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Eaton Vance Buy Hold or Sell Recommendation

EXM
EXMAX -- USA Fund  

USD 10.29  0.01  0.1%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Eaton Vance Short Duration Muni is '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 EXMAX positions. The advice algorithm takes into account all of Eaton Vance Short available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from EXMAX buy-and-hold prospective. Continue to Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Eaton VanceBuy Eaton Vance
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Analyst Consensus

Not Available
For the selected time horizon Eaton Vance Short Duration Muni has a risk adjusted performance of 0.1236, jensen alpha of 0.0076, total risk alpha of 0.0021, sortino ratio of 0.0 and treynor ratio of (0.36)
Our buy or sell advice tool can be used to cross verify current analyst consensus on Eaton Vance Short and to analyze the fund potential to grow in the current economic cycle. Please use Eaton Vance Total Asset and Net Asset to make buy, hold, or sell decision on Eaton Vance Short.

Eaton Vance Trading Alerts and Improvement Suggestions

On January 31, 2020 Eaton Vance paid $ 0.014 per share dividend to its current shareholders
The fund retains about 99.01% of its assets under management (AUM) in fixed income securities

Eaton Vance Returns Distribution Density

Mean Return0.016295Value At Risk0.00
Potential Upside0.1Standard Deviation0.043988
 Return Density 
    
  Distribution 

Eaton Vance Greeks

α
Alpha over DOW
=0.007632
β
Beta against DOW=0.02
σ
Overall volatility
=0.0444
Ir
Information ratio =1.57

Eaton Vance Volatility Alert

Eaton Vance Short Duration Muni exhibits very low volatility with skewness of 1.77 and kurtosis of 4.31. However, we advise investors to further study Eaton Vance Short Duration Muni technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Eaton Vance to competition

Eaton Vance Fundamental Vs Peers

FundamentalsEaton VancePeer Average
One Year Return7.77 4.15 
Three Year Return5.07 3.60 
Five Year Return3.64 3.24 
Ten Year Return3.81 1.79 
Net Asset839.16 M4.11 B
Minimum Initial Investment1 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight0.99 10.61 
Bond Positions Weight99.01 11.24