ECEAX - Eaton Vance Tax-Managed Eq Aset Allc C

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Eaton Vance Tax-Managed Eq Aset Allc C

Eaton Vance ManagementTwo International PlaceBoston, MA 02110
Management Information
Lewis R. Piantedosi,Lead Manager since September 30, 2013
Lew is a Vice President of Eaton Vance Management, a member of the Equity Strategy Committee and lead portfolio manager of Eaton Vance???s Large-Cap Growth Equity and Focused Growth Equity strategies. Lew plays a central role in the research evaluation and decision-making process and represents the Large Cap Growth strategies to current and prospective clients. Lew also coordinates the day-to-day management of the Large Cap Growth portfolios. While the strategy is managed by the two-member Large Cap Growth Management Team, as the lead portfolio manager, Lew is ultimately responsible for all buy-and-sell decisions. Lew???s experience in the investment management industry dates back to 1993. He joined Eaton Vance in 1999 after serving as partner, portfolio manager and equity analyst with Freedom Capital Management. He had previously been associated with Eaton Vance Management as a research analyst from 1993 to 1996 and rejoined the company in his current position in 1999. Lew graduated from Framingham State College with a B.A. in Economics and received an M.B.A. with a concentration in Finance from Bentley College. His commentary has appeared in Barron???s, Bloomberg TV, The Boston Globe, Business Week, The New York Times, The Pittsburgh Post-Gazette, SmartMoney, Standard & Poor's, Toronto Globe & Mail, and The Wall Street Journal, among other publications.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--85%+ Equity
Fund FamilyEaton Vance
Net Assets478.26M
YTD Return13.76%
Morningstar Rating★★★
Inception DateMar 3, 2002

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover6.00%
Average for CategoryN/A

Fees & Expenses

ExpenseECEAXCategory Average
Annual Report Expense Ratio (net)2.07%0.75%
Prospectus Net Expense Ratio2.09%N/A
Prospectus Gross Expense Ratio2.61%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.03%
Max Deferred Sales Load1.00%2.13%
3 Yr Expense Projection655N/A
5 Yr Expense Projection1,124N/A
10 Yr Expense Projection2,421N/A