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Morningstar

Eaton Vance Tx-Mgd Growth 1.2 A EXTGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 35.48  /  0.25 %
  • Total Assets 994.9 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.47%
  • Turnover 1%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis EXTGX

Will EXTGX outperform in future?

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

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of EXTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite low tax costs, most investors can do better.

Analyst

Summary

| by Drew Carter

Eaton Vance Tax-Managed Growth 1.2‘s tax benefits don’t compensate for an approach that produces indexlike results. Two share classes receive a Morningstar Analyst Rating of Neutral; the pricier C shares are rated Negative.

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