Eaton Vance Richard Fund Quote
| EARAX Fund | USD 14.70 0.02 0.14% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eaton Vance is trading at 14.70 as of the 21st of November 2024; that is 0.14 percent down since the beginning of the trading day. The fund's open price was 14.72. 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. Equity ratings for Eaton Vance Richard are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund has flexibility to allocate its assets in markets around the world and among various asset classes, including equity, fixed-income, commodity, currency and cash investments. Under normal circumstances, the advisor currently expects to invest 0-75 percent of its net assets in equity securities, 25-90 percent in fixed-income securities and other fixed and floating-rate income instruments, 0-25 percent in commodities andor currencies, and 0-25 percent in cash and cash equivalents. More on Eaton Vance Richard
Moving together with Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Eaton Vance Richard [EARAX] is traded in USA and was established 21st of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Eaton Vance family. This fund currently has accumulated 527.14 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Richard is currently producing year-to-date (YTD) return of 7.81% with the current yeild of 0.02%, while the total return for the last 3 years was -0.75%.
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
| GDXJ | VanEck Junior Gold | Etf | Equity Precious Metals | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| SHYG | iShares 0 5 Year | Etf | High Yield Bond | |
| MBB | iShares MBS ETF | Etf | Intermediate Government | |
| USFR | WisdomTree Floating Rate | Etf | Ultrashort Bond | |
| AAPL | Apple Inc | Stock | Information Technology | |
| SCHP | Schwab TIPS ETF | Etf | Inflation-Protected Bond |
Eaton Vance Richard Risk Profiles
| Mean Deviation | 0.2874 | |||
| Semi Deviation | 0.3258 | |||
| Standard Deviation | 0.3716 | |||
| Variance | 0.1381 |
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |