Eaton Vance Tx-Mgd Small-Cap I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
- NAV / 1-Day Return 31.10 / 0.64 %
- Total Assets 124.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.860%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Blend
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.38%
- Turnover 43%
Morningstar’s Analysis EIMGX
Will EIMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.