Eaton Fundamentals

ERSMX -  USA Fund  

USD 37.28  0.62  1.64%

Eaton Vance Atlanta 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 Five Year Return Analysis

Eaton Vance's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Eaton Vance Five Year Return

    
  9.38 %  
Most of Eaton Vance's fundamental indicators, such as Five 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 Atlanta is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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Eaton Vance Five Year Return Component Assessment

According to the company disclosure, Eaton Vance Atlanta has a Five Year Return of 9.38%. This is much higher than that of the Eaton Vance family and significantly higher than that of the Mid-Cap Growth category. The five year return for all United States funds is notably lower than that of the firm.

Eaton Vance Atlanta 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 Atlanta is one of the top funds in cash position weight among similar funds. It is rated # 2 fund in five year return among similar funds reporting about  9.11  of Five Year Return per Cash Position Weight.

Eaton Price to Sales 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 Price to Sales 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 price to sales among similar funds.

Fund Asset Allocation for Eaton Vance

The fund consists of 98.97% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Eaton Fundamentals

About Eaton Vance Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Atlanta'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 Atlanta 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 small- to mid-cap stocks . Eaton Vance is traded on NASDAQ Exchange in the United States.

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.

Current Sentiment - ERSMX

Eaton Vance Atlanta Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in Eaton Vance Atlanta. What is your opinion about investing in Eaton Vance Atlanta? Are you bullish or bearish?
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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 Vanguard Extended Market. 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  
Continue to Eaton Vance Piotroski F Score and Eaton Vance Altman Z Score analysis. Note that the Eaton Vance Atlanta 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 Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Complementary Tools for Eaton Mutual Fund analysis

When running Eaton Vance Atlanta 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.