Eaton Mutual Fund Quote

ERSGX -  USA Fund  

USD 15.49  0.00  0.00%

Eaton Vance is trading at 15.49 as of the 25th of September 2021; that is No Change since the beginning of the trading day. The fund's open price was 15.49. Eaton Vance has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Eaton Vance Small-Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of June 2021 and ending today, the 25th of September 2021. Click here to learn more.
 Market Performance
0 of 100
  Odds Of Distress
Less than 21

Eaton Vance Mutual Fund Profile

Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. Eaton Vance is traded on NASDAQ Exchange in the United States. more on Eaton Vance
Eaton Vance generates negative expected return over the last 90 days
The fund retains 99.16% of its assets under management (AUM) in equities
Legal NameEaton Vance Small-Cap
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Eaton Vance's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Beta In Three Year1.03
Startdate29th of January 2015
Eaton Vance Small-Cap [ERSGX] is traded in USA and was established 25th of September 2021. The fund is listed under Small Growth category and is part of Eaton Vance family. Eaton Vance Small-Cap currently has accumulated 132.65 M in assets under management (AUM) with minimum initial investment of 1 K. , while the total return for the last 3 years was 5.3%.
Check Eaton Vance Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Vance , and the less return is expected.

Top Eaton Vance Small-Cap Constituents

Eaton Vance Target Price Odds Analysis

What are Eaton Vance's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Eaton Vance jumping above the current price in 90 days from now is about 86.23%. The Eaton Vance Small-Cap probability density function shows the probability of Eaton Vance mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Eaton Vance Small-Cap has a beta of -0.0762 suggesting as returns on benchmark increase, returns on holding Eaton Vance are expected to decrease at a much lower rate. During the bear market, however, Eaton Vance Small-Cap is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Eaton Vance Small-Cap is significantly underperforming DOW.
 Odds Down 15.49HorizonTargetOdds Up 15.49 
13.36%90 days
 15.49 
86.23%
Based on a normal probability distribution, the odds of Eaton Vance to move above the current price in 90 days from now is about 86.23 (This Eaton Vance Small-Cap probability density function shows the probability of Eaton Mutual Fund to fall within a particular range of prices over 90 days) .

Eaton Vance Small-Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Eaton Vance market risk premium is the additional return an investor will receive from holding Eaton Vance long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Eaton Vance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Eaton Vance's alpha and beta are two of the key measurements used to evaluate Eaton Vance's performance over the market, the standard measures of volatility play an important role as well.

Eaton Vance Against Markets

Picking the right benchmark for Eaton Vance mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Eaton Vance mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Eaton Vance is critical whether you are bullish or bearish towards Eaton Vance Small-Cap at a given time.

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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Continue to 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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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.
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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.