Eaton Fundamentals

EAAMX -  USA Fund  

USD 10.69  0.01  0.09%

Eaton Vance Multi-Strategy fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Mutual Fund. This fundamental analysis module provides a way for investors to measures Eaton Vance's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Eaton Fundamentals 

 
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Eaton One Year Return Analysis

Eaton Vance's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Eaton Vance One Year Return

    
  (1.74) %  
Most of Eaton Vance's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance Multi-Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Eaton Vance One Year Return Component Assessment

Based on the recorded statements, Eaton Vance Multi-Strategy has an One Year Return of -1.74%. This is much lower than that of the Eaton Vance family and significantly lower than that of the High Yield Bond category. The one year return for all United States funds is notably higher than that of the company.

Eaton Vance Multi-St Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.
Eaton Vance Multi-Strategy is rated # 5 fund in net asset among similar funds. It is one of the top funds in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Eaton Vance Multi-Strategy is about  78,702,163 

Eaton One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.
Eaton Vance is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Eaton Vance

The fund consists of 92.78% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
 Value 
      Instrument Type 

Eaton Fundamentals

About Eaton Vance Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Multi-Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eaton Vance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eaton Vance Multi-Strategy based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund invests at least 80 percent of its net assets in credit-related investments. Eaton Vance is traded on NASDAQ Exchange in the United States.

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 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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Fundamental Analysis

View fundamental data based on most recent published financial statements
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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.

Eaton Vance Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Eaton Vance and Blackrock High Yield. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Eaton Vance Piotroski F Score and Eaton Vance Altman Z Score analysis. 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 Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.

Complementary Tools for Eaton Mutual Fund analysis

When running Eaton Vance Multi-St 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 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 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.