Eaton Vance Stock Fund (EAERX) Research
The Eaton Vance Stock Fund primarily focuses on equity investments, dedicating a minimum of 80% of its net assets (inclusive of any borrowings for investment purposes) to a broadly diversified collection of common stocks. The fund's advisor typically endeavors to mirror the sector breakdown of the S&P 500® Index, aiming to maintain holdings across most, if not all, of its represented market segments. Furthermore, the fund has the option to commit up to 25% of its total capital to international equities, which can originate from companies based in either established or developing global economies.
Market snapshot
- Symbol
- EAERX
- Price
- $23.07
- Day change
- +1.10%
- Market cap
- $104.6M
- 52-week range
- 19.91-24.04
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Intrepid Capital Fund (ICMBX)
- Macquarie Climate Solutions Fund (IEYAX)
- Voya Emerging Markets High Dividend Equity Fund (IHD)
- Jackson Square SMID-Cap Growth Fund (JSMVX)
- Kirr Marbach Partners Value Fund (KMVAX)
- Matthews China Dividend Fund (MICDX)
- Monetta Fund (MONTX)
- PFG BNY Mellon Diversifier Strategy Fund (PFADX)
Open Eaton Vance Stock Fund (EAERX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.