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Eaton Vance Tx-Mgd Growth 1.2 C (EZTGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.31+0.17 (+0.35%)
At close: 08:01PM EDT

Eaton Vance Tx-Mgd Growth 1.2 C

Boston, MA 02110

Two International Place

Eaton Vance Management

Management information
Kenneth D Zinner,Lead manager since 30 June 2021
Kenneth D. Zinner, Vice President of Eaton Vance and BMR, has managed the Portfolio since July, 2021. Mr. Zinner became co-portfolio manager of the Portfolio on July 1, 2021. Mr. Zinner is also an equity analyst and Vice President of Eaton Vance and BMR and has been with Eaton Vance for more than five years.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyEaton Vance
Net assets1.38B
YTD return16.50%
Yield0.00%
Morningstar rating★★★
Inception date27 Feb 2001

Fund operations

Last dividend0.00
Last cap gain34.00
Holdings turnover7.00%
Average for categoryN/A

Fees and expenses

ExpenseEZTGXCategory average
Annual report expense ratio (net)1.64%0.78%
Prospectus net expense ratio1.64%N/A
Prospectus gross expense ratio1.64%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A