Morningstar

Eaton Vance Growth Fund Class R ELCRX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $39.15  /  +1.19 %
  • Fund Size $433.4M
  • Adjusted Expense Ratio 1.290%
  • Net Expense Ratio 1.290%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis ELCRX

Will ELCRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ELCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ELCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ELCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Growth R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ELCRX

More ELCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.13 61M
Technology

Apple Inc

7.80 33M
Technology

Broadcom Inc

6.91 30M
Technology

Microsoft Corp

6.81 29M
Technology

Alphabet Inc Class A

5.40 23M
Communication Services

Amazon.com Inc

3.90 17M
Consumer Cyclical

Eli Lilly and Co

3.71 16M
Healthcare

Meta Platforms Inc Class A

3.65 16M
Communication Services

Lam Research Corp

2.56 11M
Technology

Arista Networks Inc

2.47 11M
Technology

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