EVGBX : Evermore Global Value Fund Investor Class

EVGBX is a Allocation Market Total World with HIGH fees.

EVGBX

Evermore Global Value Fund Investor Class

FI Score

34 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

34% FI Score
  • evgbx
  • Mutual Fund
  • Allocation
  • Total World

Evermore Global Value Fund Investor Class

Expenses: 1.47% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks capital appreciation by investing in securities from markets around the world, including U.S. markets. The fund will invest at least 40% of its assets, and may invest up to 100% of its assets, in the securities of issuers located in various foreign countries, including both developed and emerging markets. It will invest in debt securities based on their current yields and overall potential for capital appreciation, and therefore, such debt securities will have varying maturity dates.

Largest Holdings

Amount Holding
6.97% MagnaChip Semiconductor Corp
5.95% Atlantic Sapphire AS Ordinary Shares
5.82% Fagron SA
5.74% Modern Times Group MTG AB B
5.70% Frontline Ltd
4.91% Nordic Entertainment Group AB Class B
4.91% Scorpio Tankers Inc
4.33% Vivendi SA
4.02% S&T AG
3.70% Gamesys Group PLC
3.18% Salmones Camanchaca SA
3.17% EXOR NV
3.06% AF Poyry AB B
2.71% Emgc 8.5% 2021
2.33% KKR & Co Inc
2.32% Tikehau Capital SCA
2.32% Enzo Biochem Inc
2.25% Constellium SE A
2.21% Genco Shipping & Trading Ltd
2.09% Bollore SA
2.09% Scorpio Bulkers
2.05% Xperi Corp
1.96% Lifco AB Class B
1.94% Emergent Capital Inc
1.82% IAC/InterActiveCorp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo