Eaton Vance Richard Fund Quote

EARAX Fund  USD 14.93  0.07  0.47%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Eaton Vance is trading at 14.93 as of the 30th of November 2024; that is 0.47 percent up since the beginning of the trading day. The fund's open price was 14.86. Eaton Vance has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Eaton Vance Richard are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund has flexibility to allocate its assets in markets around the world and among various asset classes, including equity, fixed-income, commodity, currency and cash investments. Under normal circumstances, the advisor currently expects to invest 0-75 percent of its net assets in equity securities, 25-90 percent in fixed-income securities and other fixed and floating-rate income instruments, 0-25 percent in commodities andor currencies, and 0-25 percent in cash and cash equivalents. More on Eaton Vance Richard

Moving together with Eaton Mutual Fund

  0.61EIM Eaton Vance MbfPairCorr

Eaton Mutual Fund Highlights

Fund ConcentrationEaton Vance Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Eaton Vance (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Eaton Vance Richard [EARAX] is traded in USA and was established 30th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Eaton Vance family. This fund currently has accumulated 527.14 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Richard is currently producing year-to-date (YTD) return of 8.91% with the current yeild of 0.02%, while the total return for the last 3 years was -0.23%.
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 Richard 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 Richard Mutual Fund Constituents

GDXJVanEck Junior GoldEtfEquity Precious Metals
AMZNAmazon IncStockConsumer Discretionary
CSCOCisco SystemsStockInformation Technology
SHYGiShares 0 5 YearEtfHigh Yield Bond
MBBiShares MBS ETFEtfIntermediate Government
USFRWisdomTree Floating RateEtfUltrashort Bond
AAPLApple IncStockInformation Technology
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
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Eaton Vance Richard 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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