Eaton Vance Large-Cap Value B
Two International Place Boston, MA 02110
Map
Phone: 800-262-1122
| Category: | Large Value | | Fund Family: | Eaton Vance | | Net Assets: | 120.86M | | Year-to-Date Return: | 8.34% | | Yield: | 0.90% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Aug-94 |
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Michael R. Mach
Lead Manager since
01-Jan-00 | | | Mach is a vice president of Eaton Vance and BMR. He has been an Eaton Vance portfolio manager since December 1999. Previously, Mach was a managing director and senior analyst for Robertson Stephens (1998-1999) as well as Piper Jaffray. He was also a senior vice president at Putnam Investments. Mach is a member of the Boston Security Analyst Society. |
| 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 normally invests primarily in value stocks of large-cap companies. It normally invests at least 80% of net assets in equity securities of large-cap companies. The fund primarily invests in dividend-paying stocks. It may invest in convertible debt securities (including securities rated below investment grade). The fund may also invest in real estate investment trusts for income. |
| Last Dividend
(9-Sep-09):
| 0.01 | | Last Cap Gain
(24-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 75.44% |
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| Expense | EMSTX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 951 | $638 | | 5 Yr Expense Projection*: |
$ 1,149 | $966 | | 10 Yr Expense Projection*: |
$ 1,864 | $1,855 |
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0.18% Nasdaq 
0.42%
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