Morningstar

Eaton Vance Focused Growth Opportunities Fund Class A EAFGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $24.34  /  −0.45 %
  • Fund Size $105.5M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis EAFGX

Will EAFGX 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 EAFGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Focused Growth Opps 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.

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Portfolio Holdings EAFGX

More EAFGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.55 15M
Technology

Alphabet Inc Class C

9.06 10M
Communication Services

Apple Inc

7.26 8M
Technology

Broadcom Inc

6.87 7M
Technology

Microsoft Corp

6.73 7M
Technology

Meta Platforms Inc Class A

4.39 5M
Communication Services

Eli Lilly and Co

4.17 4M
Healthcare

Amazon.com Inc

3.72 4M
Consumer Cyclical

Palo Alto Networks Inc

3.29 3M
Technology

Seagate Technology Holdings PLC

2.67 3M
Technology

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