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EAERX Eaton Vance Stock A 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), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), Walmart (NYSE:WMT), VISA (NYSE:V), ABBVIE (NYSE:ABBV).

Industry description

The investment seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.

Market Cap

The average market capitalization across the Eaton Vance Stock A MF is 1.7T. The market cap for tickers in the group ranges from 322.43B to 3.64T. NVDA holds the highest valuation in this group at 3.64T. The lowest valued company is ABBV at 322.43B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Stock A MF was -4%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was -50%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 65
Price Growth Rating: 28
SMR Rating: 25
Profit Risk Rating: 12
Seasonality Score: 6 (-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 ManagementTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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EAERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EAERX has been loosely correlated with FXAIX. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if EAERX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EAERX
1D Price
Change %
EAERX100%
N/A
FXAIX - EAERX
59%
Loosely correlated
+0.10%
VFFSX - EAERX
58%
Loosely correlated
+0.10%
VFINX - EAERX
58%
Loosely correlated
+0.10%
VTSMX - EAERX
57%
Loosely correlated
+0.29%
VITSX - EAERX
57%
Loosely correlated
+0.30%
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