Adam Weigold - Eaton Vance Fund Manager
| ENYIX Fund | USD 9.39 0.02 0.21% |
Mr. Weigold is a Vice President of Eaton Vance, was an Eaton Vance portfolio manager for more than five years and also manages other Eaton Vance funds. Each portfolio manager is a Vice President of Eaton Vance and BMR and also manages other Eaton Vance portfolios, and Mr. Weigold was appointed a portfolio manager in 2007 and was a municipal credit analyst of Eaton Vance for more than five years.
| Phone | 800-262-1122 |
Eaton Vance Management Performance (%)
Similar Money Managers
| Showing other executives | One Year Return | ||
| Paul ONeil | Eaton Vance Mbf | 63 | |
| Richard Bernstein | Eaton Vance Richard | N/A | |
| Scott Wennerholm | Eaton Vance Mbf | 60 | |
| Helen Peters | Eaton Vance Mbf | 71 | |
| John Redding | Eaton Vance Multi Asset | N/A | |
| Scott Eston | Eaton Vance Mbf | 60 | |
| Harriett Taggart | Eaton Vance Mbf | 70 | |
| Thomas Faust | Eaton Vance Mbf | 61 | |
| George Gorman | Eaton Vance Mbf | 67 | |
| Charles Reed | Eaton Vance Atlanta | N/A | |
| Mark Fetting | Eaton Vance Mbf | 65 | |
| Ronald Pearlman | Eaton Vance Mbf | 74 | |
| Cynthia Frost | Eaton Vance Mbf | 58 | |
| Susan Sutherland | Eaton Vance Mbf | 62 | |
| James Kirchner | Eaton Vance Mbf | 52 | |
| William Bell | Eaton Vance Atlanta | N/A | |
| Richard Bernstein | Eaton Vance Richard | N/A | |
| Valerie Mosley | Eaton Vance Mbf | 59 | |
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 Earning | 8.32 X | ||||
| Price To Book | 7.98 X | ||||
| Price To Sales | 1.01 X | ||||
| Total Asset | 29.47 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.20 % | ||||
| One Year Return | 3.95 % | ||||
| Three Year Return | (0.75) % | ||||
| Five Year Return | 1.51 % | ||||
| Ten Year Return | 2.64 % |
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
| 0.66 | EMAIX | Eaton Vance Msschsts | PairCorr |
| 0.95 | EMOIX | Eaton Vance Municipal | PairCorr |
| 0.76 | EIM | Eaton Vance Mbf | PairCorr |
Moving against Eaton Mutual Fund
| 0.41 | EAPCX | Parametric Modity | PairCorr |
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 New to buy it.
The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. 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 New 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.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance New. 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 gross domestic product. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.