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ERBIX
Mutual Fund ticker: NASDAQ
AS OF
Mar 1 closing price
Price
$17.10
Change
-$0.00 (-0.00%)
Net Assets
688.25M

ERBIX Eaton Vance Richard Bernstein Eq Strat I Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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. 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 fund may invest an unlimited amount of its assets in foreign securities issued by companies domiciled in developed or emerging market countries including frontier markets.

Market Cap

The average market capitalization across the Eaton Vance Richard Bernstein Eq Strat I MF is 1.49T. The market cap for tickers in the group ranges from 1.28T to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is META at 1.28T.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Richard Bernstein Eq Strat I MF was -4%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 83
P/E Growth Rating: 48
Price Growth Rating: 31
SMR Rating: 33
Profit Risk Rating: 21
Seasonality Score: 26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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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ERBIX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERBIX
1D Price
Change %
ERBIX100%
+0.83%
RWIEX - ERBIX
98%
Closely correlated
+1.13%
RWIBX - ERBIX
98%
Closely correlated
+1.13%
RWICX - ERBIX
98%
Closely correlated
+1.12%
RWIFX - ERBIX
98%
Closely correlated
+1.15%
CWGCX - ERBIX
92%
Closely correlated
+1.13%
More