NasdaqGM - Delayed Quote USD

Eaton Vance Tax-Managed Equity Asset Allocation Fund (ECEAX)

30.45
-1.51
(-4.72%)
As of 8:08:45 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Morgan Stanley
  • Investment Centers Of America, Inc.
  • Next Financial Group Inc
  • National Planning Corporation
  • UBS Financial Services Inc
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • UBS
  • Scottrade Load
  • JPMorgan
  • Merrill Lynch
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • Reliance Trust Company
  • (Junk)CommonWealth PPS
  • Placemark Investments, Inc.
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • WFA MF Advisory Updated 3.3.25
  • DailyAccess Corporation RTC
  • Ameritas NTFN
  • Morgan Stanley Consulting Group Advisor
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • SII Investments
  • Benefit Trust
  • Securities America Advisors
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Institutional NTF
  • Cambridge Investment Research
  • Boston Financial Data Services
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 3.3.25
  • Invest Financial Advisory Services
  • Matrix Financial Advisors LLC
  • SEI Investments
  • Securities America Inc.
  • LPL Financial LLC
  • Santander
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • AON Hewitt Ltd
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Kercheville & Company
  • PR Herzig
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - December 2022
  • Avantax
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests primarily in diversified tax-managed portfolios sponsored by Eaton Vance Management and its affiliates ("Tax-Managed Portfolios") that invest at least 80% of their net assets in equity securities. It may invest up to 25% of its total assets in Tax-Managed Portfolios that primarily invest in small or emerging companies and up to 35% of its total assets in Tax-Managed Portfolios that primarily invest in foreign securities.

Fund Overview

Category Allocation--85%+ Equity
Fund Family Eaton Vance
Net Assets 796.77M
YTD Return -3.56%
Yield 0.00%
Morningstar Rating
Inception Date Mar 04, 2002

Performance & Risk

YTD Return -2.65%
5y Average Return 14.98%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

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