Eaton Vance Special Equities Fund

Scorecard
2 / 5 Stars
Lipper
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Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.50 percent over the past year, 9.49 percent over the past three years, 21.77 percent over the past five years, and 8.03 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.1%
1 Year 25.5%
3 Years (Annualized) 9.5%
5 Years (Annualized) 21.8%
10 Years (Annualized) 8.0%

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Summary

The investment seeks to provide growth of capital. The fund invests primarily in common stocks of emerging growth companies. It normally invests at least 80% of its net assets in equity securities (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.

Fees

Fees are Low compared to funds in the same category.
Eaton Vance Special Equities Fund has an expense ratio of 1.06 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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