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.
Will EXTGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EXTGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EXTGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EXTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.