Eaton Mutual Fund Analysis

ERSGX -  USA Fund  

USD 15.49  0.43  2.70%

The small slide in market price for the last few months could raise concerns from investors as the entity it trading at a share price of 15.49 on very low momentum in volume. The fund money managers did not add much value to Eaton Vance investors in August. However, diversifying your holdings with Eaton Vance Small-Cap or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.97. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
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The Eaton Vance mutual fund analysis report makes it easy to digest most publicly released information about Eaton Vance and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Eaton Mutual Fund analysis module also helps to analyze the Eaton Vance price relationship with some important fundamental indicators such as market cap and management efficiency.

Eaton Mutual Fund Analysis Notes

The fund retains 99.16% of assets under management (AUM) in equities. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of smallcap companies . The market capitalization range for the Russell 2000® Index was approximately $15 million to $6.4 billion, and the market capitalization range for the S&P SmallCap 600 Index was approximately $59 million to $4.6 billion as of December 31, 2015. To learn more about Eaton Vance Small-Cap call the company at 800-262-1122.

Eaton Vance Small-Cap Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Eaton Vance's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Eaton Vance Small-Cap or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Eaton Vance generates negative expected return over the last 90 days
The fund retains 99.16% of its assets under management (AUM) in equities

Management Efficiency

Eaton Vance management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
BLKB
Blackbaud(0.11) (2.90) 
LHCG
LHC Group(0.16) (3.03) 
HAE
Haemonetics Corp 0.05 (3.13) 
WWD
Woodward(0.0462) (3.28) 
ENV
Envestnet(0.08) (1.97) 
RCM
R1 Rcm Inc(0.0457) (3.08) 
ACIW
Aci Worldwide(0.29) (2.27) 
EEFT
Euronet Worldwide(0.13) (3.15) 
ALTR
Altair Engineering 0.09 (2.42) 
WST
West Pharmaceutical Services 0.26 (1.27) 
CTLT
Catalent 0.24 (1.93) 
CHE
Chemed Inc(0.0464) (1.95) 
ICUI
I C U 0.06 (2.97) 
VVV
Valvoline(0.10) (2.29) 
CNS
Cohn Steers 0.046 (1.51) 
CBU
Community Bank System(0.21) (2.13) 
REXR
Rexford Industrial Realty(0.0058) (1.61) 
DLB
Dolby Laboratories(0.12) (2.61) 
SERV
ServiceMaster Global Holding 0.09 (2.57) 
OGS
One Gas(0.23) (2.14) 

Technical Drivers

As of the 26th of September, Eaton Vance shows the mean deviation of 0.7408, and Coefficient Of Variation of (2,700). Eaton Vance Small-Cap technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices. Put another way, you can use this information to find out if the entity will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to analyze and collect data for nineteen technical drivers for Eaton Vance Small-Cap, which can be compared to its rivals. Please confirm Eaton Vance Small-Cap variance and potential upside to decide if Eaton Vance Small-Cap is priced favorably, providing market reflects its regular price of 15.49 per share.

Eaton Vance Small-Cap Price Movement Analysis

Illegal number of arguments. The output start index for this execution was zero with a total number of output elements of zero. The Double Exponential Moving Average indicator was developed by Patrick Mulloy. It consists of a single exponential moving average and a double exponential moving average. This indicator is more responsive to Eaton Vance Small-Cap changes than the simple moving average. View also all equity analysis or get more info about double exponential moving average overlap studies indicator.

Eaton Vance Technical and Predictive Indicators

Eaton Vance Forecast Models

Eaton Vance time-series forecasting models is one of many Eaton Vance's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Eaton Vance's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Eaton Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Eaton Vance stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Eaton shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Eaton Vance. By using and applying Eaton Mutual Fund analysis, traders can create a robust methodology for identifying Eaton entry and exit points for their positions.
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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Eaton Vance to your portfolios without increasing risk or reducing expected return.

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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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for Eaton Mutual Fund analysis

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.