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Eaton Vance Tx-Mgd Eq Asset Allc C (ECEAX)

17.04 Up 0.06(0.35%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
Eaton Vance Tx-Mgd Eq Asset Allc C
Eaton Vance ManagementTwo International PlaceBoston, MA 02110
Map
Phone: 800-262-1122
Fund Overview 
Category:Large Blend
Fund Family:Eaton Vance
Net Assets:445.28M
Year-to-Date Return:2.68%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:Mar 1, 2002
Morningstar Style Box 
Large Blend
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Management Information 
Lewis R. Piantedosi
Lead Manager since Oct 1, 2013
Lew is a Vice President of Eaton Vance Management, a member of the Equity Strategy Committee and lead portfolio manager of Eaton Vance’s Large-Cap Growth Equity and Focused Growth Equity strategies. Lew plays a central role in the research evaluation and decision-making process and represents the Large Cap Growth strategies to current and prospective clients. Lew also coordinates the day-to-day management of the Large Cap Growth portfolios. While the strategy is managed by the two-member Large Cap Growth Management Team, as the lead portfolio manager, Lew is ultimately responsible for all buy-and-sell decisions. Lew’s experience in the investment management industry dates back to 1993. He joined Eaton Vance in 1999 after serving as partner, portfolio manager and equity analyst with Freedom Capital Management. He had previously been associated with Eaton Vance Management as a research analyst from 1993 to 1996 and rejoined the company in his current position in 1999. Lew graduated from Framingham State College with a B.A. in Economics and received an M.B.A. with a concentration in Finance from Bentley College. His commentary has appeared in Barron’s, Bloomberg TV, The Boston Globe, Business Week, The New York Times, The Pittsburgh Post-Gazette, SmartMoney, Standard & Poor's, Toronto Globe & Mail, and The Wall Street Journal, among other publications.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000
Min Subsequent Investment:0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
ECEAX can be purchased from 66 brokerages.

Fund Summary 
The investment seeks long-term, after-tax returns for its shareholders by investing in a combination of diversified tax-managed equity portfolios advised by Eaton Vance or its affiliates. The fund normally invests at least 65% of its total assets in tax-managed portfolios sponsored by the Eaton Vance organization ("Tax-Managed Portfolios") that primarily invest in common stocks of U.S. companies. It may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 22, 2013) : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 2.00%
Average for Category:41.86%
Fees & Expenses 
ExpenseECEAXCategory Avg
Annual Report Expense Ratio (net):2.11%1.08%
Prospectus Net Expense Ratio:2.11%N/A
Prospectus Gross Expense Ratio:2.75%N/A
Max 12b1 Fee:1.00%N/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: 1.00%2.19%
3 Yr Expense Projection*:661577
5 Yr Expense Projection*:1,134922
10 Yr Expense Projection*:2,4411,884
* Per $10,000 invested