Frequently Asked Questions (FAQ)
Below is a selection of questions we receive more often than others. Should your question not be answered here, please contact us!
What Makes The E-Valuator so unique?
It is completely customizable. Everything is built to your investment specifications.
How often can these settings be changed?
Anytime, with no additional costs.
How often is The E-Valuator's data updated/who does it?
Data is updated DAILY by Morningstar, Inc.
How many months of data does The E-Valuator monitor?
The E-Valuator monitors 30 months of data, plus month-to-date.
How many months of data does The E-Valuator display?
The E-Valuator displays 15 months of data, plus month-to-date.
What is the "Keep Zone"?
The zone an investment resides in when it meets your performance tolerance. This zone is Dark Green.
What is the "Above Average Watch Zone"?
The zone an investment resides in when it is above the average of the benchmark but hasn't made it into the Keep Zone. This zone is Light Green.
What is the "Below Average Watch Zone"?
The zone an investment resides in when it is below the average of its benchmark, but not so low that it is in the Replacement Zone. This zone is Amber and is intended to caution you that your investment is performing below average.
What is the "Replacement Zone"?
The zone an investment resides in when it falls below your lowest performance tolerance. This zone is Red.
What is the shortest Duration Tolerance setting?
1 month.
What is the longest Duration Tolerance setting?
15 months.
Would a larger number in the "Keep Dial Setting" typically be more demanding or more passive?
A larger number in the Keep Dial Setting would indicate a more demanding performance
Would a lower number in the "Replacement Dial Setting" typically be more demanding or more passive?
A lower number in the Replacement Dial Setting would indicate a more passive performance tolerance disposition.
Is a shorter Duration Tolerance more demanding or more passive?
A shorter Duration Tolerance would be more demanding.
Which Performance Timeframe(s) are most important?
This is Investor specific. Some Investors may feel 10-year return is the most important, while another Investor may feel 4-year timeframe is more important.
How often can statements be set to email me?
Monthly, Quarterly, Semi-Annually, Annually or Never.
Who can benefit from using the E-Valuator?
Individual investors, advisors, or anyone responsible for the oversight of assets on the behalf of others.
