Eaton Vance Atlanta Fund Quote
| ESECX Fund | USD 33.14 0.23 0.70% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Eaton Vance is trading at 33.14 as of the 21st of November 2024; that is 0.70 percent increase since the beginning of the trading day. The fund's open price was 32.91. 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 Atlanta 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities . It normally invests in approximately 25 to 40 companies. The fund may invest in companies across a broad capitalization range, including smaller companies, but primarily invests in mid-to large-cap companies with capitalizations comparable to those companies included in the Russell 1000 Index. More on Eaton Vance Atlanta
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Large Growth Funds, Large Growth, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | September |
Eaton Vance Atlanta [ESECX] 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 Large Growth category and is part of Eaton Vance family. This fund currently has accumulated 737.61 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Atlanta is currently producing year-to-date (YTD) return of 15.75%, while the total return for the last 3 years was 7.01%.
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 Atlanta 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 Atlanta Mutual Fund Constituents
| MKL | Markel | Stock | Financials | |
| WTM | White Mountains Insurance | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| SHW | Sherwin Williams Co | Stock | Materials |
Eaton Vance Atlanta Risk Profiles
| Mean Deviation | 0.5534 | |||
| Semi Deviation | 0.5172 | |||
| Standard Deviation | 0.7859 | |||
| Variance | 0.6176 |
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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