Eaton Vance Tax-Managed Growth 1.2's management team is getting reorganized. Effective July 1, 2021, Lew Piantedosi and Mike Allison will step off, with Piantedosi focusing on the firm's U.S. growth strategies and Allison ramping down responsibilities ahead of an expected year-end 2021 retirement. Ken Zinner, a 22-year industry veteran and current analyst on the team, will join the management ranks of this strategy and other tax-managed mandates alongside Yana Barton, who has been a named manager here since March 2008.
Eaton Vance Tx-Mgd Growth 1.2 C EZTGX
NAV / 1-Day Return
37.09
/
0.03
%
Total Assets
1.1 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.
1.670%
Expense Ratio
1.670%
Fee Level
Below Average
Longest Manager Tenure
15.15
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
6%
Premium
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 EZTGX 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 EZTGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EZTGX 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 EZTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Management Changes at Eaton Vance Tax-Managed Growth 1.2; Ratings Unchanged
