower business costs, competitive tax environments, and continued population migration have helped fuel business investment, consumer spending, and job creation. States such as Texas, North Carolina, Arkansas, and Florida continue to attract both businesses and new residents, contributing to stronger economic activity than many other parts of the country. Traditional Economic Powerhouses Remain Strong Although the South captured much of the attention, larger, established economies also posted impressive gains. New York ranked among the nation’s fastest-growing economies, while California continued to deliver above-average growth despite ongoing population shifts. Strong performances from technology, healthcare, finance, and professional services helped support expansion in both states. These results demonstrate that innovation, capital investment, and diversified industries remain important drivers of long-term economic strength. Some Regions Face Slower Growth At the other end of the spectrum, North Dakota, West Virginia, Wyoming, and Washington, D.C. recorded the slowest rates of economic expansion. The Plains and Great Lakes regions generally experienced more modest growth, as several industries—including manufacturing and agriculture—continued to face economic headwinds from changing trade conditions and softer demand. Importantly, however, no state’s economy contracted during 2025, reflecting broad resilience across the U.S. economy. What This Means for Investors Regional economic trends can provide valuable insight into where future opportunities may develop. Population migration, business investment, employment growth, and industry diversification all influence long-term economic performance and can impact investment sectors differently over time. While economic leadership often shifts from year to year, maintaining a diversified investment strategy remains one of the most effective ways to navigate changing regional and national market conditions. As always, investors should focus on long-term goals rather than short-term economic headlines. Read More: https://www.visualcapitalist.com/mapped-states-driving-americas-economic-growth/ [...] Read more...
July 14, 2026Earnings build-up Wall Street analysts modestly boosted their expectations as major U.S. banks prepared to open quarterly earnings season. As of Friday, analysts surveyed by FactSet were forecasting an average second-quarter earnings growth rate of 23.6% for companies in the S&P 500, up from a 23.3% forecast a week earlier. Either outcome would mark the second consecutive quarter of growth exceeding 20%.   Volatility eases An index that tracks investors’ expectations of short-term U.S. stock market volatility fell for the second week in a row, slipping to its lowest level in more than six months. The Cboe Volatility Index finished the week at 15.0, down from a recent high of 22.2 reached on June 10.   Elevated yields Prices of U.S. government bonds fell for the second week in a row, sending yields to their highest levels since mid-May amid persistent concerns about inflation and interest rates. The 10-year Treasury yield finished the week at 4.56%, up from 4.37% a couple of weeks earlier. The 30-year Treasury ended at 5.06%, up from 4.87% two weeks earlier.   Fed chair, CPI ahead The new week’s calendar will be packed, as recently installed U.S. Federal Reserve Chair Kevin Warsh is scheduled to testify before House and Senate panels on Tuesday and Wednesday, respectively, and present a monetary policy update. In addition, a U.S. Consumer Price Index report scheduled for release on Tuesday will provide a monthly update on inflation.   Read More at: https://www.jhinvestments.com/weekly-market-recap#market-moving-news [...] Read more...
July 9, 2026Global Economy Faces Geopolitical Challenges in the Second Half of 2026 As we move into the second half of 2026, investors continue to navigate an economic landscape shaped by geopolitical uncertainty, inflation concerns, and evolving central bank policies. While the conflict in the Middle East remains an important factor influencing global markets, many major economies have demonstrated resilience despite ongoing challenges. Energy Prices Continue to Influence Global Markets One of the largest concerns remains the impact of energy prices. Continued uncertainty surrounding shipping routes and oil supplies has contributed to elevated commodity prices, creating inflationary pressure in many regions of the world. Countries that produce and export energy have generally weathered these conditions better than those heavily dependent on imported oil. Higher energy costs have also complicated the outlook for central banks. Rather than aggressively lowering interest rates, many policymakers remain cautious as they balance inflation risks with economic growth. The U.S. Economy Remains Resilient Despite global uncertainty, the U.S. economy continues to show underlying strength. Consumer spending has remained relatively healthy, business investment has improved, and manufacturing activity has stabilized. With inflation still above desired levels and employment remaining strong, the Federal Reserve is expected to take a measured approach to future interest rate decisions. Markets will continue watching inflation trends, employment data, and economic growth for clues regarding the Fed’s next move. Global Growth Varies by Region Economic conditions continue to differ significantly across the globe. Canada is experiencing modest growth supported by infrastructure spending, while higher energy prices remain a concern. Europe faces additional challenges due to its dependence on imported energy, although government spending and structural reforms continue to provide support. The United Kingdom continues to battle slower economic growth alongside inflationary pressures. Japan maintains a generally positive long-term outlook despite near-term headwinds. China continues to benefit from manufacturing and exports, although domestic consumer demand remains uneven. Emerging markets are seeing mixed results, with energy exporters and technology-driven economies generally outperforming others. What Investors Should Watch Several themes are likely to influence markets during the remainder of 2026: Inflation trends and central bank decisions Energy prices and supply chain stability Labor market strength Interest rate expectations Corporate earnings Geopolitical developments Global trade activity These factors will continue to shape both stock and bond market performance throughout the year. Staying Focused on Long-Term Goals Periods of geopolitical uncertainty often create short-term market volatility. However, history has shown that diversified investment strategies and long-term financial planning remain among the most effective approaches for navigating changing market conditions. While headlines may drive day-to-day market movements, maintaining a disciplined investment strategy aligned with your long-term objectives can help investors remain focused during uncertain times. Read Full Article: https://www.jhinvestments.com/viewpoints/market-outlook/2026-global-macroeconomic-outlook-trying-to-move-past-the-middle-east-conflict [...] Read more...
July 8, 2026  Which U.S. States Rely Most on Manufacturing? Manufacturing remains one of the driving forces behind the U.S. economy, but its importance varies significantly from state to state. While some states have shifted toward technology or service industries, others continue to rely heavily on manufacturing to support jobs, investment, and economic growth. According to 2025 data from the U.S. Bureau of Economic Analysis (BEA), Indiana leads the nation, with manufacturing contributing approximately 24% of the state’s Gross Domestic Product (GDP). No other state comes close, with Louisiana ranking second at just over 17%. Manufacturing Powers the Midwest The Midwest continues to serve as the heart of American manufacturing. States including Indiana, Michigan, Wisconsin, Iowa, Kentucky, Ohio, Kansas, and Minnesota all generate a significant portion of their economies from manufacturing activities. Many of these states have built long-standing industries around automotive production, steel, food processing, industrial machinery, chemical manufacturing, and agricultural equipment. Their central locations, transportation infrastructure, and skilled workforce have helped keep manufacturing a major economic contributor for decades. Minnesota, for example, ranks among the nation’s leading manufacturing states, with the industry accounting for 11.5% of its GDP. The state’s diverse manufacturing sector includes medical technology, food production, machinery, electronics, and precision manufacturing. Why Indiana Leads the Nation Indiana has earned its reputation as one of America’s manufacturing powerhouses through a diverse industrial base. The state is home to major automotive manufacturers, steel production facilities, pharmaceutical companies, and energy-related industries. Northwestern Indiana produces more steel than any other state, while Indianapolis serves as headquarters for several global manufacturing companies. Its central location and extensive transportation network also make Indiana an attractive destination for manufacturers distributing products throughout North America. Manufacturing Continues to Evolve Although manufacturing remains essential to many state economies, the industry has changed considerably over the past several decades. Global competition and overseas production reduced manufacturing employment in many regions, particularly across the Midwest. However, recent investments in domestic production are beginning to reshape the industry. New facilities focused on semiconductor manufacturing, electric vehicles, battery production, clean energy technologies, and advanced manufacturing are creating fresh opportunities across both the Midwest and Southern United States. These investments are part of a broader trend toward reshoring manufacturing operations and strengthening domestic supply chains. Looking Ahead Manufacturing continues to play a vital role in America’s economy by supporting innovation, providing skilled careers, and driving regional economic growth. While technology continues to transform the industry, states with strong manufacturing infrastructure remain well-positioned to benefit from future investments and expanding domestic production. As companies continue modernizing operations and bringing more manufacturing back to the United States, many industrial regions are expected to remain important contributors to the nation’s long-term economic success. Read FUll Article:  https://www.visualcapitalist.com/u-s-states-depend-most-on-manufacturing/ [...] Read more...

Funds

Enhanced GrowthGrowthModerateConservative/ModerateConservativeVery Conservative
Download
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