Eaton Mutual Fund Buy Hold or Sell Recommendation

EAAMX -  USA Fund  

USD 10.59  0.04  0.38%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Eaton Vance Multi-Strategy is 'Cautious Hold'. Macroaxis provides Eaton Vance buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EAAMX positions. The advice algorithm takes into account all of Eaton Vance's available fundamental, technical, and predictive indicators you will find on this site.

Eaton Advice 

 
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The advice is provided from Eaton Vance's buy-and-hold perspective. Continue to Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Eaton and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Eaton Vance Multi-Strategy.

Execute Eaton Vance Buy or Sell Advice

The Eaton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eaton Vance Multi-Strategy. Macroaxis does not own or have any residual interests in Eaton Vance Multi-Strategy or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eaton Vance's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Eaton VanceBuy Eaton Vance
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Eaton Vance Multi-Strategy has a Mean Deviation of 0.0674, Standard Deviation of 0.1099 and Variance of 0.0121
Our trade advice tool can cross-verify current analyst consensus on Eaton Vance Multi-St and to analyze the fund potential to grow in the current economic cycle. Please use Eaton Vance total asset and minimum initial investment to make buy, hold, or sell decision on Eaton Vance Multi-St.

Eaton Vance Trading Alerts and Improvement Suggestions

Eaton Vance Multi-St generated a negative expected return over the last 90 days
Eaton Vance Multi-St is unlikely to experience financial distress in the next 2 years
The fund retains about 6.01% of its assets under management (AUM) in cash

Eaton Vance Returns Distribution Density

The distribution of Eaton Vance's historical returns is an attempt to chart the future uncertainty of Eaton Vance's future price movements. The chart of the probability distribution of Eaton Vance stock daily returns describes the distribution of returns around its average expected value. We use Eaton Vance Multi-Strategy price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eaton Vance returns is essential to provide solid investment advice for Eaton Vance stock.
Mean Return-0.0014Value At Risk-0.19
Potential Upside0.09Standard Deviation0.11
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eaton Vance historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Eaton Vance Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Eaton Vance or Eaton Vance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Eaton Vance stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Eaton stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.01
β
Beta against DOW0.0415
σ
Overall volatility
0.1
Ir
Information ratio 0.16

Eaton Vance Volatility Alert

Eaton Vance Multi-Strategy exhibits very low volatility with skewness of 0.33 and kurtosis of 3.65. However, we advise investors to further study Eaton Vance Multi-Strategy technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eaton Vance's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Eaton Vance's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Eaton Vance Implied Volatility

Eaton Vance's implied volatility exposes the market's sentiment of Eaton Vance Multi-Strategy stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Eaton Vance's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Eaton Vance stock will not fluctuate a lot when Eaton Vance's options are near their expiration.

Eaton Vance Fundamentals Vs Peers

Comparing Eaton Vance's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Eaton Vance's direct or indirect competition across all of the common fundamentals between Eaton Vance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eaton Vance or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Eaton Vance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Eaton Vance to competition
FundamentalsEaton VancePeer Average
One Year Return(1.74) %4.15 %
Three Year Return1.82 %3.60 %
Five Year Return2.70 %3.24 %
Net Asset473 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.030.65
Cash Position Weight6.01 %10.61 %
Equity Positions Weight0.19 %63.90 %
Bond Positions Weight92.78 %11.24 %

About Eaton Vance Buy or Sell Advice

When is the right time to buy or sell Eaton Vance Multi-Strategy? Buying financial instruments such as Eaton Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Eaton Vance investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Eaton Vance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Waste Management Thematic Idea Now

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Waste Management Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Waste Management theme has 33 constituents.
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Continue to Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Eaton Vance Multi-St 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 Bond Directory module to find actively traded corporate debentures issued by US companies.

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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 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.