Eaton Vance Tax-Managed Growth 1.2‘s broad diversification, marginal differentiation from the S&P 500, and implicitly hands-off investment approach blunt the impact of recent departures from its investment team, which is much smaller than it was five years ago. Two of its three share classes receive a Morningstar Analyst Rating of Neutral while the priciest C-shares are rated Negative.
Eaton Vance Tx-Mgd Growth 1.2 I EITGX
NAV / 1-Day Return
40.16
/
2.05
%
Total Assets
1.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.670%
Expense Ratio
0.670%
Fee Level
Below Average
Longest Manager Tenure
13.88
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
250,000
Status
Open
TTM Yield
0.39%
Turnover
6%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EITGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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The Parent Pillar is our rating of EITGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A diminished investment team and indexlike portfolio.
