Eaton Vance Small Cap Fund Buy Hold or Sell Recommendation
| ERSGX Fund | USD 15.87 0.06 0.38% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Eaton Vance Small Cap is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Eaton Vance Small Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Eaton Vance Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Eaton and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Eaton Vance Small Cap. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
Eaton |
Execute Eaton Vance Buy or Sell Advice
The Eaton recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Eaton Vance Small Cap. Macroaxis does not own or have any residual interests in Eaton Vance Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Eaton Vance's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Eaton Vance Trading Alerts and Improvement Suggestions
| The fund retains 98.26% of its assets under management (AUM) in equities |
Eaton Vance Returns Distribution Density
The distribution of Eaton Vance's historical returns is an attempt to chart the uncertainty of Eaton Vance's future price movements. The chart of the probability distribution of Eaton Vance daily returns describes the distribution of returns around its average expected value. We use Eaton Vance Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Eaton Vance returns is essential to provide solid investment advice for Eaton Vance.
| Mean Return | 0.16 | Value At Risk | -1.27 | Potential Upside | 1.56 | Standard Deviation | 1.09 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Eaton Vance historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Eaton Vance Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Eaton Vance or Eaton Vance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Eaton Vance's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Eaton fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 1.28 | |
σ | Overall volatility | 1.07 | |
Ir | Information ratio | 0.02 |
Eaton Vance Volatility Alert
Eaton Vance Small Cap has low volatility with Treynor Ratio of 0.11, Maximum Drawdown of 6.45 and kurtosis of 7.52. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Eaton Vance's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Eaton Vance's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Eaton Vance Fundamentals Vs Peers
Comparing Eaton Vance's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Eaton Vance's direct or indirect competition across all of the common fundamentals between Eaton Vance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Eaton Vance or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Eaton Vance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Eaton Vance to competition |
| Fundamentals | Eaton Vance | Peer Average |
| Price To Earning | 22.59 X | 6.53 X |
| Price To Book | 2.06 X | 0.74 X |
| Price To Sales | 1.72 X | 0.61 X |
| Year To Date Return | 19.40 % | 0.39 % |
| One Year Return | 30.40 % | 4.15 % |
| Three Year Return | 3.70 % | 3.60 % |
| Five Year Return | 9.30 % | 3.24 % |
| Ten Year Return | 9.45 % | 1.79 % |
| Net Asset | 84.8 M | 4.11 B |
| Cash Position Weight | 1.74 % | 10.61 % |
| Equity Positions Weight | 98.26 % | 63.90 % |
Eaton Vance Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Eaton . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 15.87 | |||
| Day Typical Price | 15.87 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.06) |
About Eaton Vance Buy or Sell Advice
When is the right time to buy or sell Eaton Vance Small Cap? Buying financial instruments such as Eaton Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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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