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Eaton Vance Tax-managed Equity Asset Allocation Fund Class B (EBEAX)

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Eaton Vance Tax-Managed Equity Asset Allocation Fu historical data, for real-time data please try another search
20.620 -0.040    -0.19%
14/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 277.06K
Eaton Vance Tax-Managed Equity Asset Allocation Fu 20.620 -0.040 -0.19%

EBEAX Overview

 
Find basic information about the Eaton Vance Tax-managed Equity Asset Allocation Fund Class B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add EBEAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close20.66
Risk Rating
TTM Yield0%
ROE23.57%
IssuerN/A
Turnover3%
ROA8.57%
Inception DateMar 04, 2002
Total Assets277.06K
Expenses2.09%
Min. Investment1,000
Market Cap57.24B
CategoryAllocation - - 85%+ Equity
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Eaton Vance Tax-managed Equity Asset Allocation Fund Class B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1164 1056 1003 1320 1379 2507
Fund Return 16.45% 5.57% 0.26% 9.7% 6.64% 9.63%
Place in category 23 11 42 27 24 41
% in Category 11 7 19 14 15 38

Top Equity Funds by Eaton Vance

  Name Rating Total Assets YTD% 3Y% 10Y%
  Eaton Vance Atlanta Capital SMID I 7.42B -1.42 11.48 10.88
  Eaton Vance Atlanta Capital SMID R6 5.64B -1.38 11.56 10.97
  Eaton Vance National Municipal IncI 3.09B -1.96 2.64 2.67
  Eaton Vance Tx-Mgd Growth 1.1 A 2.35B 7.07 20.92 13.19
  Eaton Vance Glbl Macro Cptl Opps I 1.93B 17.11 18.38 7.92

Top Funds for Allocation--85%+ Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Portfolio A 13.95B 10.12 20.20 11.01
  JHVIT Strategic Equity Allocation T 7.01B 9.64 17.05 10.25
  Franklin Mutual Shares Z 4.02B 6.14 12.75 6.60
  American Funds Growth Portfolio 52A 3.29B 10.15 20.16 10.97
  Franklin Mutual Shares A 2.67B 6.00 12.49 6.33

Top Holdings

Name ISIN Weight % Last Change %
Amazon.com Inc - 2.37 - -
JPMorgan Chase & Co - 2.06 - -
Apple Inc - 1.85 - -
Facebook Inc A - 1.68 - -
Alphabet Inc Class C - 1.47 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Strong Buy
Technical Indicators BUY BUY BUY
Summary Buy Strong Buy Strong Buy
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