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Eaton Vance Tax-Managed Multi-Cap Gr A EACPX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 51.96  /  +0.13 %
  • Total Assets 143.2 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • 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
  • Turnover 2%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:11 PM GMT+0

Morningstar’s Analysis EACPX

Will EACPX outperform in future?

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

Eaton Vance Tax-Managed Multi-Cap Gr A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

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Portfolio Holdings EACPX

  • 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