About EALCX
Eaton Vance Growth Fund Class A is an actively managed mutual fund focused on capital appreciation through investments in large-cap U.S. growth stocks. With a disciplined, long-term approach, the fund targets companies exhibiting robust franchise strength, above-average growth prospects, and solid financial stability. The portfolio utilizes a bottom-up investment process grounded in fundamental research and risk management, balancing growth opportunities with valuation awareness to mitigate volatility. This growth-at-a-reasonable-price philosophy is designed to capture long-term appreciation potential while managing downside risk associated with growth investing.
The fund’s holdings are diversified across major sectors, but it maintains a significant allocation to technology and consumer sectors, with top positions in companies such as NVIDIA, Microsoft, Amazon, and Apple. Managed by Eaton Vance, now part of Morgan Stanley Investment Management, the fund aims to serve as a core equity holding for investors seeking exposure to leading U.S. growth-oriented businesses. Launched in 2002, Eaton Vance Growth Fund Class A periodically distributes gains and is benchmarked against the Russell 1000 Growth Index, reflecting its focus on established yet rapidly expanding American companies.
Fund Family Eaton Vance
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EALCX
Share Class Class A
Index Russell 1000 Growth TR
EALCX had a total return of 7.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.94%.
