Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | EAISX Insights | EAISX Score | EAISX Performance | EAISX News | EAISX Allocation | EAISX Holdings Change

Parametric International Equity Investor (EAISX) Fund Ranking and Research

Ranking, Research and Recommendation of Parametric International Equity Investor (EAISX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Parametric International Equity Investor Fund (EAISX) ManagerFund Manager - Paul W. Bouchey

Fund Manager Information

Fund Manager Tenure: 4.4 years
Fund Family: Eaton Vance
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Parametric International Equity Investor Fund (EAISX) ProfileParametric International Equity Investor Fund (EAISX) Profile

Fund Profile and Description

Parametric International Equity Investor Fund seeks long-term capital appreciation. Parametric International Equity Investor Fund invests at least 80% of net assets in a diversified portfolio of equity securities. It invests primarily in companies domiciled in developed markets outside of the United States, including securities trading in the form of depositary receipts. Parametric International Equity Investor Fund invests primarily in common stocks of companies domiciled in countries represented in the Morgan Stanley Capital International Europe, Australasia, Far East (“MSCI EAFE”) Index.

 

Parametric International Equity Investor (EAISX) Fund Strength What we like about Parametric International Equity Investor (EAISX) Fund

Data for Parametric International Equity Investor Fund (EAISX) as of May 30, 2016

  • Parametric International Equity Investor Fund (EAISX) management has been with Parametric International Equity Investor Fund for 4.4 years
  • Parametric International Equity Investor Fund (EAISX) has good short-term performance (1-year return -4.95% vs -10.09% Foreign Large Blend category median performance)
  • Parametric International Equity Investor Fund (EAISX) has good mid-term performance (3-year return 3.80% vs 1.82% Foreign Large Blend category median performance)
  • Parametric International Equity Investor Fund (EAISX) has good Long-term performance (5-year return 2.79% vs 1.53% Foreign Large Blend category median performance)
  • Parametric International Equity Investor Fund (EAISX) has a Morningstar rating of 4 and above
  • Asset base in Parametric International Equity Investor Fund (EAISX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Parametric International Equity Investor Fund (EAISX) has an annual stock turnover rate of 34.00% vs Foreign Large Blend average of 44.90%. It is good that Parametric International Equity Investor management does not trade extensively for its return.
  • Parametric International Equity Investor Fund (EAISX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.05, lower than category average of 12.81
  • Parametric International Equity Investor Fund (EAISX) has a lower expense ratio than its Foreign Large Blend average: 0.90% vs 1.14%

Parametric International Equity Investor Fund (EAISX) Weakness What we are cautious about Parametric International Equity Investor (EAISX) Fund

Data for Parametric International Equity Investor Fund (EAISX) as of May 30, 2016

  • Parametric International Equity Investor Fund (EAISX) ratio of up-years vs down years can be improved
  • Even though Parametric International Equity Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Parametric International Equity Investor Fund (EAISX) performance details as of May 30, 2016

 

What do you think?

 

Compare Parametric International Equity Investor Fund (EAISX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Parametric International Equity Investor1.60-4.953.802.79
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare
BBH International Equity N (BBHEX)2.09-7.192.572.35Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Parametric International Equity Investor Fund (EAISX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Parametric International Equity Investor Fund (EAISX) Net Asset TrackingParametric International Equity Investor (EAISX) Fund Net Asset

Track net asset change of Parametric International Equity Investor fund (EAISX)

DateNet Asset
05/2016$118.31M
03/2016$107.27M
02/2016$100.80M
More historic net asset information on Parametric International Equity Investor Fund (EAISX)

  

Graph of Parametric International Equity Investor Fund (EAISX) Portfolio TrackingParametric International Equity Investor (EAISX) Fund Portfolio Allocation

Track portfolio allocation change of Parametric International Equity Investor fund (EAISX)

DateCashStockBondOther
04/20160.67%93.22%0%6.11%
01/20160.9%93.4%0%5.7%
12/20151%93.67%0%5.33%
Click here to see more historic asset allocation information on Parametric International Equity Investor Fund (EAISX)

 

graph of Parametric International Equity Investor Fund (EAISX) Top 10 Position TrackingTop 10 Holdings in Parametric International Equity Investor (EAISX) Fund

Discover what Parametric International Equity Investor Fund (EAISX) manager is buying

Apr 29, 2016
NESTLE SA CHAM ET VE [0.99%]
Vodafone Group PLC [0.87%]
KDDI CORP [0.82%]
National Grid PLC [0.79%]
Total SA [0.77%]
Royal Dutch Shell PLC Class A [0.76%]
Deutsche Telekom AG [0.74%]
Air Liquide SA [0.71%]
GlaxoSmithKline PLC [0.7%]
CIE FINANCIERE RICH [0.7%]

Jan 30, 2016
NESTLE SA CHAM ET VE [1.05%]
Vodafone Group PLC [0.93%]
National Grid PLC [0.83%]
KDDI CORP [0.77%]
Deutsche Telekom AG [0.76%]
CIE FINANCIERE RICH [0.74%]
Total SA [0.73%]
Iliad SA [0.72%]
GlaxoSmithKline PLC [0.72%]
NOVARTIS AG BASL [0.71%]

Dec 30, 2015
NESTLE SA CHAM ET VE [1.01%]
Vodafone Group PLC [0.95%]
National Grid PLC [0.82%]
NOVARTIS AG BASL [0.8%]
KDDI CORP [0.8%]
Deutsche Telekom AG [0.79%]
GlaxoSmithKline PLC [0.72%]
Royal Dutch Shell PLC Class A [0.72%]
Telstra Corp Ltd [0.72%]
Total SA [0.7%]
Click here for Stock Holding Change Map in Parametric International Equity Investor Fund (EAISX)

  

Latest News on Parametric International Equity Investor (EAISX) Fund

See what is happening with Parametric International Equity Investor Fund (EAISX)

    No recent news

 

Parametric International Equity Investor Fund (EAISX) Related ResourcesSee more information on Parametric International Equity Investor (EAISX) Fund

Popular pages on Parametric International Equity Investor (EAISX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update