June Lui - Eaton Vance Fund Manager
| EVCGX Fund | USD 12.28 0.34 2.69% |
Ms. Lui joined BMO GAM in January 2015. Previously, Ms. Lui was assistant fund manager and analyst at FC Asset Management from 2006, specializing in Greater China and Asia ex Japan equities. Mr. Darling was employed by BMO GAM since 2006 and serves as Senior Portfolio Manager.
| Phone | 800-262-1122 |
Eaton Vance Management Performance (%)
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| Showing other executives | One Year Return | ||
| John Redding | Eaton Vance Multi Asset | N/A | |
| Mark Fetting | Eaton Vance Mbf | 65 | |
| Scott Wennerholm | Eaton Vance Mbf | 60 | |
| Adam Weigold | Eaton Vance Municipal | N/A | |
| Cynthia Frost | Eaton Vance Mbf | 58 | |
| James Kirchner | Eaton Vance Mbf | 52 | |
| Harriett Taggart | Eaton Vance Mbf | 70 | |
| Adam Weigold | Eaton Vance Municipal | N/A | |
| Thomas Faust | Eaton Vance Mbf | 61 | |
| William Bell | Eaton Vance Atlanta | N/A | |
| Helen Peters | Eaton Vance Mbf | 71 | |
| Paul ONeil | Eaton Vance Mbf | 63 | |
| Richard Bernstein | Eaton Vance Richard | N/A | |
| Charles Reed | Eaton Vance Atlanta | N/A | |
| Adam Weigold | Eaton Vance Municipal | N/A | |
| George Gorman | Eaton Vance Mbf | 67 | |
| Richard Bernstein | Eaton Vance Richard | N/A | |
| Susan Sutherland | Eaton Vance Mbf | 62 | |
| Ronald Pearlman | Eaton Vance Mbf | 74 | |
| Adam Weigold | Eaton Vance New | N/A | |
| Scott Eston | Eaton Vance Mbf | 60 | |
Eaton Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 14.17 X | ||||
| Price To Book | 1.74 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 41.54 M | ||||
| Annual Yield | 0 % | ||||
| One Year Return | (23.96) % | ||||
| Three Year Return | (20.21) % | ||||
| Five Year Return | (6.76) % | ||||
| Ten Year Return | 6.95 % | ||||
| Net Asset | 48.01 M |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Eaton Vance in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Eaton Vance's short interest history, or implied volatility extrapolated from Eaton Vance options trading.
Pair Trading with Eaton Vance
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.Moving against Eaton Mutual Fund
| 0.41 | ERGOX | Eaton Vance Government | PairCorr |
The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Greater to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Greater moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Greater. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Eaton Vance Greater information on this page should be used as a complementary analysis to other Eaton Vance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.