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Eaton Vance Tx-Mgd Growth 1.2 I EITGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis EITGX

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

  • People Pillar

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

A portfolio restructuring hasn't made this strategy more attractive.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

For decades, the Eaton Vance Tax-Managed Growth 1.1 and 1.2 strategy served its niche, but it doesn't compete well with modern options. Until 2023, this strategy had let investors exchange blocks of stock for a diversified, indexlike portfolio in a tax-friendly way. Investors put their stock holdings into related vehicles that transferred them into this portfolio to be held in common. Managers rarely sold positions, thereby keeping taxes low.

by Todd Trubey
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