Eaton Mutual Fund Analysis

ERSIX -  USA Fund  

USD 7.26  0.01  0.14%

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 7.26 on slow start in volume. The fund administrators and managers did not add much value to Eaton Vance investors in August. However, diversifying your holdings with Eaton Vance Short 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 0.11. 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 about 9.81% of assets under management (AUM) in cash. Eaton Vance Short last dividend was 0.02 per share. The fund is a "fundoffunds" and seeks to achieve its investment objective primarily by allocating assets among other registered investment companies managed by Eaton Vance and its affiliates that invest in different asset classes, but also may invest in securities and other instruments. Total return is defined as income plus capital appreciation. It is nondiversified. To learn more about Eaton Vance Short call the company at 800-262-1122.

Eaton Vance Short 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 Short or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Eaton Vance Short generates negative expected return over the last 90 days
Eaton Vance Short is unlikely to experience financial distress in the next 2 years
The fund retains about 9.81% of its assets under management (AUM) in cash

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

Technical Drivers

As of the 28th of September, Eaton Vance shows the coefficient of variation of (883.85), and Mean Deviation of 0.0704. Eaton Vance Short 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 collect and analyze data for nineteen technical drivers for Eaton Vance Short, which can be compared to its rivals. Please confirm Eaton Vance Short variance and potential upside to decide if Eaton Vance Short is priced favorably, providing market reflects its regular price of 7.26 per share.

Eaton Vance Short Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Mid-point over period is an average of Eaton Vance Short highest and lowest values attained during the given period. View also all equity analysis or get more info about midpoint over period 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.
The fund is a fund-of-funds and seeks to achieve its investment objective of total return primarily by allocating assets among other registered investment companies managed by Eaton Vance and its affiliates that invest in different asset classes. 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 Short 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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for Eaton Mutual Fund analysis

When running Eaton Vance Short 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.