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.
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX
NAV / 1-Day Return
38.06
/
1.50
%
Total Assets
1.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Below Average
Longest Manager Tenure
13.91
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.16%
Turnover
6%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A diminished investment team and indexlike portfolio.
