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    Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)

    17.82 Up 0.16(0.91%) May 1
    Prev Close:17.82
    YTD Return*:2.38%
    Net Assets*:452.24M
    Yield*:0.56%

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.1512.99
    JPM1.39-2.92
    WFC1.25-0.97
    XOM1.19-7.90
    DIS1.1911.94

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:452.24M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:2.38%
    5y Avg Return:11.06%
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.04%
    Beta (3y):1.00
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term, after-tax returns for its shareholders by investing in a combination of diversified tax-managed equity portfolios advised by Eaton Vance or its affiliates. The fund normally invests at least 65% of its total assets in tax-managed portfolios sponsored by the Eaton Vance organization ("Tax-Managed Portfolios") that primarily invest in common stocks of U.S. companies. It may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities. View More
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