The investment seeks long-term capital appreciation by investing in a diversified portfolio of equity securities.
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks (the “80% Policy”). It may invest in companies with a broad range of market capitalizations, including smaller companies. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500 Index.
Company profile
Ticker
EVSTC, EVGBC
Exchange
Website
Employees
Incorporated
Location
Former names
Eaton Vance ETMF Trust
SEC CIK
EVSTC stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
10 Jan 24
N-PX/A
Annual report of proxy voting record (amended)
30 Aug 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CEN
Annual report (registered investment company)
10 Mar 23
N-CEN
Annual report (registered investment company)
11 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
30 Dec 22
25-NSE
Exchange delisting
16 Dec 22
8-K
Other Events
23 Nov 22
N-PX
Annual report of proxy voting record
29 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Aug 22
Latest ownership filings
NPORT-P
Eaton Vance Global Income Builder NextShares (Oct 2022 report)
20 Dec 22
NPORT-P
Eaton Vance Stock NextShares (Sep 2022 report)
28 Nov 22
NPORT-P
Eaton Vance Global Income Builder NextShares (Jul 2022 report)
29 Sep 22
NPORT-P
Eaton Vance Stock NextShares (Jun 2022 report)
22 Aug 22
NPORT-P
Eaton Vance Global Income Builder NextShares (Apr 2022 report)
28 Jun 22
NPORT-P
Eaton Vance Stock NextShares (Mar 2022 report)
27 May 22
NPORT-P
Eaton Vance Global Income Builder NextShares (Jan 2022 report)
1 Apr 22
NPORT-P
Eaton Vance Stock NextShares (Dec 2021 report)
28 Feb 22
NPORT-P
Eaton Vance Global Income Builder NextShares (Oct 2021 report)
20 Dec 21
NPORT-P
Eaton Vance Stock NextShares (Sep 2021 report)
26 Nov 21
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Eaton Vance Global Income Builder NextShares | EVGBC | -4.41 | -7.31 | 5.86 | 1.01 mm | 1 | Oct 2022 |
Eaton Vance Stock NextShares | EVSTC | 8.21 | -3.72 | -7.96 | 1.18 mm | 1 | Sep 2022 |