Macroaxis: Personalized Investing
Simple Personalized Investing

S&P 500   1,667   17.00  Index Moved Up 1.03%
PONCX PONAX PIMIX PONRX Drugs Consumer Software Impulse 
United States  USA  |  Screen Global Equities


Processing
Collecting data for ETSIX

Eaton quote and profile

 
 Companies |  Insiders  | Dashboard  
     
8.28
  
FUND
(0.01)  Macroaxis: -0.12 Down   0.12%  
May 18 2013 

Diversification Suggestion

Use Eaton to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Eaton Vance Strategic Trend or Check current 30 days Eaton correlation with market (S&P 500)
1 Month Beta 0.01  
Highest Price:  
Lowest Price:  
8.31  
8.21  
May 09 2013 
April 18 2013 
As returns on market increase, Eaton returns are expected to increase less than the market. However during bear market, the loss on holding Eaton will be expected to be smaller as well.
Eaton Vance Strategic Income A Small BetaEaton Vance Strategic Beta Legend
ETSIX United States NASDAQ
Eaton Vance Strategic Income A
Eaton Vance
Multisector Bond
Contact Number: 800. 262. 1122
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset2.82 B
Last Dividend Paid0.03
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
 thisRed ETSIX ETSIX agains markets  0.12 % Macroaxis: 0.12 Moved Down  
 
Compare to Competition Get Alpha   Get Advice

Eaton Leadership

Eric Stein Fund Manager since November 30, 2009, CFA
Kathleen Gaffney Fund Manager since December 5, 2012

Eaton Price and Market Media

The median price of Eaton for the period between Thu, Apr 18, 2013 and Sat, May 18, 2013 is 8.27 with a coefficient of variation of 0.36. The daily time series for the period is distributed with a sample standard deviation of 0.03, arithmetic mean of 8.27, and mean deviation of 0.03. The Fund did not receive any noticable media coverage during the period.
Eaton         Market
Price Growth (%)
 

Eaton Summary

Eaton Vance Strategic Income A [ETSIX] is traded in USA and was established in January 22, 1998. The fund is listed under Multisector Bond category and is part of Eaton Vance family. This fund currently has accumulated 2.82 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Strategic Income A is currently producing year-to-date (YTD) return of 0.99% with the current yeild of 4.61%, while the total return for the last 3 years was 9.54%.

Fund Instrument Allocation for Eaton

The fund invests 14.62% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (53.49%), cash(0.06%) and various exotic instruments.
Past Market
Over 30
Days
21
Out Of
100
 
Chance of
Less
Than
%
 
Follow Eaton with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Eaton to your reader
 

Eaton Research Report

Eaton vs. PIMCO

Correlation analysis and fundamentals comparison between Eaton Vance Strategic and PIMCO Income C

Eaton Asset Under Management

Eaton Vance Strategic Income A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 253.04 Billion. Eaton claims roughly 2.82 Billion in net asset contributing just under 2% to funds under Multisector Bond category.

Eaton Fundamentals

Minimum Initial Investment vs Ten Year Return
Bond Positions Weight vs Annual Yield
Minimum Initial Investment vs Holdings Turnover
Three Year Return vs Annual Yield

Eaton vs Competition

Eaton vs. PIMCO Income C
Eaton vs. PIMCO Income A
Eaton vs. PIMCO Income Instl
Eaton vs. PIMCO Income R
Eaton vs. PIMCO Income D
Eaton vs. PIMCO Income P
Eaton vs. PIMCO Income Adm
Eaton vs. Loomis Sayles Bond Retail
Eaton vs. Loomis Sayles Bond N
Eaton vs. Loomis Sayles Bond Admin

Eaton May 18 2013 Opportunity Range

Downside Deviation0.2091
Information Ratio(2.66)
Maximum Drawdown0.4845
Value At Risk(0.12)
Potential Upside0.2421

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium