Eaton Vance Financial Statements From 2010 to 2023

Mutual Funds . USA . 
Fund . Eaton Vance Val
EIFVX Fund  USD 17.43  0.15  0.85%   
Eaton Vance financial statements provide useful quarterly and yearly information to potential Eaton Vance Val investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Eaton Vance financial statements helps investors assess Eaton Vance's valuation, profitability, and current liquidity needs.
Eaton Vance Val does not presently have any fundamental signals for analysis.
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Check Eaton Vance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Eaton main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Eaton financial statements analysis is a perfect complement when working with Eaton Vance Valuation or Volatility modules. It can also supplement various Eaton Vance Technical models . Check out the analysis of Eaton Vance Correlation against competitors.

Eaton Net Asset Analysis

Eaton Vance's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Net Asset 
 = 
Current Market Value 
- 
Current Liabilities 
More About Net Asset | All Equity Analysis

Current Eaton Vance Net Asset

    
  242.73 M  
Most of Eaton Vance's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance Val is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Eaton Vance Net Asset Component Assessment

Based on the recorded statements, Eaton Vance Val has a Net Asset of 242.73 M. This is much higher than that of the Eaton Vance family and significantly higher than that of the Large Value category. The net asset for all United States funds is notably lower than that of the firm.

Eaton Vance Val Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.
Eaton Vance Val is one of the top funds in cash position weight among similar funds. It is one of the top funds in equity positions weight among similar funds making about  665.67  of Equity Positions Weight per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Eaton Vance by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Eaton Vance's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eaton Vance's earnings, one of the primary drivers of an investment's value.

About Eaton Vance Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Eaton Vance income statement, its balance sheet, and the statement of cash flows. Eaton Vance investors use historical funamental indicators, such as Eaton Vance's revenue or net income, to determine how well the company is positioned to perform in the future. Although Eaton Vance investors may use each financial statement separately, they are all related. The changes in Eaton Vance's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Eaton Vance's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Eaton Vance Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Eaton Vance. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. Eaton Vance is traded on NASDAQ Exchange in the United States.
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 together with Eaton Mutual Fund

+0.61VIVIXVANGUARD VALUE INDEXPairCorr
+0.62VIVAXVANGUARD VALUE INDEXPairCorr
+0.62VVIAXVANGUARD VALUE INDEXPairCorr
+0.76DODGXDODGE COX STOCKPairCorr
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 Val to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other equities. 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 Val 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.
Pair CorrelationCorrelation Matching
Check out the analysis of Eaton Vance Correlation against competitors. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party. Check out the analysis of Eaton Vance Correlation against competitors.
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