Eaton Vance Small Cap Fund Quote
| ECSMX Fund | USD 10.83 0.10 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eaton Vance is trading at 10.83 as of the 21st of March 2025; that is 0.91 percent decrease since the beginning of the trading day. The fund's open price was 10.93. 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls within or below the range of companies in the current Russell 2000 Index, or below the three-year average maximum market cap of companies in the Russell 2000 Index as of December 31 of the three preceding years.. More on Eaton Vance Small Cap
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Small Growth Funds, Small Growth, Eaton Vance, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Small Cap [ECSMX] is traded in USA and was established 21st of March 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Eaton Vance family. This fund currently has accumulated 141.7 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Small is currently producing year-to-date (YTD) return of 0.18%, while the total return for the last 3 years was 2.99%.
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 Small Cap 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 Small Cap Mutual Fund Constituents
| HXL | Hexcel | Stock | Industrials | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care | |
| TREX | Trex Company | Stock | Industrials | |
| MRCY | Mercury Systems | Stock | Industrials | |
| FAF | First American | Stock | Financials | |
| CNS | Cohen Steers | Stock | Financials | |
| BCPC | Balchem | Stock | Materials | |
| HR | Healthcare Realty Trust | Stock | Real Estate |
Eaton Vance Small Risk Profiles
| Mean Deviation | 0.7705 | |||
| Standard Deviation | 0.9893 | |||
| Variance | 0.9786 | |||
| Risk Adjusted Performance | (0.13) |
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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