Eaton Vance Richard Fund Quote

EIRAX Fund  USD 14.83  0.04  0.27%   

Performance

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Odds Of Distress

Less than 22

 
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Eaton Vance is trading at 14.83 as of the 22nd of November 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 14.79. Eaton Vance has about a 22 % 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 Richard are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd 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. Eaton Vance is traded on NASDAQ Exchange in the United States. More on Eaton Vance Richard

Moving together with Eaton Mutual Fund

  0.71PAALX All Asset FundPairCorr
  0.7PATRX Pimco All AssetPairCorr
  0.72PAAIX All Asset FundPairCorr
  0.7PALPX Pimco All AssetPairCorr
  0.69PASAX All Asset FundPairCorr
  0.67PASCX All Asset FundPairCorr

Moving against Eaton Mutual Fund

  0.31XGEIX Guggenheim Energy IncomePairCorr

Eaton Mutual Fund Highlights

Fund ConcentrationTactical Allocation, Eaton Vance (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Eaton Vance Richard [EIRAX] is traded in USA and was established 22nd of November 2024. 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 no minimum investment requirementsEaton Vance Richard is currently producing year-to-date (YTD) return of 8.07% with the current yeild of 0.02%, while the total return for the last 3 years was -0.5%.
Check Eaton Vance Probability Of Bankruptcy

Instrument Allocation

Top Eaton Vance Richard Mutual Fund Constituents

GDXJVanEck Junior GoldEtfEquity Precious Metals
AMZNAmazon IncStockConsumer Discretionary
SHYGiShares 0 5 YearEtfHigh Yield Bond
USFRWisdomTree Floating RateEtfUltrashort Bond
AAPLApple IncStockInformation Technology
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
PZAInvesco National AMT FreeEtfMuni National Long
MSFTMicrosoftStockInformation Technology
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Eaton Vance Richard Risk Profiles

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.
Pair Correlation
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Portfolio Volatility
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