EVALUATOR Fund Family (Return to Fund Listings)

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
EVALUATOR AGRSV GR 8599RMS SERVICE (EVAGX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR CNSV 1530 RMS SERVICE (EVCLX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR CNSV 1530 RMS R4 (EVFCX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR MODERATE 5070 RMS R4 (EVFMX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR GROWTH 7085 RMS SERVICE (EVGLX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR GROWTH 7085 RMS R4 (EVGRX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR MODERATE 5070RMS SERVICE (EVMLX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR CNSRVMOD3050RMS SERVICE (EVTTX)
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1 $0.00 $0.00 $0.00 $0.00
EVALUATOR VERY CNSRV015RMS SERVICE (EVVLX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.