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Morningstar

Eaton Vance Focused Growth Opps I EIFGX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 19.70  /  0.97 %
  • Total Assets 147.2 Mil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • 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 EIFGX

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

People Pillar

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

Eaton Vance Focused Growth Opps I’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EIFGX

More EIFGX 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