Eaton Vance Short Fund Quote
| ECRRX Fund | USD 9.89 0.01 0.10% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Eaton Vance is trading at 9.89 as of the 26th of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.88. Eaton Vance has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Eaton Vance Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in inflation protected instruments, which include inflation-indexed debt obligations of varying maturities issued by the United States and non-U.S. governments, their agencies or instrumentalities, corporations and other issuers and other fixed or floating-rate debt obligations with respect to which the fund enters into agreements to swap nominal interest payments for payments based on changes in the U.S. More on Eaton Vance Short
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Short-Term Inflation-Protected Bond Funds, Short-Term Inflation-Protected Bond, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Short [ECRRX] is traded in USA and was established 26th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Short-Term Inflation-Protected Bond category and is part of Eaton Vance family. This fund currently has accumulated 718.64 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Short is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.04%, while the total return for the last 3 years was 1.57%.
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 Short 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 Short Risk Profiles
| Mean Deviation | 0.0891 | |||
| Standard Deviation | 0.1231 | |||
| Variance | 0.0152 | |||
| Downside Variance | 0.0252 |
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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