Eaton Vance Tx-Mgd Value A (eatvx)
Last Updated by WikiWealth | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Eaton Vance Tx-Mgd Value A (EATVX) Description: EATVX is a mutual fund, which is an investment that owns a basket of assets. The EATVX mutual fund was provided by Eaton Vance and this investment vehicle derives the majority of its value from equity holdings (stocks). Eaton Vances mutual fund has a long management tenure and is in the large fund size classification. EATVXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EATVXs expense ratio is roughly 1%. The latest EATVXs front end load was 6% and the back end load was 0%. The Eaton Vance Tx-Mgd Value A (EATVX) mutual fund falls under the large-cap value category. EATVX focuses its investments in USA and EATVX is not affiliated with a particular industry or fund sector. The Eaton Vance Tx-Mgd Value A (EATVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EATVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EATVXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks to realize a high level of dividend income consistent with prudent investment management. Capital appreciation is a secondary objective. The fund generally invests 80% of net assets in equity securities (see equity research) of companies that have a record of paying dividends, which include common and preferred stock, rights or warrants to purchase common or preferred stock, securities convertible into common stock and preferred stock such as bonds or debentures, American Depository Receipts (ADRs), and other securities with equity characteristics.
Post preview:
Close preview