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CAPEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$2707.87
Change
-$10.29 (-0.38%)
Net Assets
1.5B

CAPEX Eaton Vance Tx-Mgd Growth 1.0 Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM).

Industry description

The investment seeks to achieve long-term, after tax returns. The fund may invest up to 65% 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% of assets in any one industry. The fund may invest up to 25% of assets in foreign securities, but no more than 15% in illiquid securities.

Market Cap

The average market capitalization across the Eaton Vance Tx-Mgd Growth 1.0 MF is 1.98T. The market cap for tickers in the group ranges from 573.02B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is JPM at 573.02B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Tx-Mgd Growth 1.0 MF was 19%. For the same stocks of the MF, the average monthly volume growth was -11% and the average quarterly volume growth was -38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 61
Price Growth Rating: 23
SMR Rating: 21
Profit Risk Rating: 12
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Eaton Vance Series TrustTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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CAPEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAPEX has been closely correlated with VFFSX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAPEX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAPEX
1D Price
Change %
CAPEX100%
-0.38%
VFFSX - CAPEX
99%
Closely correlated
-0.39%
VTSMX - CAPEX
98%
Closely correlated
-0.49%
VSMPX - CAPEX
98%
Closely correlated
-0.49%
VTSAX - CAPEX
98%
Closely correlated
-0.49%
VSTSX - CAPEX
98%
Closely correlated
-0.49%
More