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Eaton Vance Tx-Mgd Growth 1.0 CAPEX

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%

Morningstar’s Analysis CAPEX

Will CAPEX outperform in future?

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

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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