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.
- NAV / 1-Day Return 27.12 / 0.93 %
- Total Assets 562.9 Mil
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Adj. Expense Ratio
- 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?
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