Eaton Vance Tx-Mgd Eq Asset Allc A (EAEAX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.36%|
Performance & Risk
|5y Avg Return:||13.55%|
|Rank in Category (ytd):||81|
|% Rank in Category (ytd):||4.94%|
|Morningstar Risk Rating:||4|
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