Mutual Fund Insights: Eaton Vance Large-Cap Value A Fund (EHSTX)

In-depth Analysis of Eaton Vance Large-Cap Value A Fund (EHSTX)

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See Eaton Vance Large-Cap Value A Fund (EHSTX) performance details as of January 31, 2010

  

Last Trade: $17.60 on 3/17/2010, Change: +0.11 (0.63%)

Experiment our closing price forecasting tool for Eaton Vance Large-Cap Value A Fund (EHSTX) (alpha release)

  

Fund Manager - Michael R. Mach

Fund Manager Tenure: 10.2 years
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

Mach is a vice president of Eaton Vance and BMR. He has been an Eaton Vance portfolio manager since December 1999. Previously, Mach was a managing director and senior analyst for Robertson Stephens (1998-1999) as well as Piper Jaffray. He was also a senior vice president at Putnam Investments. Mach is a member of the Boston Security Analyst Society.  Get more insights on Michael R. Mach

  

 What we like about Eaton Vance Large-Cap Value A Fund (EHSTX)

Data for Eaton Vance Large-Cap Value A Fund (EHSTX) as of January 31, 2010

• Eaton Vance Large-Cap Value A Fund (EHSTX) management has been with Eaton Vance Large-Cap Value A Fund for 10.2 years
• Eaton Vance Large-Cap Value A Fund (EHSTX) has good mid-term performance (3-year return -7.10% vs -8.60% Large Value category average)
• Eaton Vance Large-Cap Value A Fund (EHSTX) has good Long-term performance (5-year return 1.92% vs -0.19% Large Value category average)
• Eaton Vance Large-Cap Value A Fund (EHSTX) ratio of up-years vs down years is greater than 2
• Eaton Vance Large-Cap Value A Fund (EHSTX) has a Morningstar rating of 4 and above
• Eaton Vance Large-Cap Value A Fund (EHSTX) has an annual stock turnover rate of 61.00% vs Large Value average of 69.44%. It is good that Eaton Vance Large-Cap Value A management does not trade extensively for its return.
• Eaton Vance Large-Cap Value A Fund (EHSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.32, lower than category average of 20.74
• Eaton Vance Large-Cap Value A Fund (EHSTX) has a lower management fee than its Large Value average: 1.00% vs 1.28%

  

 What we are cautious about Eaton Vance Large-Cap Value A Fund (EHSTX)

Data for Eaton Vance Large-Cap Value A Fund (EHSTX) as of January 31, 2010

• Eaton Vance Large-Cap Value A Fund (EHSTX) has a less-than-ideal short-term performance (1-year return 26.27% vs 32.89% Large Value category average)
• Eaton Vance Large-Cap Value A Fund (EHSTX) carries a 5.75% load

See Eaton Vance Large-Cap Value A Fund (EHSTX) performance details as of January 31, 2010

  

  

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Eaton Vance Large-Cap Value A Fund (EHSTX) Net Asset

Track net asset change of Eaton Vance Large-Cap Value A fund (EHSTX)

Date	Net Asset
01/2010	$9.04B
11/2009	$9.32B
10/2009	$8.73B

More historic net asset information on Eaton Vance Large-Cap Value A Fund (EHSTX)

  

Eaton Vance Large-Cap Value A Fund (EHSTX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Large-Cap Value A fund (EHSTX)

Date	Cash	Stock	Bond	Other
09/2009	1.66%	98.34%	0%	0%
06/2009	2.3%	97.7%	0%	0%
03/2009	2.69%	97.31%	0%	0%

Click here to see more historic asset allocation information on Eaton Vance Large-Cap Value A Fund (EHSTX)

  

Most Recent Top 10 Holdings in Eaton Vance Large-Cap Value A Fund (EHSTX)

Discover what Eaton Vance Large-Cap Value A Fund (EHSTX) manager is buying

30-Sep-09 JP MORGAN CHASE CO [2.85%] WELLS FARGO & CO NEW [2.6%] OCCIDENTAL PET [2.6%] TOTAL SA [2.55%] BK OF AMERICA CP [2.55%] CHEVRON CORP [2.46%] EXXON MOBIL CP [2.44%] AT&T INC. [2.4%] ANADARKO PETROLEUM [2.36%] P N C FIN SVCS GR [2.33%]

30-Jun-09 JP MORGAN CHASE CO [2.68%] WELLS FARGO & CO NEW [2.64%] EXXON MOBIL CP [2.54%] TOTAL SA [2.52%] HEWLETT PACKARD CO [2.5%] CHEVRON CORP [2.49%] AT&T INC. [2.41%] OCCIDENTAL PET [2.39%] NESTLE N ORD [2.29%] BK OF AMERICA CP [2.24%]

31-Mar-09 JPMorgan Chase & Co. [2.8%] AT&T Inc [2.64%] Verizon Communications Inc [2.59%] Nestle [2.52%] Travelers Companies Inc (The) [2.51%] Chevron Corporation [2.49%] Hewlett-Packard Co [2.47%] Johnson & Johnson [2.43%] Total SA [2.42%] CVS Caremark Corporation [2.4%]

Click here for Stock Holding Change Map in Eaton Vance Large-Cap Value A Fund (EHSTX)

  

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Latest News on Eaton Vance Large-Cap Value A (EHSTX)

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See more information on Eaton Vance Large-Cap Value A Fund (EHSTX)

• Eaton Vance Large-Cap Value A Fund Insights
• Eaton Vance Large-Cap Value A Fund Performance Data
• Eaton Vance Large-Cap Value A Fund News
• Eaton Vance Large-Cap Value A Fund Score Explaination
• Eaton Vance Large-Cap Value A Fund Manager Information
• Historic Eaton Vance Large-Cap Value A Fund Asset Allocation Report
• Historic Eaton Vance Large-Cap Value A Fund Top 10 Holding Tracking
• Historic Eaton Vance Large-Cap Value A Fund Asset Under Management Tracking