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Eaton Vance Tx-Mgd Growth 1.1 I EITMX

Analyst rating as of
NAV / 1-Day Return
84.80  /  0.48 %
Total Assets
2.2 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Below Average
Longest Manager Tenure
13.65 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
250,000
Status
Limited
TTM Yield
0.78%
Turnover
6%
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Morningstar’s Analysis

Will EITMX outperform in future?

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

A diminished investment team and indexlike portfolio.

Associate Director

Summary

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Eaton Vance Tax-Managed Growth 1.1‘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 Negative.

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