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EDIIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$11.01
Change
-$0.03 (-0.27%)
Net Assets
279.32M

EDIIX Eaton Vance Global Income Builder I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to achieve total return for its shareholders. The fund seeks to invest in common stocks, preferred stocks and other hybrid securities, and fixed and floating-rate securities and other debt ("income instruments") of U.S. and foreign issuers. Under normal market conditions, the fund will invest (i) at least 30% of its net assets in securities or other instruments issued by issuers located outside of the United States, which may include emerging market countries; and (ii) in issuers located in at least five different countries (including the United States).

Market Cap

The average market capitalization across the Eaton Vance Global Income Builder I MF is 1.88T. The market cap for tickers in the group ranges from 380.18B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ASML at 380.18B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Global Income Builder I MF was 46%. For the same stocks of the MF, the average monthly volume growth was -30% and the average quarterly volume growth was -18%

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: 60
Price Growth Rating: 29
SMR Rating: 24
Profit Risk Rating: 15
Seasonality Score: -16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Eaton Vance ManagementTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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EDIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EDIIX has been closely correlated with CIBCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if EDIIX jumps, then CIBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EDIIX
1D Price
Change %
EDIIX100%
-0.27%
CIBCX - EDIIX
90%
Closely correlated
-0.52%
RIRCX - EDIIX
86%
Closely correlated
-0.52%
RIREX - EDIIX
86%
Closely correlated
-0.51%
RIRFX - EDIIX
86%
Closely correlated
-0.52%
RIRBX - EDIIX
86%
Closely correlated
-0.52%
More