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Eaton Vance Special Equities A

EVSEX
19.90
-0.20
-1.00%
4/29/2016
5 Years
  • Previous Close

    20.10

  • Net Assets

    31.15M

  • Yield

    0.00%

  • Front load

    5.75

  • Expenses

    1.32%

  • Category

    Mid-Cap Growth

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Eaton Vance

Fund Style

Open

Fund Manager

Michael McLean

Investment Style

Small Growth

The investment seeks to provide growth of capital. The fund invests primarily in common stocks of emerging growth companies. It normally invests at least 80% of its net assets in equity securities (the "80% Policy"). The fund may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries. As an alternative to holding foreign stocks directly, the fund may invest in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market. It may also invest in publicly traded real estate investment trusts.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

4/22/1968

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