ECEAX Rating, Research - Eaton Vance Tx-Mgd Eq Asset Allc C

Eaton Vance Tx-Mgd Eq Asset Allc C (eceax)

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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 eceax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Tx-Mgd Eq Asset Allc C (ECEAX) Description: ECEAX is a mutual fund, which is an investment that owns a basket of assets. The ECEAX 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. ECEAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. ECEAXs expense ratio is roughly 2%. The latest ECEAXs front end load was 0% and the back end load was 1%. The Eaton Vance Tx-Mgd Eq Asset Allc C (ECEAX) mutual fund falls under the large-cap mixed category. ECEAX focuses its investments in USA and ECEAX is not affiliated with a particular industry or fund sector. The Eaton Vance Tx-Mgd Eq Asset Allc C (ECEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ECEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ECEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of capital. The fund invests at least 80% of net assets in equity securities (see equity research) of U.S. companies with large market capitalizations. It maintains investment attributes similar to those of the S&P 500 index and intends to limit its divergence from that index in terms of market, industry and sector exposures. The fund may engage in active and frequent trading, resulting in high portfolio turnover.

Management Analysis Update

Performance Analysis Update