EAEAX Eaton Vance Tax-Managed Eq Aset Allc A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Meta Platforms (NASDAQ:META), Micron Technology (NASDAQ:MU).

The investment seeks long-term, after-tax returns for its shareholders. The fund invests primarily in 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. The fund 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.

The average market capitalization across the Eaton Vance Tax-Managed Eq Aset Allc A MF is 2.62T. The market cap for tickers in the group ranges from 1.09T to 5.2T. NVDA holds the highest valuation in this group at 5.2T. The lowest valued company is MU at 1.09T.

The average weekly volume growth across all stocks in the Eaton Vance Tax-Managed Eq Aset Allc A MF was 14%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -64%