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Eaton Vance Tx-Mgd Value C ECTVX

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%

Morningstar’s Analysis ECTVX

Will ECTVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A little too tax-aware.

Senior Analyst

Summary

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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.

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