EITVX Mutual Fund

EITVX Mutual Fund

NAV$52.90
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Fund Essentials - as of Apr 30, 2026

Net Assets
$385M
Expense Ratio
0.90%
Dividend Yield (Current)
3.68%
Holdings
1
Inception Date
Nov 30, 2007
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+20.47%
1 Year+30.83%
3 Year+17.04%
5 Year+10.93%
10 Year+12.10%

Asset Allocation

Other: 100.00%
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Top Holdings

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TickerNameWeight
EATVXTax-managed Value Portfolio100.05%
Top 10 Concentration: 100.05%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.68%
Frequency
Annually
Latest Distribution
$1.85
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EITVX Mutual Fund Overview

EITVX Mutual Fund (Eaton Vance Tax-Managed Value Fund Class I) is managed by Eaton Vance with $385.2M in net assets. EITVX expense ratio is 0.90%, holding 1 positions across various sectors. Inception date: 2007-11-30.

EITVX performance shows a YTD return of 20.47%. The 1-year return is 30.83% and the 5-year return is 10.93%. EITVX dividend yield stands at 3.68%, paid annually.

EITVX top holdings include Tax-managed Value Portfolio (100.0%). Go to all EITVX holdings, EITVX sectors, or EITVX dividends.

EITVX can be compared against other funds. Use EITVX overlap to find shared positions, or EITVX vs another fund for a side-by-side view. EITVX alternatives are available via the screener, along with tax-loss harvesting opportunities.