Morningstar

Eaton Vance Tax-Managed Growth 1.0 Fund CAPEX

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

Strategy

The investment seeks to achieve long-term, after tax returns. The fund may invest up to 65% of assets in common stocks, which are acquired with the expectation of being held for the long-term. It may not invest more than 25% of assets in any one industry. The fund may invest up to 25% of assets in foreign securities, but no more than 15% in illiquid securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAPEX	Eaton Vance Tax-Managed Growth 1.0 Fund	No Load	Closed			Mar 29, 1966	$1.63B	—	Low	$0	−$156.78M

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