EAEAX Mutual Fund
EAEAX Mutual Fund
EAEAX Mutual Fund
Eaton Vance Tax Managed Equity Asset Allocation Fund Class A
EAEAX Mutual Fund Overview
EAEAX Mutual Fund (Eaton Vance Tax Managed Equity Asset Allocation Fund Class A) is managed by Eaton Vance with $581.8M in net assets. EAEAX expense ratio is 1.20%, holding 69 positions across sectors including Financials, Utilities, Energy. Inception date: 2002-03-04.
EAEAX performance shows a YTD return of 10.34%. The 1-year return is 17.74% and the 5-year return is 8.87%. EAEAX dividend yield stands at 3.87%, paid annually.
EAEAX top holdings include Tax-managed Growth Portfolio (35.2%), Tax-managed Value Portfolio (27.6%), Tax Managed Multi Cap Growth Portfolio (15.9%), Eaton Vance Global Equity Income Fund (9.1%), Tax-Managed Small-Cap Portfolio (8.2%). Go to all EAEAX holdings, EAEAX sectors, or EAEAX dividends.
EAEAX can be compared against other funds. Use EAEAX overlap to find shared positions, or EAEAX vs another fund for a side-by-side view. EAEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.