Eaton Vance Financials
| ERSGX Fund | USD 13.69 0.09 0.65% |
Eaton |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Eaton Vance Fund Summary
Eaton Vance competes with Rbc Bluebay, Ab Global, Morningstar Global, Dws Global, and Aqr Global. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. Eaton Vance is traded on NASDAQ Exchange in the United States.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Eaton Vance Special |
| Mutual Fund Family | Eaton Vance |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 262 1122 |
| Currency | USD - US Dollar |
Eaton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.Eaton Vance Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Eaton Vance Small Cap is roughly 10.97 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eaton Vance's earnings, one of the primary drivers of an investment's value.Eaton Vance Small Systematic Risk
Eaton Vance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eaton Vance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Eaton Vance Small correlated with the market. If Beta is less than 0 Eaton Vance generally moves in the opposite direction as compared to the market. If Eaton Vance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eaton Vance Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eaton Vance is generally in the same direction as the market. If Beta > 1 Eaton Vance moves generally in the same direction as, but more than the movement of the benchmark.
Eaton Vance March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Eaton Vance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eaton Vance Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eaton Vance Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Eaton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eaton Vance's daily price indicators and compare them against related drivers.
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.88 | |||
| Value At Risk | (1.70) | |||
| Potential Upside | 1.18 |
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |