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), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM).
Industry description
The investment seeks long-term, after-tax returns for its shareholders.
The fund invests primarily in diversified tax-managed portfolios sponsored by Eaton Vance Management and its affiliates ("Tax-Managed Portfolios") that invest at least 80% of their net assets in equity securities. It may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.
Market Cap
The average market capitalization across the Eaton Vance Tax-Managed Eq Aset Allc A MF is 1.84T. The market cap for tickers in the group ranges from 573.02B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is JPM at 573.02B.
Volume
The average weekly volume growth across all stocks in the Eaton Vance Tax-Managed Eq Aset Allc A MF was 52%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -2%
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: 70
Price Growth Rating: 36
SMR Rating: 21
Profit Risk Rating: 14
Seasonality Score: 3 (-100 ... +100)