About EACPX
Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A is a U.S.-focused mutual fund designed with an emphasis on maximizing after-tax returns for its shareholders. This fund primarily invests in a diversified portfolio of growth-oriented stocks across large, mid, and small-cap companies, targeting firms expected to grow faster than the overall U.S. economy. With a "multi-cap" approach, the fund is flexible in seeking opportunities throughout the market capitalization spectrum, allowing it to adapt to shifting market conditions and growth prospects.
The fund is managed by an experienced team that employs a bottom-up investment strategy, focusing on the individual merits and fundamental potential of prospective holdings. A key feature is its commitment to tax management; the fund actively seeks to minimize taxable distributions, which can be especially beneficial for tax-sensitive investors. The portfolio is notably concentrated in leading technology and consumer companies, including established names such as Microsoft, Apple, Amazon, and NVIDIA, while also maintaining exposure to sectors like healthcare, financials, and consumer discretionary.
By leveraging rigorous research and tax efficiency techniques, Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A plays a distinct role for investors seeking growth and tax-conscious portfolio management within the U.S. equity market.
Fund Family Eaton Vance
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EACPX
Share Class Class A
Index Russell 3000 Growth TR
EACPX had a total return of -1.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.50%.
