About EITGX
Eaton Vance Tax-Managed Growth Fund 1.2 Institutional Class is a diversified mutual fund focused on U.S. equities, targeting long-term, after-tax returns. Structured primarily as a large blend fund, it emphasizes blue chip, core equity holdings, investing in growth companies considered high in quality and with strong long-term prospects. The portfolio is weighted toward some of the most prominent names in corporate America, with top holdings including Apple, Microsoft, NVIDIA, Amazon.com, Meta Platforms, and Alphabet. This approach provides broad industry exposure while concentrating assets in leaders from technology, communication services, and financial sectors.
The fund’s distinguishing characteristic is its tax-managed strategy, integrating tax efficiency into investment decisions to help minimize taxable distributions to shareholders. With a disciplined approach centered on fundamental research, risk management, and tax sensitivity, Eaton Vance leverages over four decades of experience in after-tax equity investing. This fund plays a unique role for institutions and investors seeking diversified U.S. equity exposure with attention to the impact of taxes on realized returns, fitting within portfolios focused on efficient wealth accumulation over time.
Fund Family Eaton Vance
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol EITGX
Share Class Class I
Index S&P 500 TR
EITGX had a total return of 14.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.76%.
