2 / 5 Stars
2 3 4 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#213 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.10 percent over the past year, 11.69 percent over the past three years, 18.37 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||7.2%|
The investment seeks total return. The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. It normally invests at least 80% of its net assets in large-cap companies (the "80% Policy"). The fund may invest up to 25% of its total assets in foreign securities, some of which may be located in emerging market countries. It may also lend its securities.
Fees are Average compared to funds in the same category.
Eaton Vance Large Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.