About EITMX
Eaton Vance Tax-Managed Growth Fund 1.1 Class I is a diversified mutual fund focused on generating long-term, after-tax returns by investing primarily in blue-chip, large-cap growth equities. Managed with an emphasis on tax efficiency, the fund seeks to minimize taxable distributions by employing strategies such as low portfolio turnover and selective realization of capital gains. Its holdings are concentrated in established companies with attributes of above-average growth, stability, and predictability, predominantly within the U.S. market but with the flexibility to invest up to 25% in foreign securities. The portfolio is broadly diversified across sectors, with significant representation in information technology, financials, communication services, and health care. Key holdings include leading corporations like Apple, Microsoft, NVIDIA, and Amazon. Aimed at institutional investors, Class I shares require a substantial initial investment and feature a competitive expense ratio. By blending fundamental research with a tax-managed approach, the fund plays a distinctive role for investors seeking equity market exposure while actively managing the tax impact of their investment returns.
Fund Family Eaton Vance
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EITMX
Index S&P 500 TR
EITMX had a total return of 10.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.04%.
