EXTGX Rating, Research - Eaton Vance Tx-Mgd Growth 1.2 A

Eaton Vance Tx-Mgd Growth 1.2 A (extgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 103

Threats + Weaknesses = 77

When strengths & opportunities substantially exceed threats & weaknesses an investment in the extgx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Tx-Mgd Growth 1.2 A (EXTGX) Description: EXTGX is a mutual fund, which is an investment that owns a basket of assets. The EXTGX 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 average fund size classification. EXTGXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EXTGXs expense ratio is roughly 1%. The latest EXTGXs front end load was 6% and the back end load was 0%. The Eaton Vance Tx-Mgd Growth 1.2 A (EXTGX) mutual fund falls under the large-cap mixed category. EXTGX focuses its investments in USA and EXTGX is not affiliated with a particular industry or fund sector. The Eaton Vance Tx-Mgd Growth 1.2 A (EXTGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EXTGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EXTGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital. The fund invests primarily in equity securities (see equity research). The advisor seeks to construct a portfolio of issuers that have high or improving return on invested capital (ROIC), quality management, a strong competitive position and which are trading at compelling valuations. The fund may invest up to 25% of total assets in foreign securities.

Management Analysis Update

Performance Analysis Update