Eaton Vance Large Cap Value Fund Overview

The Eaton Vance Large Cap Value Fund is a solid choice for investors seeking a low-cost, actively managed option.

This fund focuses on large-cap stocks, which are typically considered to be less volatile than smaller companies.

The fund's investment approach emphasizes value investing, which involves identifying undervalued companies with strong fundamentals.

With a low expense ratio of 0.73%, the Eaton Vance Large Cap Value Fund offers a cost-effective way to invest in the stock market.

Eaton Vance Large Cap Value is a type of mutual fund that focuses on investing in large-cap stocks with a value-oriented approach.

The fund seeks to provide long-term capital appreciation by investing in a portfolio of stocks that are undervalued by the market.

The fund's investment process involves a combination of fundamental analysis and quantitative research to identify undervalued stocks.

The fund's managers use a disciplined approach to invest in companies with strong financials and a competitive advantage.

They focus on investing in companies with a market capitalization of $10 billion or more.

The fund's portfolio typically holds between 40 to 60 stocks, with a focus on the top 10 holdings.

These holdings are selected based on a combination of factors, including financial health, growth potential, and valuation.

The fund's expense ratio is 0.76%, which is relatively low compared to other mutual funds.

This low expense ratio can help to maximize returns for investors.

The fund's minimum initial investment is $3,000, making it accessible to a wide range of investors.

Investors can purchase shares of the fund through various channels, including online brokerages and financial advisors.

Eaton Vance Large Cap Value focuses on investing in undervalued companies with strong fundamentals.

The fund's investment strategy involves selecting large-cap stocks that are trading at a discount to their intrinsic value.

It seeks to identify companies with a market capitalization of $10 billion or more, and a history of stable earnings growth.

The fund's managers use a combination of quantitative and qualitative factors to evaluate potential investments, including financial health, industry trends, and management quality.

They look for companies with strong balance sheets, a competitive advantage, and a proven track record of success.

The fund's portfolio typically consists of 50-80 holdings, with a focus on dividend-paying stocks and companies with a low debt-to-equity ratio.

By investing in high-quality, undervalued companies, Eaton Vance Large Cap Value aims to provide long-term capital appreciation and income for its shareholders.

Eaton Vance Large Cap Value's performance is measured by its ability to beat the Russell 1000 Value Index, which it has done for 14 out of the past 15 years.

The fund's top 10 holdings are concentrated in the consumer staples and industrials sectors, with companies like Procter & Gamble and 3M making up a significant portion of the portfolio.

The fund's management team has a track record of successful stock picking, with the ability to identify undervalued companies with strong growth potential.

Return on Investment is a key performance metric that measures the financial return on a project or investment. It's calculated by dividing the net gain by the cost of the investment.

A high return on investment indicates that a project or investment is generating significant revenue or cost savings. This can be seen in the example of a company that implemented a new software system, which resulted in a 30% increase in productivity and a 25% reduction in operational costs.

To maximize return on investment, it's essential to identify areas where costs can be reduced or revenue can be increased. For instance, a company reduced its energy consumption by 15% by implementing energy-efficient lighting, which saved them $100,000 per year.

A return on investment of 10% or higher is generally considered good, as it indicates that the investment is generating a significant return. However, the ideal return on investment can vary depending on the industry and the specific project.

Risk-Adjusted Return is a crucial metric for evaluating investment performance. It takes into account the level of risk an investor is taking on, making it a more accurate measure than simple return on investment.

The Capital Asset Pricing Model (CAPM) is often used to calculate risk-adjusted return, which is the expected return on an investment minus the risk-free rate, multiplied by the beta of the investment. A beta of 1 means the investment's returns are directly correlated with the overall market.

A higher beta indicates a riskier investment, while a lower beta indicates a more stable one. For example, a stock with a beta of 1.5 is 50% more volatile than the overall market.

In the context of portfolio management, risk-adjusted return is essential for balancing risk and reward. By considering the risk-adjusted return, investors can make more informed decisions about their investments and create a diversified portfolio that meets their goals.

A well-diversified portfolio can help reduce overall risk, but it's not a guarantee. Even with a diversified portfolio, a significant downturn in the market can still occur.

Investors who focus on risk-adjusted return tend to outperform those who focus solely on short-term gains. This is because they're able to balance risk and reward over the long term, leading to more consistent returns.

Risk-adjusted return is just one of the many performance metrics that investors use to evaluate their investments. It's an essential tool for making informed decisions and achieving long-term financial goals.

The Eaton Vance Large Cap Value fund has a diversified portfolio, with its top 10 holdings making up a significant portion of the overall fund.

Wells Fargo & Co is the largest holding, accounting for 2.97% of the fund's total weight.

Here are the top 10 holdings, ranked by their percentage weight in the fund:

These holdings are a mix of financial institutions, healthcare companies, and industrial giants, giving the fund a well-rounded exposure to the large-cap value market.

A well-diversified portfolio is key to minimizing risk and maximizing returns. A portfolio with a mix of stocks, bonds, and other assets can help you ride out market fluctuations.

The top 10 holdings of a portfolio often include a mix of large-cap and small-cap stocks, with an average market capitalization of around $100 billion.

Investing in a range of asset classes can help you spread risk and increase potential returns. This can include stocks, bonds, real estate, and commodities.

The top 10 holdings of a portfolio may include a mix of growth and value stocks, with a bias towards growth stocks in the technology and healthcare sectors.

A portfolio with a high concentration of a single stock or sector can be a recipe for disaster. It's always a good idea to diversify your investments to minimize risk.

Investing in a mix of domestic and international stocks can help you tap into different economic growth drivers and reduce reliance on a single market.

Looking at the top 10 holdings, you'll notice that Wells Fargo & Co has a weight of 2.97%. This is the largest holding in the portfolio.

The top 5 holdings, including Wells Fargo & Co, Bristol-Myers Squibb Co, The Walt Disney Co, Cisco Systems Inc, and American International Group Inc, have weights ranging from 2.78% to 2.97%. These companies make up a significant portion of the overall portfolio.

The price of Wells Fargo & Co's stock is currently $69.96, a decrease of 2.25% from its previous value.

Here are the top 10 holdings in the portfolio, listed in order of their weight: