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.
Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A EACPX
- NAV / 1-Day Return 60.14 / −2.56 %
- Total Assets 164.0M
-
Adj. Expense Ratio
1.230%
- Expense Ratio 1.230%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 14%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis EACPX
Will EACPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 68.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.83 | 35M | Technology |
Amazon.com Inc | 9.75 | 29M | Consumer Cyclical |
Microsoft Corp | 9.43 | 28M | Technology |
Apple Inc | 9.14 | 27M | Technology |
Alphabet Inc Class A | 7.20 | 22M | Communication Services |
Alphabet Inc Class C | 5.21 | 16M | Communication Services |
Monolithic Power Systems Inc | 4.78 | 14M | Technology |
Meta Platforms Inc Class A | 3.88 | 12M | Communication Services |
Broadcom Inc | 3.43 | 10M | Technology |
Visa Inc Class A | 3.40 | 10M | Financial Services |
United States