Eaton Vance Tax-Managed Value’s straightforward approach and relatively green managers earn Morningstar Analyst Ratings of Neutral on its cheaper share classes, while its more expensive class is Negative.
Will ECTVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ECTVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ECTVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ECTVX’s parent organization’s priorities and whether they’re in line with investors’ interests.