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Eaton Vance Tx-Mgd Mid-Cap Core B (EBMCX)

On Feb 9: 11.16 USD  Up 0.14 (1.27%)  
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Profile  As of 31-Jan-10 Get Profile for:
Eaton Vance Tx-Mgd Mid-Cap Core B
Eaton Vance Management Two International Place Boston, MA 02110
Phone: 800-262-1122
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FUND OVERVIEW
Category: Mid-Cap Growth
Fund Family: Eaton Vance
Net Assets: 3.10M
Year-to-Date Return: -4.27%
Yield: 0.00%
Morningstar Rating: 3 stars
Fund Inception Date: 01-Mar-02
MORNINGSTAR STYLE BOX
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
William R. Hackney, III
Lead Manager since 01-Mar-02
Hackney is a portfolio manager and managing partner with Atlanta Capital Management Company, his employer since 1995. Prior to joining the firm, he was chief investment officer of First Union Corporation?s Capital Management Group in Charlotte, North Carolina. Hackney holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
Min Initial Investment: $1,000
Min Initial Investment, IRA: $1,000
Min Initial Investment, AIP: $50
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: $0
Min Subsequent Investment, AIP: $50
EBMCX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks long-term, after-tax returns for its shareholders by investing in a diversified portfolio of common stocks of mid-cap companies. The fund normally invests at least 80% of assets in the equity securities of companies with market capitalizations within the range covered by the Standard & Poor's 400 MidCap index. It may invest up to 25% of assets in foreign securities.
FUND OPERATIONS
Last Dividend N/A
Last Cap Gain (24-Dec-07): 1.03
Annual Holdings Turnover 42.00%
Average for Category: 138.22%
FEES & EXPENSES
Expense EBMCX Category
Avg
Total Expense Ratio: 2.35% 1.46%
Max 12b1 Fee: 1.00% N/A
Max Front End Sales Load: % 5.37%
Max Deferred Sales Load: 5.00% 2.68%
3 Yr Expense Projection*: $1,146 $651
5 Yr Expense Projection*: $1,480 $1,030
10 Yr Expense Projection*: $2,556 $2,053
* Per $10,000 invested


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