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 Dow Down 0.42% Nasdaq Down 0.39%

Eaton Vance Risk-Managed Equity Option A (EROAX)

7.97 Down 0.03(0.38%) Aug 1
Prev Close:8.00
YTD Return*:3.77%
Net Assets*:37.29M
Yield*:2.83%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for EROAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.4417.82
GILD2.7913.57
MRK2.3218.66
STZ2.0525.58
GOOGL2.035.45

Fund Basics

Morningstar Overall Rating:
Total Assets:37.29M
Category:Long/Short Equity
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:3.77%
5y Avg Return:4.99%
Rank in Category (ytd):34
% Rank in Category (ytd):10.37%
Beta (3y):0.42
Morningstar Risk Rating:2

Fund Summary

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its total assets in a diversified portfolio of common stocks. It invests in large- and mid- capitalization common stocks of U.S. issuers. The fund may also invest up to 40% of its total assets in securities of foreign issuers, some of which may be located in emerging market countries. It intends to write (sell) call options and purchase put options and/or enter into put option spreads on securities and on one or more broad-based U.S. stock indices, including put options and put spreads on exchange-traded funds (" ETFs ") that replicate such indices. View More
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