Eaton Vance Tax Managed Fund Quote
| ETMGX Fund | USD 35.38 0.09 0.26% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Eaton Vance is trading at 35.38 as of the 2nd of December 2024; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 35.29. 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. Equity ratings for Eaton Vance Tax Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of publicly traded common stocks of small-cap companies that, in the opinion of the investment adviser, are expected to achieve earnings growth over the long term that exceeds the average of all publicly-traded small-cap companies in the United States. More on Eaton Vance Tax Managed
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Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Small Growth Funds, Small Growth, Eaton Vance, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Tax Managed [ETMGX] is traded in USA and was established 2nd of December 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Eaton Vance family. This fund currently has accumulated 123.43 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Tax is currently producing year-to-date (YTD) return of 21.38% with the current yeild of 0.0%, while the total return for the last 3 years was 4.16%.
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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 Tax Managed 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 Tax Managed Mutual Fund Constituents
| CTLT | Catalent | Stock | Health Care | |
| ALTR | Altair Engineering | Stock | Information Technology | |
| EYE | National Vision Holdings | Stock | Consumer Discretionary | |
| CHH | Choice Hotels International | Stock | Consumer Discretionary | |
| DLB | Dolby Laboratories | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| HAE | Haemonetics | Stock | Health Care | |
| AMED | Amedisys | Stock | Health Care |
Eaton Vance Tax Risk Profiles
| Mean Deviation | 0.7748 | |||
| Semi Deviation | 0.6391 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.16 |
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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