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Morningstar

Eaton Vance Tx-Mgd Growth 1.1 A ETTGX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 79.83  /  0.68 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.61%
  • Turnover 1%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis ETTGX

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

People Pillar

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

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

Despite low tax costs, most investors can do better.

Analyst

Summary

| by Drew Carter

Eaton Vance Tax-Managed Growth 1.1‘s tax benefits don’t compensate for an approach that produces indexlike results. Two share classes receive Morningstar Analyst Ratings of Neutral; the pricier C share class is rated Negative.

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