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Morningstar

Eaton Vance Focused Growth Opps C ECFGX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.19  /  0.94 %
  • Total Assets 147.2 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 30%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:15 PM GMT+0

Morningstar’s Analysis ECFGX

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

People Pillar

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

Eaton Vance Focused Growth Opps C's Average Process and Parent pillars limit this strategy 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 ECFGX

More ECFGX Holdings
  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 54.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.39
13,664,159
Technology

Apple Inc

7.79
11,337,678
Technology

Amazon.com Inc

6.92
10,073,111
Consumer Cyclical

Alphabet Inc Class C

6.44
9,377,804
Communication Services

Visa Inc Class A

6.18
8,996,876
Financial Services

Intuit Inc

4.39
6,389,328
Technology

NVIDIA Corp

3.53
5,133,565
Technology

Intuitive Surgical Inc

3.52
5,129,475
Healthcare

TJX Companies Inc

3.24
4,714,855
Consumer Cyclical

Adobe Inc

3.02
4,391,778
Technology