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Morningstar

Eaton Vance Tax-Managed Multi-Cap Gr C ECCPX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 41.66  /  −0.45 %
  • Total Assets 143.2 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 2%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ECCPX

Will ECCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ECCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ECCPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ECCPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eaton Vance Tax-Managed Multi-Cap Gr C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ECCPX

More ECCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.86 30.8 Mil
Technology

Apple Inc

9.38 24.3 Mil
Technology

Amazon.com Inc

8.35 21.6 Mil
Consumer Cyclical

Visa Inc Class A

4.23 11.0 Mil
Financial Services

Alphabet Inc Class C

4.02 10.4 Mil
Communication Services

Meta Platforms Inc Class A

3.88 10.1 Mil
Communication Services

Alphabet Inc Class A

3.84 10.0 Mil
Communication Services

Salesforce Inc

3.28 8.5 Mil
Technology

Adobe Inc

3.05 7.9 Mil
Technology

UnitedHealth Group Inc

2.87 7.4 Mil
Healthcare