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EAEAX Eaton Vance Tax-Managed Eq Aset Allc A

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Fund EAEAX Eaton Vance Tax-Managed Eq Aset Allc A
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Annual Fees
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.28% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 7.57%
3 YR 5.18%
5 YR 11.59%
10 YR 5.30%
The investment seeks long-term, after-tax returns for its shareholders by investing in a combination of diversified tax-managed equity portfolios advised by Eaton Vance or its affiliates. The fund normally invests at least 65% of its total assets in tax-managed portfolios sponsored by the Eaton Vance organization ("Tax-Managed Portfolios") that primarily invest in common stocks of U.S. companies. The fund may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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