Eaton Mutual Fund Financials

ERSTX -  USA Fund  

USD 23.63  0.31  1.29%

Understanding current and past Eaton Vance Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Eaton Vance's financial statements are interrelated, with each one affecting the others. For example, an increase in Eaton Vance's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Eaton Vance's financials over time to get the whole picture.
Use fundamental data analysis to check all available reported financial drivers of Eaton Vance Large to find out if markets are presently mispricing the fund. We were able to interpolate and analyze data for fifteen available fundamental indicators for Eaton Vance Large, which can be compared to its rivals. Use Eaton Vance five year return and equity positions weight to make sure your decision on pricing Eaton Vance Large is adequate. Use Eaton Vance to protect your portfolios against small market fluctuations. The fund experiences a somewhat bearish sentiment, but the market may correct it shortly. Check odds of Eaton Vance to be traded at $22.92 in 90 days.

Eaton Fundamentals 

 
Refresh
With this module, you can analyze Eaton financials for your investing period. You should be able to track the changes in Eaton Vance individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 7
Eaton Vance Large has less than 7 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Eaton Vance mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Eaton Vance's official financial statements usually reflect Eaton Vance's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Eaton Vance Large. For example, before you start analyzing numbers published by Eaton accountants, it's critical to develop an understanding of what Eaton Vance's liquidity, profitability, and earnings quality are in the context of the Eaton Vance space in which it operates.
Please note that past performance is not an indicator of the future performance of Eaton Vance, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Eaton Vance Company Summary

Eaton Vance competes with Vanguard Value, American Mutual, American Mutual, and American Mutual. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of large-cap companies . Eaton Vance is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressEaton Vance Special
Mutual Fund FamilyEaton Vance
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 262 1122
CurrencyUSD - US Dollar
You should never invest in Eaton Vance without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Eaton Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Eaton Vance's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Eaton Vance Key Financial Ratios

Generally speaking, Eaton Vance's financial ratios allow both analysts and investors to convert raw data from Eaton Vance's financial statements into concise, actionable information that can be used to evaluate the performance of Eaton Vance over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Eaton Vance Large reports annually and quarterly.

Eaton Financial Ratios 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 Large is rated # 2 fund in price to earning among similar funds. It is rated # 2 fund in equity positions weight among similar funds making about  5.68  of Equity Positions Weight per Price to Earning. . 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.

Eaton Vance Large Systematic Risk

Eaton Vance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eaton Vance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Eaton Vance Large correlated with the market. If Beta is less than 0 Eaton Vance generally moves in the opposite direction as compared to the market. If Eaton Vance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eaton Vance Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eaton Vance is generally in the same direction as the market. If Beta > 1 Eaton Vance moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Eaton Vance Financials

What exactly are Eaton Vance Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Eaton Vance's income statement, its balance sheet, and the statement of cash flows. Potential Eaton Vance investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Eaton Vance is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Eaton grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Eaton Vance Large is rated # 5 fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 367.47 Billion. Eaton Vance adds roughly 1.7 Billion in net asset claiming only tiny portion of funds under Large Value category.

Eaton Vance January 24, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Eaton Vance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eaton Vance Large. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eaton Vance Large based on widely used predictive technical indicators. In general, we focus on analyzing Eaton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eaton Vance's daily price indicators and compare them against related drivers.
Information Ratio(0.022094)
Maximum Drawdown8.9
Value At Risk(1.57)
Potential Upside1.19
Continue to Investing Opportunities. Note that the Eaton Vance Large 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 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.

Complementary Tools for Eaton Mutual Fund analysis

When running Eaton Vance Large 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 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.
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Transaction History
View history of all your transactions and understand their impact on performance
Go
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 Eaton Vance value 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.