ERBIX Eaton Vance Equity Strategy I Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the Eaton Vance Equity Strategy I MF is 3.17T. The market cap for tickers in the group ranges from 1.8T to 4.46T. NVDA holds the highest valuation in this group at 4.46T. The lowest valued company is META at 1.8T.

The average weekly volume growth across all stocks in the Eaton Vance Equity Strategy I MF was -5%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -31%