• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.79% Nasdaq Down 1.03%

    Eaton Vance Tx-Mgd Growth 1.0 (CAPEX)

    883.70 Down 7.76(0.87%) Apr 28
    Prev Close:883.70
    YTD Return*:-0.60%
    Net Assets*:798.67M
    Yield*:1.41%

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CAPEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.13N/A
    NKE2.80N/A
    FB2.55N/A
    XOM2.41N/A
    GOOG2.09N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:798.67M
    Category:Large Blend
    Annual Report Expense Ratio (net):0.49%

    Performance & Risk

    YTD Return:-0.60%
    5y Avg Return:11.08%
    Rank in Category (ytd):70
    % Rank in Category (ytd):4.23%
    Beta (3y):1.00
    Morningstar Risk Rating:3

    Fund Summary

    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback