Eaton Vance Tx-Mgd Mid-Cap Core B
Eaton Vance Management Two International Place Boston, MA 02110
Map
Phone: 800-262-1122
| Category: | Mid-Cap Growth | | Fund Family: | Eaton Vance | | Net Assets: | 3.13M | | Year-to-Date Return: | 24.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-02 |
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William R. Hackney, III
Lead Manager since
01-Mar-02 | | | Hackney is a portfolio manager and managing partner with Atlanta Capital Management Company, his employer since 1995. Prior to joining the firm, he was chief investment officer of First Union Corporation?s Capital Management Group in Charlotte, North Carolina. Hackney holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term, after-tax returns for its shareholders by investing in a diversified portfolio of common stocks of mid-cap companies. The fund normally invests at least 80% of assets in the equity securities of companies with market capitalizations within the range covered by the Standard & Poor's 400 MidCap index. It may invest up to 25% of assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(24-Dec-07):
| 1.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.16% |
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| Expense | EBMCX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.20% Nasdaq 0.00%
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