MENU
+Compare
ECERX
Mutual Fund ticker: NASDAQ
AS OF
Jun 25 closing price
Price
$20.35
Change
-$0.00 (-0.00%)
Net Assets
97.72M

ECERX Eaton Vance Stock C Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities... Show more

Category: #Large Blend
Interact to see
Advertisement
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), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), 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 C MF is 1.74T. The market cap for tickers in the group ranges from 322.43B to 3.78T. NVDA holds the highest valuation in this group at 3.78T. The lowest valued company is ABBV at 322.43B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Stock C MF was 19%. For the same stocks of the MF, the average monthly volume growth was 6% 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: 72
P/E Growth Rating: 59
Price Growth Rating: 37
SMR Rating: 23
Profit Risk Rating: 19
Seasonality Score: 42 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IBTO24.390.02
+0.06%
iShares iBonds Dec 2033 Term Trsy ETF
FNDE32.79-0.01
-0.03%
Schwab Fundamental Emerging MarketsEqETF
JHML72.40-0.19
-0.26%
JHancock Multifactor Large Cap ETF
KVLE25.63-0.14
-0.54%
KraneShares Value Line® Dyn Div Eq ETF
GSC49.68-0.50
-1.00%
Goldman Sachs Small Cap Equity ETF

ECERX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ECERX has been closely correlated with VSMPX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if ECERX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ECERX
1D Price
Change %
ECERX100%
N/A
VSMPX - ECERX
81%
Closely correlated
N/A
VSTSX - ECERX
81%
Closely correlated
N/A
VITSX - ECERX
59%
Loosely correlated
N/A
VTSAX - ECERX
59%
Loosely correlated
N/A
VTSMX - ECERX
59%
Loosely correlated
N/A
More