Eaton Vance Large Cap Fund Quote
| ECSTX Fund | USD 25.77 0.16 0.62% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eaton Vance is trading at 25.77 as of the 27th of December 2024; that is 0.62 percent decrease since the beginning of the trading day. The fund's open price was 25.93. Eaton Vance has about a 22 % 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 12th of January 2022 and ending today, the 27th of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of large-cap companies . The portfolio managers generally consider large-cap companies to be those companies having market capitalizations within the range of companies included in the Russell 1000 Value Index, although the portfolio will generally consist of stocks with a market capitalization equal to or greater than the median market capitalization of companies included in such index.. More on Eaton Vance Large Cap
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large 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 May 2023 |
| Fiscal Year End | December |
Eaton Vance Large Cap [ECSTX] is traded in USA and was established 27th 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 1.53 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Large is currently producing year-to-date (YTD) return of 11.12% with the current yeild of 0.0%, while the total return for the last 3 years was 6.24%.
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 Large 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 Large Cap Mutual Fund Constituents
| PNC | PNC Financial Services | Stock | Financials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| AIG | American International Group | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PSX | Phillips 66 | Stock | Energy |
Eaton Vance Large Risk Profiles
| Mean Deviation | 0.5743 | |||
| Standard Deviation | 0.8498 | |||
| Variance | 0.7221 | |||
| Risk Adjusted Performance | (0.03) |
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.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |