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Eaton Vance Tax-managed Growth 1.1 Fund Class I (EITMX)

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112.670 +0.110    +0.10%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 420.64M
Type:  Fund
Market:  United States
Asset Class:  Equity
Eaton Vance Tax-Managed Growth 1.1 Fund Class I 112.670 +0.110 +0.10%

EITMX Overview

 
On this page you'll find an in-depth profile of Eaton Vance Tax-managed Growth 1.1 Fund Class I. Learn about the key management, total assets, investment strategy and contact information of EITMX among other information.
Category

Large Blend

Total Assets

420.64M

Expenses

0.47%

Inception Date

Jul 02, 1999

Investment Strategy

The investment seeks to achieve long-term, after-tax returns for shareholders through investing in a diversified portfolio of equity securities. The fund invests primarily in common stocks of growth companies that are considered by the investment adviser to be high in quality and attractive in their long-term investment prospects. It seeks to invest primarily in established companies with characteristics of above average growth, predictability and stability.

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
Kenneth D Zinner Vice President 2021 Now
Biography Kenneth D. Zinner, Vice President of Eaton Vance and BMR, has managed the Portfolio since July, 2021. Mr. Zinner became co-portfolio manager of the Portfolio on July 1, 2021. Mr. Zinner is also an equity analyst and Vice President of Eaton Vance and BMR and has been with Eaton Vance for more than five years.
Yana S. Barton Vice Presidents 2008 Now
Biography Yana S. Barton, Vice President of Eaton Vance and BMR, has managed the Portfolio since March 2008 and the Fund since March, 2021. As a member of the Large Cap Growth Management Team, Yana plays a central role in the research evaluation and decision-making process and contributes to the day-to-day management of the Large Cap Growth portfolios. Yana also represents the Large Cap Growth strategies to current and prospective clients. Yana began her career in the investment management industry in 1997 when she joined Eaton Vance as an equity research associate. She graduated from the University of Florida with a B.S. in Business Administration and is a CFA charterholder.
Michael A. Allison Portfolio Manager 2008 2021
Biography Michael A. Allison has managed Eaton Vance portfolios for more than five years, and is a Vice President of Eaton Vance Management (“Eaton Vance”) and Boston Management and Research (“BMR”). Michael joined Eaton Vance in 2000. Previously, beginning in 1988, he was an equity analyst for Schroder Investment Management, North America. From 1993 to 1998, he served as an equity research analyst for Fleet Investment Advisors. His experience includes serving as an investment analyst for Phoenix Home Life Mutual Fund Insurance Co. in Hartford, CT, from 1991 to 1993, and Mahan, Cox, and Sullivan in Denver, CO, from 1988 to 1991. Mike earned a B.S.B.A. from the University of Denver in 1990. He has earned the Chartered Financial Analyst (CFA) designation and is an active member of the Boston Security Analysts Society and the Association for Investment Management and Research.
Lewis R. Piantedosi Vice President 2006 2021
Biography Lewis R. Piantedosi, Vice President of BMR, has managed the Portfolio since May 2006. Mr. Piantedosi will retire from the Eaton Vance organization effective June 30, 2022. Mr. Piantedosi has been a portfolio manager at Eaton Vance for more than five years and also manages Tax-Managed Growth Portfolio, Tax-Managed Multi-Cap Growth Portfolio and other Eaton Vance portfolios. Lew is a Vice President of Eaton Vance Management, a member of the Equity Strategy Committee and lead portfolio manager of Eaton Vance’s Large-Cap Growth Equity and Focused Growth Equity strategies. Lew plays a central role in the research evaluation and decision-making process and represents the Large Cap Growth strategies to current and prospective clients. Lew also coordinates the day-to-day management of the Large Cap Growth portfolios. While the strategy is managed by the two-member Large Cap Growth Management Team, as the lead portfolio manager, Lew is ultimately responsible for all buy-and-sell decisions. Lew’s experience in the investment management industry dates back to 1993. He joined Eaton Vance in 1999 after serving as partner, portfolio manager and equity analyst with Freedom Capital Management. He had previously been associated with Eaton Vance Management as a research analyst from 1993 to 1996 and rejoined the company in his current position in 1999. Lew graduated from Framingham State College with a B.A. in Economics and received an M.B.A. with a concentration in Finance from Bentley College. His commentary has appeared in Barron’s, Bloomberg TV, The Boston Globe, Business Week, The New York Times, The Pittsburgh Post-Gazette, SmartMoney, Standard & Poor's, Toronto Globe & Mail, and The Wall Street Journal, among other publications.
Duncan W. Richardson Executive Vice President 1996 2013
Biography Duncan W. Richardson is Executive Vice President and Chief Equity Investment Officer of Eaton Vance Management. He is the Portfolio Manager of Eaton Vance’s Tax-Managed Equity Asset Allocation Fund and Equity Asset Allocation Fund and Co-Manager of Tax-Managed Growth Portfolio and Large-Cap Growth Fund. He is also the Chairman of the Equity Strategy Committee. He is also an executive vice president and chief equity investment officer of BMR.
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