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Morningstar

Eaton Vance Tax-Managed Multi-Cap Gr C ECCPX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 39.08  /  0.41 %
  • Total Assets 115.7 Mil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.030%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:15 PM GMT+0

Morningstar’s Analysis ECCPX

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

People Pillar

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

Strength in Eaton Vance Tax-Managed Multi-Cap Gr C's People Pillar is partially offset by an Average Process Pillar rating, leading to 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ECCPX

More ECCPX Holdings
  • Current Portfolio Date
  • Equity Holdings 47
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 55.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.18
23,476,644
Technology

Apple Inc

10.97
23,034,765
Technology

Amazon.com Inc

7.41
15,565,336
Consumer Cyclical

Alphabet Inc Class C

4.68
9,830,736
Communication Services

Alphabet Inc Class A

4.49
9,419,434
Communication Services

Visa Inc Class A

4.25
8,934,738
Financial Services

UnitedHealth Group Inc

3.62
7,594,110
Healthcare

Adobe Inc

3.42
7,190,610
Technology

Meta Platforms Inc Class A

2.93
6,158,808
Communication Services

Accenture PLC Class A

2.68
5,622,263
Technology