Aaron Dunn - Eaton Vance Fund Manager

All Insiders . USA . 
Fund . Eaton Vance Val . Money Managers . Manager . Aaron Dunn
EIFVX Fund  USD 17.52  0.20  1.15%   

  
Executive

Aaron Dunn is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vances value team. He is responsible for buy and sell decisions, portfolio construction and risk management, as well as coverage of the energy sector. He is a member of the firms Equity Strategy Committee. He joined Eaton Vance in 2012. Aaron began his career in the investment management industry in 2000. Before joining Eaton Vance, Aaron was a senior equity analyst for Pioneer Global Asset management. He was previously affiliated with Invesco and U.S. Global Investors. Aaron earned a B.S. from the University of Arkansas and an MBA from The University of Texas at Austin McCombs School of Business. He is a member of the Boston Security Analysts Society and a CFA charterholder.
Phone: 800-262-1122

Eaton Vance Management Performance (%)

Similar Money Managers

Found 2 records

One Year Return

John MulquineyMorningstar Unconstrained Alloc
N/A
Edward FaneMorningstar Unconstrained Alloc
N/A
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. The fund is listed under Large Value category and is part of Eaton Vance family.

Eaton Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Eaton Vance a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price to Earning18.05 X
Price to Book2.20 X
Price to Sales2.24 X
Total Asset242.73 M
One Year Return0.41 %
Three Year Return6.71 %
Five Year Return5.81 %
Net Asset242.73 M
Cash Position Weight0.15 %
Equity Positions Weight99.85 %

Be your own money manager

Our tools can tell you how much better you can do entering a position in Eaton Vance without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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

+0.75VIVIXVANGUARD VALUE INDEXPairCorr
+0.74DODGXDODGE COX STOCKPairCorr

Moving against Eaton Mutual Fund

-0.46XNBHXNeuberger Berman IntPairCorr
-0.43XNBOXNeuberger Berman NewPairCorr
-0.42XDMFXDreyfus MunicipalomePairCorr
-0.41XDSMXDreyfus StrategicPairCorr
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 Investing Opportunities to better understand how to build diversified portfolios. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

Complementary Tools for Eaton Mutual Fund analysis

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 Investing Opportunities to better understand how to build diversified portfolios.
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