Eaton Vance Capital Fund Quote
| CAPEX Fund | USD 2,700 13.65 0.51% |
Performance14 of 100
| Odds Of DistressLess than 9
|
Eaton Vance is trading at 2700.16 as of the 1st of December 2024; that is 0.51 percent increase since the beginning of the trading day. The fund's open price was 2686.51. Eaton Vance has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Eaton Vance Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund may invest up to 65 percent of assets in common stocks, which are acquired with the expectation of being held for the long-term. It may not invest more than 25 percent of assets in any one industry. The fund may invest up to 25 percent of assets in foreign securities, but no more than 15 percent in illiquid securities.. More on Eaton Vance Capital
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Blend Funds, Large Blend, Eaton Vance, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Fiscal Year End | December |
Eaton Vance Capital [CAPEX] is traded in USA and was established 1st of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Eaton Vance family. This fund currently has accumulated 1.26 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Capital is currently producing year-to-date (YTD) return of 27.24% with the current yeild of 0.01%, while the total return for the last 3 years was 9.75%.
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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Capital Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| WFC | Wells Fargo | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| LLY | Eli Lilly and | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Eaton Vance Capital Risk Profiles
| Mean Deviation | 0.528 | |||
| Semi Deviation | 0.653 | |||
| Standard Deviation | 0.7625 | |||
| Variance | 0.5814 |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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