CAPEX : Eaton Vance Tax-Managed Growth 1.0 Fund

CAPEX is a US Stocks Market Large Growth with LOW fees.

CAPEX

Eaton Vance Tax-Managed Growth 1.0 Fund

FI Score

67 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

67% FI Score
  • capex
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance Tax-Managed Growth 1.0 Fund

Expenses: 0.47% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term, after tax returns. The fund may invest up to 65% of assets in common stocks, which are acquired with the expectation of being held for the long-term. It may not invest more than 25% of assets in any one industry. The fund may invest up to 25% of assets in foreign securities, but no more than 15% in illiquid securities.

Largest Holdings

Amount Holding
4.37% Amazon.com Inc
3.87% Apple Inc
3.61% Microsoft Corp
3.19% Facebook Inc A
2.56% Alphabet Inc Class C
2.22% Intel Corp
2.02% Alphabet Inc A
2.02% JPMorgan Chase & Co
1.87% Johnson & Johnson
1.76% Berkshire Hathaway Inc Class B
1.71% Eli Lilly and Co
1.61% The Walt Disney Co
1.53% Qualcomm Inc
1.47% Starbucks Corp
1.45% Costco Wholesale Corp
1.39% PepsiCo Inc
1.31% Nike Inc B
1.31% Procter & Gamble Co
1.01% Merck & Co Inc
0.95% Visa Inc Class A
0.90% Colgate-Palmolive Co
0.89% Arista Networks Inc
0.87% Coca-Cola Co
0.85% Abbott Laboratories
0.85% Illinois Tool Works Inc

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