Eaton Vance Tax Managed Fund Quote
| EXTGX Fund | USD 54.85 0.21 0.38% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Eaton Vance is trading at 54.85 as of the 15th of December 2024; that is 0.38% down since the beginning of the trading day. The fund's open price was 55.06. Eaton Vance has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. Click here to learn more.
The fund invests primarily in common stocks of growth companies that are considered by the investment adviser to be high in quality and attractive in their long-term investment prospects. It seeks to invest primarily in established companies with characteristics of above average growth, predictability and stability. More on Eaton Vance Tax Managed
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Large Blend, Eaton Vance, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Tax Managed [EXTGX] 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 Blend category and is part of Eaton Vance family. This fund currently has accumulated 1.15 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Tax is currently producing year-to-date (YTD) return of 28.56% with the current yeild of 0.0%, while the total return for the last 3 years was 9.93%.
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 | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care |
Eaton Vance Tax Risk Profiles
| Mean Deviation | 0.4635 | |||
| Semi Deviation | 0.428 | |||
| Standard Deviation | 0.6594 | |||
| Variance | 0.4348 |
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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