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Eaton Vance Tx-Mgd Value A EATVX

Analyst rating as of
NAV / 1-Day Return
36.77  /  2.37 %
Total Assets
719.1 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Above Average
Longest Manager Tenure
4.98 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.80%
Turnover
11%

Morningstar’s Fund Analysis EATVX

Will EATVX outperform in future?

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

A little too tax-aware.

Summary

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Eaton Vance Tax-Managed Value's tax consciousness is commendable, but it limits the portfolio’s flexibility, resulting in a Morningstar Analyst Rating of Neutral for its two cheaper share classes, while its pricier C share class gets a Negative rating.

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