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 $585.3M in net assets. EAEAX expense ratio is 1.20%, holding 311 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2002-03-04.
EAEAX performance shows a YTD return of 11.76%. The 1-year return is 16.88% and the 5-year return is 8.58%. EAEAX dividend yield stands at 3.82%, paid annually.
EAEAX top holdings include Eaton Vance Global Equity Income Fund (9.5%), Nvidia Corp (4.8%), Amazon.Com Inc (4.5%), Apple, Inc (4.3%), Alphabet Inc,class A (3.5%). 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.