Eaton Vance Global Fund Quote
| EGRSX Fund | USD 10.89 0.01 0.09% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Eaton Vance is trading at 10.89 as of the 22nd of December 2024; that is 0.09% increase since the beginning of the trading day. The fund's open price was 10.88. Eaton Vance has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund seeks its investment objective by investing in securities, derivatives and other instruments to establish long and short investment exposures around the world. Total return is defined as income plus capital appreciation. It normally invests in multiple countries and frequently has significant exposure to foreign currencies and investments. More on Eaton Vance Global
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Eaton Vance (View all Sectors) |
| Update Date | 31st of December 2024 |
Eaton Vance Global [EGRSX] is traded in USA and was established 22nd of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Eaton Vance family. This fund currently has accumulated 4.32 B in assets under management (AUM) with minimum initial investment of 1000 K. Eaton Vance Global is currently producing year-to-date (YTD) return of 8.58% with the current yeild of 0.03%, while the total return for the last 3 years was 5.19%.
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 Global 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.
Eaton Vance Top Holders
| RMDFX | Aspiriant Defensive Allocation | Mutual Fund | Multistrategy |
Eaton Vance Global Risk Profiles
| Mean Deviation | 0.1203 | |||
| Standard Deviation | 0.1603 | |||
| Variance | 0.0257 | |||
| Downside Variance | 0.0328 |
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.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |