Eaton Vance Risk-Managed Diversified is flagged for exiting on a quality-floor breach and a weak Piotroski score, even as momentum continues a trend-continuation recovery above the 200-day moving average.
Thesis pillars
- Weak Piotroski No Moat→Stable
- Quality Floor Breach→Stable
- Momentum Recovery Continuation↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 5, 2026
Eaton Vance Risk-Managed Divers (ETJ) Stock Analysis
Financial Services · Asset Management
Sell if holding. Engine safety override at $7.93: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend.
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money,... Read more
Sell if holding. Engine safety override at $7.93: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.4/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $7.93: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.4/10. Specifically: Below-average business quality; Negative price momentum; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $7.73. Score 4.4/10, moderate confidence.
Default target: $9.12 (+15.0% upside). Prior stop was $7.73. Stop-loss: $7.73.
Quality below floor (0.9 < 4.0).
Eaton Vance Risk-Managed Divers trades at a P/E of 27.3 (forward N/A). TrendMatrix value score: 4.7/10. Verdict: Sell.
What does Eaton Vance Risk-Managed Divers do?Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by...
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money S&P 500 Index call options of the same term as the put options with roll dates that are staggered across the options portfolio. The fund invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the S&P 500 Index and the Barclays U.S. Aggregate Bond Index. Eaton Vance Risk-Managed Diversified Equity Income Fund was formed on July 31, 2007 and is domiciled in the United States.