Eaton Vance

  • Eaton Vance Tax-Managed Multi-Cap Growth Fund

Eaton Vance Tax-Managed Multi-Cap Growth Fund

Rank

Rank Universe

Summary

The fund seeks to deliver positive after-tax return on capital through investing in U.S. companies across all market capitalizations.

The fund looks to invest in companies with established market presence and generating attractive returns on capital. Then the research team narrows the focus on companies with long term-growth prospects and are trading at a reasonable price in the estimate of the fund managers.

The fund gener More

Price

  • Last Close
  • $ 35.43 ( -0.55 )
    Sep 23, 2022
  • Net Assets
  • $102.5 M
    Jun 30, 2022
  • 52-Week High/Low
  • $51.15 - $34.79

  • Expense Ratio
  • 2.09%
  • Holding

  • 51
    Sep 30, 2022
  • Turnover

  • 18%

Sector Allocation

Sep 30, 2022

Top 10 Holdings +

Sep 30, 2022

Company Name

  • Apple Inc
  • Microsoft Co
  • Amazon.com I
  • UnitedHealth
  • Visa Inc
  • Alphabet Inc
  • Alphabet Inc
  • Accenture PL
  • Vertex Pharm
  • Meta Platfor

Holding

  • 10.88%
  • 10.13%
  • 8.44%
  • 4.61%
  • 4.37%
  • 4.19%
  • 4.14%
  • 2.76%
  • 2.57%
  • 2.42%

Documents

Prospectus

Annual Reports

2021

Website

Link

Performance

YTD

-

3 Year

10.07%

5 Year

34.97%

Best

51.04%

2009

Worst

-49.08%

2008

Alpha

EACPX Russell 3000

Chart +