Eaton Vance Tax Managed Fund Quote
| EATVX Fund | USD 43.45 0.23 0.53% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Eaton Vance is trading at 43.45 as of the 15th of December 2024; that is 0.53% down since the beginning of the trading day. The fund's open price was 43.68. Eaton Vance has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2023 and ending today, the 15th of December 2024. Click here to learn more.
The fund normally invests primarily in value stocks. Value stocks are common stocks that, in the opinion of the investment adviser, are undervalued or inexpensive relative to their intrinsic value or to the overall stock market. The fund may invest up to 25 percent of its total assets in foreign securities issued by companies domiciled in developed or emerging market countries.. More on Eaton Vance Tax Managed
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Value Funds, Large Value, Eaton Vance, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Tax Managed [EATVX] is traded in USA and was established 15th of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Value category and is part of Eaton Vance family. This fund currently has accumulated 721.12 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Tax is currently producing year-to-date (YTD) return of 20.52% with the current yeild of 0.01%, while the total return for the last 3 years was 6.73%.
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 Tax Managed 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 Tax Managed Mutual Fund Constituents
| DIS | Walt Disney | Stock | Communication Services | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Eaton Vance Tax Risk Profiles
| Mean Deviation | 0.4695 | |||
| Semi Deviation | 0.3125 | |||
| Standard Deviation | 0.6406 | |||
| Variance | 0.4104 |
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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