Eaton Vance Atlanta Fund Quote

EAALX Fund  USD 21.48  0.11  0.51%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Eaton Vance is trading at 21.48 as of the 16th of February 2025; that is 0.51% down since the beginning of the trading day. The fund's open price was 21.59. 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 17th of January 2025 and ending today, the 16th of February 2025. 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 together with Eaton Mutual Fund

  0.73EMOCX Eaton Vance MunicipalPairCorr
  0.7EMOAX Eaton Vance MunicipalPairCorr
  0.69EMOIX Eaton Vance MunicipalPairCorr
  0.68ENYIX Eaton Vance NewPairCorr

Moving against Eaton Mutual Fund

  0.33ERGMX Eaton Vance GlobalPairCorr

Eaton Mutual Fund Highlights

Fund ConcentrationEaton Vance Funds, Large Blend Funds, Large Growth Funds, Large Growth, Eaton Vance, Large Growth, Large Growth (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of June 2023
Fiscal Year EndSeptember
Eaton Vance Atlanta [EAALX] is traded in USA and was established 16th of February 2025. 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 2.97%, while the total return for the last 3 years was 9.27%.
Check Eaton Vance Probability Of Bankruptcy

Instrument Allocation

Stocks97.19%C...100%

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.
Technology22.81%Financial Services17.47%Healthcare17.3%Communication Services12.14%Industrials10.67%Basic...7.54%RealestateConsumer CyclicalCo...100%
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

ICEIntercontinental ExchangeStockFinancials
ZTSZoetis IncStockHealth Care
VRSKVerisk AnalyticsStockIndustrials
VVisa Class AStockFinancials
TMOThermo Fisher ScientificStockHealth Care
MSFTMicrosoftStockInformation Technology
MAMastercardStockFinancials
INTUIntuit IncStockInformation Technology
More Details

Eaton Vance Atlanta 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.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Technical Analysis
Check basic technical indicators and analysis based on most latest market data

Discover investing ideas

Utilize additional investing modules