Eaton Vance is trading at 42.76 as of the 29th of November 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 42.72. 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. Equity ratings for Eaton Vance Tax Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests primarily in value stocks. Value stocks are common stocks that, in the opinion of the investment adviser, are undervalued or inexpensive relative to their intrinsic value or to the overall stock market. The fund may invest up to 25 percent of its total assets in foreign securities issued by companies domiciled in developed or emerging market countries.. More on Eaton Vance Tax Managed
Eaton Vance Tax Managed [ECTVX] is traded in USA and was established 29th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Value category and is part of Eaton Vance family. This fund currently has accumulated 721.12 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Tax is currently producing year-to-date (YTD) return of 20.91%, while the total return for the last 3 years was 6.16%.
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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
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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