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ERSTX Eaton Vance Large-Cap Value R Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Chevron Corp (NYSE:CVX), Walt Disney Company (The) (NYSE:DIS), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Micron Technology (NASDAQ:MU), American International Group (NYSE:AIG), Constellation Brands (NYSE:STZ).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies (the "80% Policy"). The portfolio managers generally consider large-cap companies to be those companies having market capitalizations within the range of companies included in the Russell 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization equal to or greater than the median market capitalization of companies included in such index.

Market Cap

The average market capitalization across the Eaton Vance Large-Cap Value R MF is 130.5B. The market cap for tickers in the group ranges from 11.57B to 292.97B. CVX holds the highest valuation in this group at 292.97B. The lowest valued company is BJ at 11.57B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Large-Cap Value R MF was 63%. For the same stocks of the MF, the average monthly volume growth was 38% and the average quarterly volume growth was 68%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 37
Price Growth Rating: 38
SMR Rating: 59
Profit Risk Rating: 39
Seasonality Score: 29 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LITB2.010.06
+3.08%
LightInTheBox Holding Co Ltd
RYN29.970.25
+0.84%
Rayonier
CMCO37.14-0.29
-0.77%
Columbus McKinnon Corp
HUM275.67-7.47
-2.64%
Humana
ITOS8.23-0.23
-2.72%
iTeos Therapeutics

ERSTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERSTX has been closely correlated with VIVAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERSTX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERSTX
1D Price
Change %
ERSTX100%
-0.59%
VIVAX - ERSTX
92%
Closely correlated
-0.38%
VVIAX - ERSTX
92%
Closely correlated
-0.39%
VIVIX - ERSTX
92%
Closely correlated
-0.38%
DOXGX - ERSTX
88%
Closely correlated
-0.70%
RMFEX - ERSTX
87%
Closely correlated
-0.86%
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