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Morningstar

Eaton Vance Tx-Mgd Growth 1.0 CAPEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 1,752.15  /  1.08 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Closed
  • TTM Yield 0.97%
  • Turnover 4%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CAPEX

Will CAPEX 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 CAPEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAPEX 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 CAPEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Eaton Vance Tx-Mgd Growth 1.0 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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