Eaton Fundamentals

Eaton Vance Small-Cap 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 

 
Refresh

Eaton Minimum Initial Investment Analysis

Eaton Vance's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis

Current Eaton Vance Minimum Initial Investment

    
  1 K  
Most of Eaton Vance's fundamental indicators, such as Minimum Initial Investment, 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 Small-Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Compare to competition

Eaton Vance Minimum Initial Investment Component Assessment

Based on the recorded statements, Eaton Vance Small-Cap has a Minimum Initial Investment of 1 K. This is much higher than that of the Eaton Vance family and significantly higher than that of the Small Growth category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Eaton Vance Small-Cap 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 Small-Cap is one of the top funds in equity positions weight among similar funds. It is one of the top funds in five year return among similar funds reporting about  0.05  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Eaton Vance Small-Cap is roughly  18.82 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Eaton Vance by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Eaton Vance's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eaton Vance's earnings, one of the primary drivers of an investment's value.

Did you try this?

Run Commodity Channel Index Now

   

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
All  Next Launch Module

Fund Asset Allocation for Eaton Vance

The fund invests 99.16% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.84%) .
 Value 
      Instrument Type 

Eaton Fundamentals

Eaton Vance Investors Sentiment

The influence of Eaton Vance's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Eaton. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Eaton Vance in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Eaton Vance's short interest history, or implied volatility extrapolated from Eaton Vance options trading.

Current Sentiment - ERSGX

Eaton Vance Small-Cap Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in Eaton Vance Small-Cap. What is your opinion about investing in Eaton Vance Small-Cap? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
Skip

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 Dover Corp and Barnes Group. 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
Run Pair Correlation  
Check out Investing Opportunities. Note that the Eaton Vance Small-Cap 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Other Tools for Eaton Mutual Fund

When running Eaton Vance Small-Cap 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.
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Go
Equity Search
Search for activelly traded equities including funds and ETFs from over 30 global markets
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go