Advertisement
Skip to Content
Morningstar

Eaton Vance Tx-Mgd Value C ECTVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 34.62  /  0.90 %
  • Total Assets 719.2 Mil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.900%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 29%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis ECTVX

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

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of ECTVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A little too tax-aware.

Senior Analyst

Summary

| by Jack Shannon

Eaton Vance Tax-Managed Value's tax consciousness is commendable, but it limits the portfolio’s flexibility, resulting in a Morningstar Analyst Rating of Neutral for its two cheaper share classes, while its pricier C share class gets a Negative rating.

Unlock our full analysis with Morningstar Investor