Morningstar

Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A EACPX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $64.31  /  +0.86 %
  • Fund Size $163.2M
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.230%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 14%
NAV and 1-Day Return as of

Morningstar’s Analysis EACPX

Will EACPX outperform in the 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 EACPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Tax-Managed Multi-Cap Gr A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EACPX

More EACPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Apple Inc

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Amazon.com Inc

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Consumer Cyclical

Alphabet Inc Class A

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Alphabet Inc Class C

4.32 14M
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Visa Inc Class A

3.72 12M
Financial Services

Monolithic Power Systems Inc

3.57 11M
Technology

Meta Platforms Inc Class A

3.46 11M
Communication Services

Broadcom Inc

2.90 9M
Technology

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