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EIEAX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$36.66
Change
+$0.26 (+0.71%)
Net Assets
780.7M

EIEAX Eaton Vance Tax-Managed Eq Aset Allc I Forecast, Technical & Fundamental Analysis

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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 I MF is 1.85T. The market cap for tickers in the group ranges from 573.02B to 3.37T. NVDA holds the highest valuation in this group at 3.37T. 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 I MF was 5%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 11%

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: 61
Price Growth Rating: 31
SMR Rating: 21
Profit Risk Rating: 12
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category AggressiveAllocation

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

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EIEAX
1D Price
Change %
EIEAX100%
+0.71%
CGPFX - EIEAX
96%
Closely correlated
+0.85%
RGWBX - EIEAX
96%
Closely correlated
+0.85%
RBGEX - EIEAX
96%
Closely correlated
+0.83%
RGSFX - EIEAX
91%
Closely correlated
+0.85%
FPGGX - EIEAX
91%
Closely correlated
+0.85%
More