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Eaton Vance Tax-Managed Growth 1.0 Fund CAPEX

Medalist Rating as of May 21, 2026 See Eaton Vance Investment Hub

Will CAPEX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the CAPEX 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 CAPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Returns since the strategy's big transformation have been noteworthy.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

As the Eaton Vance Tax-Managed Growth strategies continue to hold a more focused, low-turnover equity portfolio, they earn a Process upgrade from Below Average to Average.

by Todd Trubey

Rated on May 21, 2026 Published on May 21, 2026

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