EITMX : Eaton Vance Tax-Managed Growth 1.1 Fund Class I

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

EITMX

Eaton Vance Tax-Managed Growth 1.1 Fund Class I

FI Score

68 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

68% FI Score
  • eitmx
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance Tax-Managed Growth 1.1 Fund Class I

Expenses: 0.53% (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 for shareholders through investing in a diversified portfolio of equity securities. The fund invests primarily in common stocks of growth companies that are considered by the investment adviser to be high in quality and attractive in their long-term investment prospects. It seeks to invest primarily in established companies with characteristics of above average growth, predictability and stability.

Largest Holdings

Amount Holding
4.93% Amazon.com Inc
3.89% Apple Inc
3.58% Microsoft Corp
3.48% Facebook Inc A
2.64% Alphabet Inc Class C
2.18% Intel Corp
2.08% Alphabet Inc A
1.91% JPMorgan Chase & Co
1.90% Johnson & Johnson
1.69% Eli Lilly and Co
1.60% Berkshire Hathaway Inc Class B
1.60% The Walt Disney Co
1.58% Qualcomm Inc
1.52% Starbucks Corp
1.37% Costco Wholesale Corp
1.36% PepsiCo Inc
1.24% Procter & Gamble Co
1.23% Nike Inc B
0.93% Visa Inc Class A
0.92% Merck & Co Inc
0.88% Abbott Laboratories
0.86% Illinois Tool Works Inc
0.86% Amgen Inc
0.85% Arista Networks Inc
0.85% Colgate-Palmolive Co

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