Eaton Vance Tx-Mgd Growth 1.0 (CAPEX)
* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.50%|
Performance & Risk
|5y Avg Return:||15.71%|
|Rank in Category (ytd):||52|
|% Rank in Category (ytd):||3.19%|
|Morningstar Risk Rating:||2|
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. View More