Eaton Vance Stock Fund Quote
| EAERX Fund | USD 24.62 0.12 0.49% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Eaton Vance is trading at 24.62 as of the 1st of December 2024; that is 0.49% up since the beginning of the trading day. The fund's open price was 24.5. Eaton Vance has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Eaton Vance Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the SP 500 Index. The fund may invest up to 25 percent of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.. More on Eaton Vance Stock
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Growth Funds, Large Blend Funds, Large Blend, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Stock [EAERX] is traded in USA and was established 1st of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Eaton Vance family. This fund currently has accumulated 77.06 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Stock is currently producing year-to-date (YTD) return of 31.62% with the current yeild of 0.0%, while the total return for the last 3 years was 11.37%.
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 Stock 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 Stock Mutual Fund Constituents
| AMT | American Tower Corp | Stock | Real Estate | |
| BAC | Bank of America | Stock | Financials | |
| FIS | Fidelity National Information | Stock | Financials | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| COP | ConocoPhillips | Stock | Energy |
Eaton Vance Stock Risk Profiles
| Mean Deviation | 0.5942 | |||
| Semi Deviation | 0.7463 | |||
| Standard Deviation | 0.8356 | |||
| Variance | 0.6982 |
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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