Eaton Vance Tax Managed Fund Quote
| ECEAX Fund | USD 32.99 0.47 1.40% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eaton Vance is trading at 32.99 as of the 5th of March 2025; that is 1.4 percent decrease since the beginning of the trading day. The fund's open price was 33.46. Eaton Vance has about a 23 % 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 6th of September 2024 and ending today, the 5th of March 2025. Click here to learn more.
The fund invests primarily in diversified tax-managed portfolios sponsored by Eaton Vance Management and its affiliates that invest at least 80 percent of their net assets in equity securities. It may invest up to 25 percent of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35 percent of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.. More on Eaton Vance Tax Managed
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Eaton Vance (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Tax Managed [ECEAX] is traded in USA and was established 5th of March 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Eaton Vance family. This fund currently has accumulated 623.5 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Tax is currently producing year-to-date (YTD) return of 1.92%, while the total return for the last 3 years was 8.04%.
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
| WFC | Wells Fargo | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PFF | iShares Preferred and | Etf | Preferred Stock | |
| NEE | Nextera Energy | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology |
Eaton Vance Tax Risk Profiles
| Mean Deviation | 0.5724 | |||
| Standard Deviation | 0.7618 | |||
| Variance | 0.5804 | |||
| Risk Adjusted Performance | (0.04) |
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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