ETFs - Profile

Eaton Vance Stock NextShares

US > Large-Cap > Core

Rank

Universe Rank
116 0

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in a portfolio of common stocks.

In selecting securities for the portfolio, the research team focuses on companies that have sustainable earnings and cash flow, a superior and durable financial profile, secular and cyclical growth prospects, and the ability to More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $99.98
    +0
  • 52 Week HL
  • $100.02 - $99.63
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
- YTD

  • 3 Year
  • -0.04%
  • 5 Year
  • 102.29%
  • Best
  • 100.66%
    2018
  • Worst
  • -0.04%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
EVSTC 0%0%0%101%1%0%0%0%0%0%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - - - 99.9% - - - - - - -
Q2 - - - - - - - - - - -
Q3 - -0.1% - - 0.3% - - - - - -
Q4 - 0.1% - 0.3% 0.7% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 - - - - - - - - - - - 0.1%

Annual Return

Index Comparison

Alpha

NAV