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Eaton Vance Tx-Mgd Growth 1.1 A ETTGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
88.30  /  0.90 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Low
Longest Manager Tenure
13.56 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000
Status
Limited
TTM Yield
0.51%
Turnover
6%

USD | NAV as of Sep 22, 2021 | 1-Day Return as of Sep 22, 2021, 9:44 PM GMT+00:00

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Morningstar’s Analysis

Will ETTGX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETTGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the ETTGX 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

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The Parent Pillar is our rating of ETTGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A diminished investment team and indexlike portfolio.

Associate Director

Summary

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Eaton Vance Tax-Managed Growth 1.1‘s broad diversification, marginal differentiation from the S&P 500, and implicitly hands-off investment approach blunt the impact of recent departures from its investment team, which is much smaller than it was five years ago. Two of its three share classes receive a Morningstar Analyst Rating of Neutral while the priciest C-shares are Negative.

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