Eaton Vance Tax-Managed Small-Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
3 3 4 2 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 229 Small Blend 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 26.25 percent over the past year, 15.14 percent over the past three years, 18.85 percent over the past five years, and 9.36 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.8%
1 Year 26.2%
3 Years (Annualized) 15.1%
5 Years (Annualized) 18.9%
10 Years (Annualized) 9.4%

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Summary

The investment seeks long-term, after-tax returns for its shareholders by investing in a diversified portfolio of value stocks of small-cap companies. The fund normally invests primarily in value stocks of small-cap companies. It normally will invest at least 80% of its net assets in small-cap companies (the "80% Policy"). Although it invests primarily in domestic securities, the fund may invest up to 25% of its total assets in foreign securities located in developed or emerging market countries.

Fees

Fees are Above Average compared to funds in the same category.
Eaton Vance Tax-Managed Small-Cap Value Fund has an expense ratio of 1.45 percent.

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Risk

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

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