Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) Research
This fund primarily invests in a diverse array of tax-advantaged portfolios, which are sponsored by Eaton Vance Management and its associated entities. These underlying portfolios are mandated to invest at least 80% of their net assets in equity holdings. Furthermore, the fund has the discretion to commit up to 25% of its total assets to such tax-managed portfolios that focus on small or developing companies, and it may also allocate as much as 35% of its total assets to those portfolios primarily investing in international securities.
Market snapshot
- Symbol
- EAEAX
- Price
- $42.27
- Day change
- +1.22%
- Market cap
- $934.7M
- 52-week range
- 36.07-42.42
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Small Cap Focus Fund (AGOZX)
- Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
- BNY Mellon Smallcap Stock Index Fund (DISIX)
- Eaton Vance Enhanced Equity Income Fund (EOI)
- Fidelity Japan Fund (FJPNX)
- Goldman Sachs Small Cap Value Insights Fund (GSITX)
- BlackRock MuniYield Quality Fund, Inc. (MQY)
- Empower Aggressive Profile Fund (MXAPX)
Open Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.