2 / 5 Stars
2 2 3 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#150 in Small Growth
U.S. News evaluated 215 Small 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 22.57 percent over the past year, 9.63 percent over the past three years, 21.81 percent over the past five years, and 9.19 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.6%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||9.2%|
The investment seeks to achieve long-term, after-tax returns for its shareholders. The fund invests primarily in a diversified portfolio of publicly-traded common stocks of small-cap companies that, in the opinion of the investment adviser, are expected to achieve earnings growth over the long term that exceeds the average of all publicly-traded companies in the United States. It may also invest in larger companies. Although it invests primarily in domestic companies, the fund may invest up to 25% of its total assets in foreign securities located in developed or emerging market countries.
Fees are Above Average compared to funds in the same category.
Eaton Vance Tax-Managed Small-Cap Fund has an expense ratio of 1.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.