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Morningstar

Eaton Vance Tax-Managed Multi-Cap Gr A EACPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 37.64  /  0.42 %
  • Total Assets 98.1 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 0

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis EACPX

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

People Pillar

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

Summary

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Eaton Vance Tax-Managed Multi-Cap Gr A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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