EBEAX Rating, Research - Eaton Vance Tx-Mgd Eq Asset Allc B

Eaton Vance Tx-Mgd Eq Asset Allc B (ebeax)

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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 ebeax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Tx-Mgd Eq Asset Allc B (EBEAX) Description: EBEAX is a mutual fund, which is an investment that owns a basket of assets. The EBEAX 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 small fund size classification. EBEAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EBEAXs expense ratio is roughly 2%. The latest EBEAXs front end load was 0% and the back end load was 5%. The Eaton Vance Tx-Mgd Eq Asset Allc B (EBEAX) mutual fund falls under the large-cap mixed category. EBEAX focuses its investments in USA and EBEAX is not affiliated with a particular industry or fund sector. The Eaton Vance Tx-Mgd Eq Asset Allc B (EBEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EBEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EBEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The funds a fund of funds which seeks to achieve its investment objective by primarily investing in a diversified portfolio of underlying equity and fixed income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. Under normal circumstances, it expects to invest 90-100% of assets among equity funds and 0-10% among fixed-income funds.

Management Analysis Update

Performance Analysis Update