EAEAX Rating, Research - Eaton Vance Tx-Mgd Eq Asset Allc A

Eaton Vance Tx-Mgd Eq Asset Allc A (eaeax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 108

Threats + Weaknesses = 86

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eaeax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) Description: EAEAX is a mutual fund, which is an investment that owns a basket of assets. The EAEAX mutual fund was provided by Eaton Vance and this investment vehicle derives the majority of its value from equity holdings (stocks). Eaton Vances mutual fund has a medium management tenure and is in the average fund size classification. EAEAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EAEAXs expense ratio is roughly 1%. The latest EAEAXs front end load was 6% and the back end load was 0%. The Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) mutual fund falls under the large-cap mixed category. EAEAX focuses its investments in USA and EAEAX is not affiliated with a particular industry or fund sector. The Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EAEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EAEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 65% of assets in stocks (see stock research) of large-capitalization companies that, when purchased, have market capitalizations of at least $8 billion. It may invest in foreign securities, although only where the securities are trading in the U.S. or Canada and only where trading is denominated in U.S. or Canadian dollars.

Management Analysis Update

Performance Analysis Update