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Morningstar

Eaton Vance Focused Growth Opps I EIFGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.16  /  0.29 %
  • Total Assets 120.5 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.760%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

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

Morningstar’s Analysis EIFGX

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

People Pillar

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

Summary

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Eaton Vance Focused Growth Opps I’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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