Eaton Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . Eaton Vance Val
EIFVX Fund  USD 17.32  0.08  0.46%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Eaton Vance Val is 'Not Rated'. 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 EIFVX positions. The advice algorithm takes into account all of Eaton Vance's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Eaton Vance's buy-and-hold perspective. Check out 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. In addition, we conduct extensive research on individual funds such as Eaton and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Eaton Vance Val. 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 employment.

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 Val. Macroaxis does not own or have any residual interests in Eaton Vance Val 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
Strong Sell

Market Performance

Very Weak
Details

Volatility

Out of control
Details

Hype Condition

Under hyped
Details

Current Valuation

Undervalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Almost mirrors the market
Details

Analyst Consensus

Not Available
Details
For the selected time horizon Eaton Vance Val has a Mean Deviation of 0.8475, Standard Deviation of 1.08 and Variance of 1.17
Our trade advice tool can cross-verify current analyst consensus on Eaton Vance Val and to analyze the fund potential to grow in the current economic cycle. Please use Eaton Vance price to book and five year return to make buy, hold, or sell decision on Eaton Vance Val.

Eaton Vance Trading Alerts and Improvement Suggestions

Eaton Vance Val generated a negative expected return over the last 90 days
Eaton Vance Val is unlikely to experience financial distress in the next 2 years
The fund retains 99.85% of its assets under management (AUM) in equities

Eaton Vance Returns Distribution Density

The distribution of Eaton Vance's historical returns is an attempt to chart the 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 Val 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.
Mean Return-0.07Value At Risk-1.99
Potential Upside1.48Standard Deviation1.08
   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.
Backtest Eaton Vance Val

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's price will be affected by overall mutual fund 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 fund'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 NYSE Composite		-0.09
β
Beta against NYSE Composite-0.08
σ
Overall volatility		1.10
Ir
Information ratio -0.03

Eaton Vance Volatility Alert

Eaton Vance Val exhibits very low volatility with skewness of -0.17 and kurtosis of -0.24. However, we advise investors to further study Eaton Vance Val technical indicators to ensure that 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 bullish 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 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
Price to Earning18.05 X6.53 X
Price to Book2.20 X0.74 X
Price to Sales2.24 X0.61 X
One Year Return0.41 %4.15 %
Three Year Return6.71 %3.60 %
Five Year Return5.81 %3.24 %
Net Asset242.73 M4.11 B
Cash Position Weight0.15 %10.61 %
Equity Positions Weight99.85 %63.90 %

About Eaton Vance Buy or Sell Advice

When is the right time to buy or sell Eaton Vance Val? 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 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. 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.

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Compulsion
Compulsion Theme
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.
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Check out 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. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.
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