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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.78%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 5

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

Risk Statistics

3 Years 5 Years 10 Years
EZTGXCategory AverageEZTGXCategory AverageEZTGXCategory Average
Alpha -0.51 -0.01 -1.01 -0.01 -1.5 -0.01
BETA 1 0.01 1.01 0.01 1.02 0.01
Mean Annual Return 0.81 0.01 1.48 0.01 0.98 0.01
R-squared 98.98 0.94 98.72 0.95 98.78 0.95
Standard Deviation 17.42 0.17 17.26 0.19 15.78 0.15
Sharpe Ratio 0.3 0 0.87 0.01 0.62 0.01
Treynor Ratio 3.88 0.03 14.61 0.1 8.87 0.1

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