Nasdaq - Delayed Quote USD
Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX)
57.31
+2.31
+(4.20%)
At close: 8:04:13 PM EDT
Fund Summary
The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.77% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -6.29% |
| 5y Average Return | 12.19% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EACPX | Category Average | EACPX | Category Average | EACPX | Category Average | |
| Alpha | -1.29 | 0.03 | -3.84 | 0.04 | -1.39 | 0.01 |
| BETA | 1.08 | 0.01 | 1.11 | 0.01 | 1.09 | 0.01 |
| Mean Annual Return | 1.02 | 0.02 | 1.12 | 0.02 | 1.04 | 0.01 |
| R-squared | 90.53 | 0.89 | 90.3 | 0.87 | 89.64 | 0.87 |
| Standard Deviation | 18.55 | 0.2 | 18.87 | 0.16 | 17.72 | 0.15 |
| Sharpe Ratio | 0.41 | 0.01 | 0.56 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 5.89 | 0.21 | 8.56 | 0.21 | 8.66 | 0.15 |
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