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EIPDX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$17.26
Change
-$0.45 (-2.54%)
Net Assets
25.14M

EIPDX Parametric Dividend Income I Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), Costco Wholesale Corp (NASDAQ:COST), Merck & Co (NYSE:MRK), Juniper Networks (NYSE:JNPR).

Industry description

The investment seeks total return and current income. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, which primarily include common stocks of U.S. companies selected from the Russell 3000® Index. It seeks to employ a top-down, disciplined and systematic investment process that emphasizes a diversified portfolio of quality companies that have historically demonstrated high current income and lower levels of risk on a sector relative basis.

Market Cap

The average market capitalization across the Parametric Dividend Income I MF is 481.98B. The market cap for tickers in the group ranges from 8.36B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is GNTX at 8.36B.

Volume

The average weekly volume growth across all stocks in the Parametric Dividend Income I MF was 27%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 46
Price Growth Rating: 37
SMR Rating: 46
Profit Risk Rating: 19
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Eaton Vance ManagementTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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EIPDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EIPDX has been closely correlated with MVCAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if EIPDX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EIPDX
1D Price
Change %
EIPDX100%
-0.62%
MVCAX - EIPDX
93%
Closely correlated
-1.04%
VMVIX - EIPDX
90%
Closely correlated
-0.80%
VMVAX - EIPDX
89%
Closely correlated
-0.80%
JVMRX - EIPDX
88%
Closely correlated
-1.18%
JVMCX - EIPDX
87%
Closely correlated
-1.19%
More