Eaton Vance Global Fund Quote
| ECGMX Fund | USD 8.42 0.01 0.12% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Eaton Vance is trading at 8.42 as of the 30th of November 2024; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 8.43. Eaton Vance has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Eaton Vance Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of November 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund seeks its investment objective by investing in securities, derivatives and other instruments to establish long and short investment exposures around the world. Total return is defined as income plus capital appreciation. It normally invests in multiple countries and frequently has significant exposure to foreign currencies and investments. More on Eaton Vance Global
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Eaton Vance, Large, Nontraditional Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Global [ECGMX] is traded in USA and was established 30th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Eaton Vance family. This fund currently has accumulated 1.81 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Global is currently producing year-to-date (YTD) return of 6.35% with the current yeild of 0.05%, while the total return for the last 3 years was 3.61%.
Check Eaton Vance Probability Of Bankruptcy
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 Global 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.
Eaton Vance Global Risk Profiles
| Mean Deviation | 0.0803 | |||
| Standard Deviation | 0.1098 | |||
| Variance | 0.0121 | |||
| Downside Variance | 0.0207 |
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |