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    Eaton Vance Tx-Mgd Eq Asset Allc C (ECEAX)

    16.53 Down 0.13(0.78%) Mar 31
    Prev Close:16.66
    YTD Return*:2.97%
    Net Assets*:458.51M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for ECEAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.0417.38
    JPM1.28-0.66
    WFC1.231.97
    XOM1.22-4.02
    UTX1.117.68

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:458.51M
    Category:Large Blend
    Annual Report Expense Ratio (net):2.08%

    Performance & Risk

    YTD Return:2.97%
    5y Avg Return:11.70%
    Rank in Category (ytd):33
    % Rank in Category (ytd):2.01%
    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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