Eaton Vance Atlanta Fund Quote
| EAALX Fund | USD 21.05 0.02 0.1% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eaton Vance is trading at 21.05 as of the 24th of December 2024; that is 0.1% up since the beginning of the trading day. The fund's open price was 21.03. Eaton Vance has about a 22 % 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 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
Under normal market conditions, the fund invests in common stocks of approximately 20 to 35 companies, primarily with large market capitalizations. It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. More on Eaton Vance Atlanta
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Large Growth Funds, Large Growth, Eaton Vance, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | September |
Eaton Vance Atlanta [EAALX] is traded in USA and was established 24th of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Eaton Vance family. This fund currently has accumulated 1.04 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Atlanta is currently producing year-to-date (YTD) return of 11.23%, while the total return for the last 3 years was 4.93%.
Check Eaton Vance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Atlanta Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Atlanta Mutual Fund Constituents
| ICE | Intercontinental Exchange | Stock | Financials | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology |
Eaton Vance Atlanta Risk Profiles
| Mean Deviation | 0.5526 | |||
| Standard Deviation | 0.7782 | |||
| Variance | 0.6055 | |||
| Risk Adjusted Performance | (0.08) |
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |