Eaton Vance Large Cap Fund Quote
ERSTX Fund | USD 26.48 0.06 0.23% |
PerformanceSolid
| Odds Of DistressLow
|
Eaton Vance is trading at 26.48 as of the 19th of July 2025; that is 0.23% increase since the beginning of the trading day. The fund's open price was 26.42. Eaton Vance has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of large-cap companies . 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.. More on Eaton Vance Large Cap
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Eaton Mutual Fund Highlights
Fund Concentration | Eaton Vance Funds, Large Funds, Large Value Funds, Large Value, Eaton Vance, Large Blend, Large Value (View all Sectors) |
Update Date | 30th of June 2025 |
Eaton Vance Large Cap [ERSTX] is traded in USA and was established 19th of July 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Large Value category and is part of Eaton Vance family. This fund currently has accumulated 2.03 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Large is currently producing year-to-date (YTD) return of 4.31% with the current yeild of 0.01%, while the total return for the last 3 years was 10.14%.
Check Eaton Vance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Large Cap Mutual Fund Constituents
JPM | JPMorgan Chase Co | Stock | Financials | |
PNC | PNC Financial Services | Stock | Financials | |
DIS | Walt Disney | Stock | Communication Services | |
FIS | Fidelity National Information | Stock | Financials | |
CB | Chubb | Stock | Financials | |
PSX | Phillips 66 | Stock | Energy | |
PG | Procter Gamble | Stock | Consumer Staples | |
MRK | Merck Company | Stock | Health Care |
Eaton Vance Large Risk Profiles
Mean Deviation | 0.5913 | |||
Semi Deviation | 0.5572 | |||
Standard Deviation | 0.8297 | |||
Variance | 0.6885 |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
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Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |