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ERBCX
Mutual Fund ticker: NASDAQ
AS OF
Aug 26 closing price
Price
$19.39
Change
+$0.05 (+0.26%)
Net Assets
633.99M

ERBCX Eaton Vance Equity Strategy C Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

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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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and derivative instruments that provide exposure to equity securities (the “80% Policy”). It may invest up to 20% of its net assets in fixed-income securities, including securities rated below investment grade and comparable unrated securities (“junk”); other fixed and floating-rate income instruments; and/or in currencies.

Market Cap

The average market capitalization across the Eaton Vance Equity Strategy C MF is 3.07T. The market cap for tickers in the group ranges from 1.89T to 4.43T. NVDA holds the highest valuation in this group at 4.43T. The lowest valued company is META at 1.89T.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Equity Strategy C MF was 1%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was -46%

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: 57
Price Growth Rating: 30
SMR Rating: 23
Profit Risk Rating: 25
Seasonality Score: -72 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Eaton Vance Growth TrustTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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ERBCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERBCX has been closely correlated with RWIFX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERBCX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERBCX
1D Price
Change %
ERBCX100%
N/A
RWIFX - ERBCX
98%
Closely correlated
+0.15%
CWGCX - ERBCX
92%
Closely correlated
+0.15%
CWGFX - ERBCX
91%
Closely correlated
+0.15%
CWIEX - ERBCX
90%
Closely correlated
+0.17%
CWIFX - ERBCX
90%
Closely correlated
+0.15%
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