Eaton Vance Richard Fund Quote
| ERBIX Fund | USD 17.92 0.04 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eaton Vance is trading at 17.92 as of the 20th of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 17.96. Eaton Vance has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities and derivative instruments that provide exposure to equity securities. It may invest up to 20 percent of its net assets in fixed-income securities, including securities rated below investment grade and comparable unrated securities other fixed and floating-rate income instruments andor in currencies. More on Eaton Vance Richard
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Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Eaton Vance (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Eaton Vance Richard [ERBIX] is traded in USA and was established 20th of March 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Eaton Vance family. This fund currently has accumulated 742.19 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Richard is currently producing year-to-date (YTD) return of 1.05% with the current yeild of 0.01%, while the total return for the last 3 years was 6.78%.
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
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| EWY | iShares MSCI South | Etf | Miscellaneous Region | |
| NVO | Novo Nordisk AS | Stock | Health Care | |
| EWT | iShares MSCI Taiwan | Etf | China Region | |
| INTC | Intel | Stock | Information Technology | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| GDXJ | VanEck Junior Gold | Etf | Equity Precious Metals | |
| EPI | WisdomTree India Earnings | Etf | India Equity |
Eaton Vance Richard Risk Profiles
| Mean Deviation | 0.7721 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Risk Adjusted Performance | (0.09) |
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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