Eaton Vance Municipal Fund Quote
| EVCLX Fund | USD 9.61 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eaton Vance is trading at 9.61 as of the 18th of January 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 9.59. Eaton Vance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. More on Eaton Vance Municipal
Moving together with Eaton Mutual Fund
| 0.67 | EMAIX | Eaton Vance Msschsts | PairCorr |
| 0.88 | EMOCX | Eaton Vance Municipal | PairCorr |
| 0.9 | EMOAX | Eaton Vance Municipal | PairCorr |
| 0.86 | EMOIX | Eaton Vance Municipal | PairCorr |
| 0.83 | EIM | Eaton Vance Mbf | PairCorr |
| 0.85 | ENYIX | Eaton Vance New | PairCorr |
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Eaton Vance (View all Sectors) |
| Update Date | 31st of December 2024 |
Eaton Vance Municipal [EVCLX] is traded in USA and was established 18th of January 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Eaton Vance family. This fund currently has accumulated 33.34 M in assets under management (AUM) with minimum initial investment of 10 K. Eaton Vance Municipal is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.04%, while the total return for the last 3 years was 1.1%.
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 Municipal 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 Municipal Mutual Fund Constituents
| TEDNX | Tiaa Cref Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| SPSB | SPDR Barclays Short | Etf | Short-Term Bond | |
| LRRVX | Floating Rate Fund | Mutual Fund | Bank Loan | |
| IAU | iShares Gold Trust | Etf | Commodities Focused | |
| CBFYX | Columbia Bond Fund | Mutual Fund | Intermediate Core Bond | |
| AGGY | WisdomTree Yield Enhanced | Etf | Intermediate Core Bond | |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend | |
| BCOIX | Baird E Plus | Mutual Fund | Intermediate Core-Plus Bond |
Eaton Vance Municipal Risk Profiles
| Mean Deviation | 0.2119 | |||
| Standard Deviation | 0.2927 | |||
| Variance | 0.0857 | |||
| Risk Adjusted Performance | (0.05) |
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.
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios |