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Morningstar

Eaton Vance Growth A EALCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 32.34  /  0.00
  • Total Assets 343.5 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 12%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:12 PM GMT+0

Morningstar’s Analysis EALCX

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

People Pillar

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

An incline in People Pillar rating is the primary driver of Eaton Vance Growth A's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EALCX

More EALCX Holdings
  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.51
33,278,587
Technology

Apple Inc

8.46
29,599,514
Technology

Amazon.com Inc

7.10
24,837,076
Consumer Cyclical

Alphabet Inc Class A

5.86
20,515,194
Communication Services

NVIDIA Corp

5.49
19,225,245
Technology

Adobe Inc

3.77
13,200,383
Technology

Visa Inc Class A

3.18
11,117,206
Financial Services

Intuit Inc

2.56
8,945,539
Technology

Lam Research Corp

2.36
8,265,509
Technology

Alphabet Inc Class C

2.30
8,043,837
Communication Services