Eaton Vance Large-Cap Growth A Two International Place Boston, MA 02110 Map
Phone: 800-262-1122
| Category: | Large Growth | | Fund Family: | Eaton Vance | | Net Assets: | 90.76M | | Year-to-Date Return: | 27.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Sep-02 |
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Duncan W. Richardson
Lead Manager since
09-Sep-02 | | | 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. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. It normally invests at least 80% of net assets in large-cap companies. The management generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000 Growth Index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(11-Mar-08):
| 0.03 | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 101.52% |
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| Expense | EALCX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 991 | $658 | | 5 Yr Expense Projection*: |
$ 1,308 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,338 | $2,035 |
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