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ETMGX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$32.05
Change
-$1.19 (-3.58%)
Net Assets
145.82M

ETMGX Eaton Vance Tx-Mgd Small-Cap A Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks to achieve long-term, after-tax returns for its shareholders. The fund invests primarily in a diversified portfolio of publicly traded common stocks of small-cap companies that, in the opinion of the investment adviser, are expected to achieve earnings growth over the long term that exceeds the average of all publicly-traded small-cap companies in the United States. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy").

Market Cap

The average market capitalization across the Eaton Vance Tx-Mgd Small-Cap A MF is 6.31B. The market cap for tickers in the group ranges from 1.69B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is USPH at 1.69B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Tx-Mgd Small-Cap A MF was -28%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -6%

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: 50
Price Growth Rating: 47
SMR Rating: 49
Profit Risk Rating: 52
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Eaton Vance ManagementTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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ETMGX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ETMGX
1D Price
Change %
ETMGX100%
N/A
VEXPX - ETMGX
92%
Closely correlated
-1.01%
VEXRX - ETMGX
92%
Closely correlated
-1.01%
WCMNX - ETMGX
91%
Closely correlated
-1.05%
WCMLX - ETMGX
91%
Closely correlated
-1.03%
VSGAX - ETMGX
89%
Closely correlated
-1.01%
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