ERSGX Eaton Vance Small-Cap R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Growth

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls (i) within or below the range of companies in the current Russell 2000® Index, or (ii) below the three-year average maximum market cap of companies in the Russell 2000® Index as of December 31 of the three preceding years.

Market Cap

The average market capitalization across the Eaton Vance Small-Cap R MF is 6.58B. The market cap for tickers in the group ranges from 1.1B to 15.22B. ARMK holds the highest valuation in this group at 15.22B. The lowest valued company is USPH at 1.1B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Small-Cap R MF was -42%. For the same stocks of the MF, the average monthly volume growth was -50% and the average quarterly volume growth was -25%

Fundamental Analysis Ratings

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

Valuation Rating: 48

P/E Growth Rating: 47

Price Growth Rating: 50

SMR Rating: 56

Profit Risk Rating: 78

Seasonality Score: -22 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallGrowth

Profile

Details

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ERSGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERSGX has been closely correlated with WCMNX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERSGX jumps, then WCMNX could also see price increases.

Ticker / NAME	Correlation To ERSGX	1D Price Change %
ERSGX	100%	+0.83%
WCMNX - ERSGX	90% Closely correlated	-0.90%
WCMLX - ERSGX	90% Closely correlated	-0.95%
NRGEX - ERSGX	86% Closely correlated	+0.48%
VEXPX - ERSGX	67% Closely correlated	-0.71%
VEXRX - ERSGX	66% Closely correlated	-0.71%
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