Eaton Vance Tx-Mgd Growth 1.1 B
Eaton Vance Management Two International Place Boston, MA 02110
Phone: 800-262-1122
| Category: |
Large Blend |
| Fund Family: |
Eaton Vance |
| Net Assets: |
47.88M |
| Year-to-Date Return: |
-2.98% |
| Yield: |
0.27% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Mar-96 |
|
Duncan W. Richardson
Lead Manager since
28-Mar-96 |
|
| Duncan W. Richardson is Executive Vice President and Chief Equity Investment Officer of Eaton Vance Management. He is the Portfolio Manager of Eaton Vance?s Tax-Managed Equity Asset Allocation Fund and Equity Asset Allocation Fund and Co-Manager of Tax-Managed Growth Portfolio and Large-Cap Growth Fund. He is also the Chairman of the Equity Strategy Committee.He is also an executive vice president and chief equity investment officer of BMR. |
| 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 |
|
|
|
| The investment seeks to achieve long-term, after-tax returns. The fund seeks to meet its objective by investing in Tax-Managed Growth Portfolio (the ?Portfolio?), a separate open-end investment company that has the same objective and policies as the fund's. It normally invest primarily in common stocks. The fund seeks to achieve long-term after-tax returns in part minimizing the taxes incurred by shareholders in connection with the Portfolio?s investment income and realized capital gains. |
| Last Dividend
(30-Dec-09):
|
0.05 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
1.00% |
| Average for Category:
|
80.36% |
|
| Expense |
EMTGX |
Category
Avg |
| Total Expense Ratio: |
1.61%
|
1.10% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.25% |
| Max Deferred Sales Load: |
5.00%
|
2.61% |
| 3 Yr Expense Projection*: |
$908 |
$768 |
| 5 Yr Expense Projection*: |
$1,076 |
$1,311 |
| 10 Yr Expense Projection*: |
$1,710 |
$2,413 |
|
|
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