Eaton Vance Tax-Managed Multi-Cap Gr C 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.
Eaton Vance Tax-Managed Multi-Cap Growth Fund Class C ECCPX
- NAV / 1-Day Return 46.74 / −2.58 %
- Total Assets 164.0M
-
Adj. Expense Ratio
1.980%
- Expense Ratio 1.980%
- 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 0.00
- Turnover 14%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis ECCPX
Will ECCPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 68.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.61 | 31M | Technology |
Microsoft Corp | 9.62 | 26M | Technology |
Apple Inc | 9.61 | 26M | Technology |
Amazon.com Inc | 8.61 | 23M | Consumer Cyclical |
Alphabet Inc Class A | 6.05 | 16M | Communication Services |
Alphabet Inc Class C | 4.72 | 13M | Communication Services |
Meta Platforms Inc Class A | 4.08 | 11M | Communication Services |
Monolithic Power Systems Inc | 3.63 | 10M | Technology |
Visa Inc Class A | 3.50 | 9M | Financial Services |
Broadcom Inc | 2.86 | 8M | Technology |
United States