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Eaton Vance Tx-Mgd Growth 1.2 A EXTGX

Analyst rating as of
NAV / 1-Day Return
38.06  /  1.50 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Below Average
Longest Manager Tenure
13.91 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.16%
Turnover
6%
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Morningstar’s Analysis

Will EXTGX 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 1.2‘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.

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