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Eaton Vance Tax-Managed Eq Aset Allc A EAEAX

Quantitative rating as of
  • NAV / 1-Day Return 27.12  /  0.93 %
  • Total Assets 562.9 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.56%
  • Turnover 5%

Morningstar’s Analysis EAEAX

Will EAEAX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Eaton Vance Tax-Managed Eq Aset Allc A's Morningstar Quantitative Rating of Bronze. 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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