ELCIX – Eaton Vance Growth I Investment Strategy | Morningstar

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Strategy

The investment seeks total return. The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. Under normal market conditions, it invests primarily in large-cap companies. The portfolio managers generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000® Growth Index. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ELCIX	Eaton Vance Growth Fund Class I	Institutional	Open			May 3, 2007	$88.62M	0.790%	Above Average	$1M	−$9.36M
EALCX	Eaton Vance Growth Fund Class A	Front Load	Open			Sep 9, 2002	$331.96M	1.040%	Above Average	$1,000	−$31.23M
ECLCX	Eaton Vance Growth Fund Class C	Level Load	Open			Sep 9, 2002	$5.16M	1.790%	Above Average	$1,000	−$896,681.88
ELCRX	Eaton Vance Growth Fund Class R	Retirement, Medium	Open			Aug 3, 2009	$7.68M	1.290%	Above Average	$1,000	$264,484.69

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