Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), VISA (NYSE:V).
Industry description
The investment seeks long-term, after-tax returns for its shareholders.
The fund invests primarily in 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. The fund 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 2.85T. The market cap for tickers in the group ranges from 677.86B to 4.86T. NVDA holds the highest valuation in this group at 4.86T. The lowest valued company is V at 677.86B.
Volume
The average weekly volume growth across all stocks in the Eaton Vance Tax-Managed Eq Aset Allc I MF was 89%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was -32%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 70
Price Growth Rating: 37
SMR Rating: 19
Profit Risk Rating: 25
Seasonality Score: -46 (-100 ... +100)