EACPX : Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A

EACPX is a US Stocks Market Large Growth with HIGH fees.

EACPX

Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A

FI Score

24 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

24% FI Score
  • eacpx
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A

Expenses: 1.34% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to achieve long-term, after-tax returns for its shareholders through investing in a diversified portfolio of equity securities. The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies.

Largest Holdings

Amount Holding
9.54% Amazon.com Inc
7.02% Microsoft Corp
5.05% Apple Inc
4.43% Visa Inc Class A
4.34% Facebook Inc A
4.06% Adobe Inc
3.59% Alphabet Inc Class C
3.58% Alphabet Inc A
3.20% Salesforce.com Inc
2.25% Vertex Pharmaceuticals Inc
2.09% UnitedHealth Group Inc
2.00% Monolithic Power Systems Inc
1.98% Zoetis Inc Class A
1.82% Lululemon Athletica Inc
1.81% GoDaddy Inc A
1.70% AMETEK Inc
1.49% PayPal Holdings Inc
1.44% Okta Inc A
1.42% Accenture PLC Class A
1.39% Stryker Corp
1.33% Texas Instruments Inc
1.20% United Rentals Inc
1.19% The Home Depot Inc
1.19% Eli Lilly and Co
1.17% Charles Schwab Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo