EXTGX : Eaton Vance Tax-Managed Growth 1.2 Fund Class A

EXTGX is a US Stocks Market Large Growth with MODERATE fees.

EXTGX

Eaton Vance Tax-Managed Growth 1.2 Fund Class A

FI Score

47 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

47% FI Score
  • extgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance Tax-Managed Growth 1.2 Fund Class A

Expenses: 0.93% (Better than 1% 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 shareholders. 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. Although it invests primarily in domestic securities, the fund may invest up to 25% of assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries.

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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