EAEAX Mutual Fund
EAEAX Mutual Fund
Eaton Vance Tax Managed Equity Asset Allocation Fund Class A
EAEAX Mutual Fund Overview
EAEAX Mutual Fund (Eaton Vance Tax Managed Equity Asset Allocation Fund Class A) is managed by Eaton Vance with $581.8M in net assets. EAEAX expense ratio is 1.20%, holding 69 positions across sectors including Unknown, Financials, Other. Inception date: 2002-03-04.
EAEAX performance shows a YTD return of 10.34%. The 1-year return is 18.04% and the 5-year return is 9.05%. EAEAX dividend yield stands at 3.91%, paid annually.
EAEAX top holdings include Tax-managed Growth Portfolio (35.2%), Tax-managed Value Portfolio (27.6%), Tax Managed Multi Cap Growth Portfolio (15.9%), Eaton Vance Global Equity Income Fund (9.1%), Tax-Managed Small-Cap Portfolio (8.2%). View all EAEAX holdings, sector breakdown, or dividend history.
EAEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EAEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.