Eaton Vance Capital Fund Quote

CAPEX Fund  USD 2,514  24.04  0.97%   

Performance

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Odds Of Distress

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Eaton Vance is trading at 2514.31 as of the 20th of March 2025; that is 0.97 percent increase since the beginning of the trading day. The fund's open price was 2490.27. Eaton Vance has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks to achieve long-term, after tax returns. Eaton Vance is traded on NASDAQ Exchange in the United States. More on Eaton Vance Capital

Moving together with Eaton Mutual Fund

  0.91VTSAX Vanguard Total StockPairCorr
  0.91VFIAX Vanguard 500 IndexPairCorr
  0.91VTSMX Vanguard Total StockPairCorr
  0.97VITSX Vanguard Total StockPairCorr
  0.97VSMPX Vanguard Total StockPairCorr
  0.97VSTSX Vanguard Total StockPairCorr

Eaton Mutual Fund Highlights

Fund ConcentrationLarge Blend, Eaton Vance, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2025
Fiscal Year EndDecember
Eaton Vance Capital [CAPEX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Blend category and is part of Eaton Vance family. This fund currently has accumulated 1.26 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Capital is currently producing year-to-date (YTD) return of 2.81% with the current yeild of 0.01%, while the total return for the last 3 years was 13.26%.
Check Eaton Vance Probability Of Bankruptcy

Instrument Allocation

Top Eaton Vance Capital Mutual Fund Constituents

BAThe BoeingStockIndustrials
WFCWells FargoStockFinancials
AMZNAmazon IncStockConsumer Discretionary
QCOMQualcomm IncorporatedStockInformation Technology
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
LLYEli Lilly andStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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Eaton Vance Capital Risk Profiles

Eaton Vance Against Markets

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.
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