Eaton Vance Tx-Mgd Growth 1.0
Two International Place Boston, MA 02110
Map
Phone: 800-225-6265
| Category: | Large Blend | | Fund Family: | Eaton Vance | | Net Assets: | 620.41M | | Year-to-Date Return: | 15.03% | | Yield: | 1.83% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Mar-66 |
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Duncan W. Richardson
Lead Manager since
01-Jan-90 | | | 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: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to achieve long-term, after tax returns. The fund may invest up to 65% of assets in common stocks, which are acquired with the expectation of being held for the long-term. It may not invest more than 25% of assets in any one industry. The fund may invest up to 25% of assets in foreign securities, but no more than 15% in illiquid securities. |
| Last Dividend
(21-Sep-09):
| 1.70 | | Last Cap Gain
(30-Dec-08):
| 2.36 | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 78.94% |
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| Expense | CAPEX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $776 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,291 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,371 |
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1.18% Nasdaq 
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