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Nasdaq - Delayed Quote USD
Eaton Vance Tx-Mgd Growth 1.2 C (EZTGX)
43.38
-2.69
(-5.84%)
At close: 8:03:47 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -13.45% |
| 5y Average Return | 16.15% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 4, 2025) | 30.78% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 30.78% |
| Worst 3Y Total Return | 6.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
EZTGX
Category
- YTD
- -4.17%
- 5.31%
- 1-Month
- -6.61%
- -4.19%
- 3-Month
- -4.17%
- 3.90%
- 1-Year
- 7.20%
- 20.31%
- 3-Year
- 8.50%
- 6.48%
- 5-Year
- 17.60%
- 11.78%
- 10-Year
- 11.01%
- 10.96%
- Last Bull Market
- 19.59%
- 25.56%
- Last Bear Market
- -17.44%
- -15.11%
Annual Total Return (%) History
Year
EZTGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.17% | -- | -- | -- |
| 2024 | 10.86% | 5.08% | 4.11% | 2.26% |
| 2023 | 8.00% | 8.62% | -2.67% | 11.33% |
| 2022 | -6.36% | -17.44% | -4.19% | 6.90% |
| 2021 | 4.98% | 8.79% | -0.66% | 8.91% |
| 2020 | -19.90% | 21.99% | 9.31% | 14.17% |
| 2019 | 13.57% | 2.92% | 0.85% | 8.77% |
| 2018 | -0.76% | 2.78% | 7.29% | -14.24% |
| 2017 | 5.56% | 2.76% | 4.13% | 7.33% |
| 2016 | -0.93% | 1.29% | 3.70% | 3.51% |
| 2015 | 0.88% | 0.17% | -6.43% | 7.06% |
| 2014 | 0.98% | 4.45% | 1.54% | 3.93% |
| 2013 | 9.59% | 2.40% | 5.52% | 10.44% |
| 2012 | 12.51% | -3.51% | 5.50% | -0.48% |
| 2011 | 4.20% | 0.09% | -14.01% | 10.94% |
| 2010 | 5.41% | -13.39% | 11.51% | 9.31% |
| 2009 | -11.70% | 13.83% | 14.83% | 5.48% |
| 2008 | -8.71% | -4.17% | -6.19% | -19.15% |
| 2007 | -0.17% | 5.59% | 1.49% | -3.37% |
| 2006 | 4.11% | -1.69% | 4.20% | 5.32% |
| 2005 | -2.32% | 0.21% | 3.30% | 2.20% |
| 2004 | 1.75% | 0.97% | -2.34% | 7.84% |
| 2003 | -4.95% | 13.08% | 1.99% | 11.59% |
| 2002 | 0.53% | -11.85% | -15.37% | 6.10% |
| 2001 | 4.93% | -13.78% | 11.24% | -- |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 88 |
| 3-Month | 44 |
| 1-Year | 38 |
| 3-Year | 41 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 6.20% |
| 3-Year | 8.50% |
| 5-Year | 17.60% |
| 10-Year | 11.01% |
Performance & Risk
| YTD Return | -13.45% |
| 5y Average Return | 16.15% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Eaton Vance |
| Net Assets | 1.56B |
| YTD Return | -4.17% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 28, 2001 |
Fund Summary
The fund invests primarily in common stocks of growth companies that are considered by the investment adviser to be high in quality and attractive in their long-term investment prospects. It seeks to invest primarily in established companies with characteristics of above average growth, predictability and stability. Although it invests primarily in domestic securities, the fund may invest up to 25% of assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries.
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