ECEAX Eaton Vance Tax-Managed Eq Aset Allc C Forecast, Technical & Fundamental Analysis

Category AggressiveAllocation

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), 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 C MF is 1.84T. 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 Tax-Managed Eq Aset Allc C MF was 20%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

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

Valuation Rating: 80

P/E Growth Rating: 60

Price Growth Rating: 24

SMR Rating: 21

Profit Risk Rating: 12

Seasonality Score: -3 (-100 ... +100)

View a ticker or compare two or three

Compare

Ad is loading...

A.I. Advisor

published General Information

General Information

Category AggressiveAllocation

Profile

Fundamentals

Details

	1 Day
GSGCX	43.96	N/A	N/A
Goldman Sachs Equity Income C
MDDCX	23.33	-0.03	-0.13%
BlackRock Emerging Mkts Inv A
IEYCX	8.29	-0.04	-0.48%
Delaware Climate Solutions C
BALFX	35.05	-0.19	-0.54%
American Funds American Balanced F1
SMXAX	20.66	-0.24	-1.15%
SEI Extended Market Index A (SIIT)

ECEAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ECEAX has been closely correlated with CGPAX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if ECEAX jumps, then CGPAX could also see price increases.

Ticker / NAME	Correlation To ECEAX	1D Price Change %
ECEAX	100%	N/A
CGPAX - ECEAX	96% Closely correlated	-0.57%
CGPFX - ECEAX	96% Closely correlated	-0.57%
RGWBX - ECEAX	96% Closely correlated	-0.56%
RBGEX - ECEAX	96% Closely correlated	-0.59%
FPGGX - ECEAX	96% Closely correlated	-0.57%
More