Eaton Vance Tax-Managed Growth 1.1‘s tax benefits don’t compensate for an approach that produces indexlike results. Two share classes receive Morningstar Analyst Ratings of Neutral; the pricier C share class is rated Negative.
Eaton Vance Tx-Mgd Growth 1.1 C ECTGX
NAV / 1-Day Return
74.40
/
0.18
%
Total Assets
2.0 Bil
Adj. Expense Ratio
1.480%
Expense Ratio
1.480%
Fee Level
Below Average
Longest Manager Tenure
14.46
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
1%
Morningstar’s Fund Analysis ECTGX
Will ECTGX 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 ECTGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ECTGX 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 ECTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Despite low tax costs, most investors can do better.
