Eaton Vance Tx-Mgd Growth 1.2 A
Eaton Vance Management Two International Place Boston, MA 02110
Phone: 800-262-1122
| Category: | Large Blend | | Fund Family: | Eaton Vance | | Net Assets: | 330.39M | | Year-to-Date Return: | -3.01% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-01 |
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Duncan W. Richardson
Lead Manager since
28-Feb-01 | | | 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 |
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| 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):
| 0.12 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 1.00% | | Average for Category:
| 80.36% |
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| Expense | EXTGX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.10% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$881 | $768 | | 5 Yr Expense Projection*: |
$1,106 | $1,311 | | 10 Yr Expense Projection*: |
$1,751 | $2,413 |
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0.12 (1.30%)
