Eaton Vance Growth Fund Quote
| EALCX Fund | USD 43.78 0.32 0.73% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Eaton Vance is trading at 43.78 as of the 29th of November 2024; that is 0.73% down since the beginning of the trading day. The fund's open price was 44.1. Eaton Vance has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Eaton Vance Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. Under normal market conditions, it invests primarily in large-cap companies. The portfolio managers generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000 Growth Index. More on Eaton Vance Growth
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Growth Funds, Large Growth, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Growth [EALCX] is traded in USA and was established 29th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Eaton Vance family. This fund currently has accumulated 338.52 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Growth is currently producing year-to-date (YTD) return of 30.97%, while the total return for the last 3 years was 8.4%.
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 Growth 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 Growth Mutual Fund Constituents
| GDDY | Godaddy | Stock | Information Technology | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| CSX | CSX Corporation | Stock | Industrials | |
| FDX | FedEx | Stock | Industrials | |
| ECL | Ecolab Inc | Stock | Materials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Eaton Vance Growth Risk Profiles
| Mean Deviation | 0.7386 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
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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