Eaton Vance Equity Asset Allocation C
Two International Place Boston, MA 02110
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Phone: 800-262-1122
| Category: | Large Blend | | Fund Family: | Eaton Vance | | Net Assets: | 8.77M | | Year-to-Date Return: | 20.14% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Dec-06 |
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Duncan W. Richardson
Lead Manager since
29-Dec-06 | | | 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: | $50 | | 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 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
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | EEACX | Category
Avg | | Total Expense Ratio: | 2.20%
| 1.08% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.60% | | 3 Yr Expense Projection*: |
$ 858 | $776 | | 5 Yr Expense Projection*: |
$ 1,519 | $1,291 | | 10 Yr Expense Projection*: |
$ 3,288 | $2,371 |
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1.23% Nasdaq 
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