Eaton Vance Financials
| EISMX Fund | USD 40.46 0.32 0.80% |
Eaton |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Eaton Vance Fund Summary
Eaton Vance competes with The Jensen, Credit Suisse, Oppenheimer Developing, John Hancock, and Oppenheimer International. Under normal circumstances, the fund invests at least 80 percent of its net assets in small- to mid-cap stocks . The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500 Index.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2779026986 |
| Business Address | Eaton Vance Growth |
| Mutual Fund Family | Eaton Vance |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 262 1122 |
| Currency | USD - US Dollar |
Eaton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.Eaton Vance Atlanta is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Eaton Vance Atlanta is roughly 7.25 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eaton Vance's earnings, one of the primary drivers of an investment's value.Eaton Vance Atlanta Systematic Risk
Eaton Vance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eaton Vance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Eaton Vance Atlanta correlated with the market. If Beta is less than 0 Eaton Vance generally moves in the opposite direction as compared to the market. If Eaton Vance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eaton Vance Atlanta is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eaton Vance is generally in the same direction as the market. If Beta > 1 Eaton Vance moves generally in the same direction as, but more than the movement of the benchmark.
Eaton Vance March 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Eaton Vance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eaton Vance Atlanta. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eaton Vance Atlanta based on widely used predictive technical indicators. In general, we focus on analyzing Eaton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eaton Vance's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 5.15 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.2 |
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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