Eaton Vance Tax-Mgd Growth 1.2 A
255 State Street Boston MA 02109
Phone: 800-225-6265
| Category: |
Large Blend |
| Fund Family: |
Eaton Vance |
| Net Assets: |
645.38M |
| Year-to-Date Return: |
4.13% |
| Yield: |
1.06% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
28-Feb-01 |
|
Duncan W. Richardson
Lead Manager since
28-Feb-01 |
|
| Richardson is a vice president, portfolio manager and analyst with Eaton Vance, his employer since May 1987. Previously, he worked as a nuclear submarine officer. Richardson holds the Chartered Financial Analyst designation, and he is a member of the Museum of Science Council and a program coordinator for the Technology Analysts of Boston. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to achieve long-term, after-tax returns. The fund invests primarily in common stocks of growth companies that are considered to be high in quality and attractive in their long-term investment prospects. It may invest up to 25% of assets in foreign securities. The fund may engage in derivative transactions to protect against price declines. |
| Last Dividend
(24-Dec-07):
|
0.13 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
1.00% |
| Average for Category:
|
70.73% |
|
| Expense |
EXTGX |
Category
Avg |
| Total Expense Ratio: |
0.95%
|
1.12% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$860 |
$584 |
| 5 Yr Expense Projection*: |
$1,070 |
$899 |
| 10 Yr Expense Projection*: |
$1,674 |
$1,778 |
|
|
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