Eaton Vance Equity Asset Allocation I
Two International Place Boston, MA 02110
Map
Phone: 800-262-1122
| Category: | Large Blend | | Fund Family: | Eaton Vance | | Net Assets: | 250.00K | | Year-to-Date Return: | 26.61% | | Yield: | 0.45% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Dec-06 |
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Duncan W. Richardson
Lead Manager since
29-Dec-06 | | | Duncan W. Richardson is Executive Vice President and Chief Equity Investment Officer of Eaton Vance Management. He is the Portfolio Manager of Eaton Vance?s Tax-Managed Equity Asset Allocation Fund and Equity Asset Allocation Fund and Co-Manager of Tax-Managed Growth Portfolio and Large-Cap Growth Fund. He is also the Chairman of the Equity Strategy Committee.He is also an executive vice president and chief equity investment officer of BMR. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return. The fund primarily invests assets in a combination of six registered investment companies: Growth Portfolio, International Equity Portfolio, Large-Cap Growth Portfolio, Large-Cap Value Portfolio, Small-Cap Growth Portfolio and SMID-Cap Portfolio. |
| Last Dividend
(30-Dec-08):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | EEAIX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.67% Nasdaq 0.00%
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