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Eaton Vance Growth R (ELCRX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Growth R (ELCRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Eaton Vance Growth R Fund (ELCRX) ManagerFund Manager - Lewis R. Piantedosi

Fund Manager Information

Fund Manager Tenure: 15.3 years
Similar Funds: ELCIX 
Fund Family: Eaton Vance
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Eaton Vance Growth R Fund (ELCRX) ProfileEaton Vance Growth R Fund (ELCRX) Profile

Fund Profile and Description

Eaton Vance Growth R Fund seeks total return. Eaton Vance Growth R Fund invests in a broadly diversified selection of equity securities, and seeks companies with above-average growth and financial strength. It normally invests at least 80% of net assets in large-cap companies. The management generally considers large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000 Growth Index. Eaton Vance Growth R Fund may invest up to 25% of its total assets in foreign securities, some of which may be located in emerging market countries.

 

Eaton Vance Growth R (ELCRX) Fund Strength What we like about Eaton Vance Growth R (ELCRX) Fund

Data for Eaton Vance Growth R Fund (ELCRX) as of May 30, 2016

  • Eaton Vance Growth R Fund (ELCRX) management has been with Eaton Vance Growth R Fund for 15.3 years
  • Eaton Vance Growth R Fund (ELCRX) has good short-term performance (1-year return 0.10% vs -1.74% Large Growth category median performance)
  • Eaton Vance Growth R Fund (ELCRX) has good mid-term performance (3-year return 13.00% vs 10.74% Large Growth category median performance)
  • Eaton Vance Growth R Fund (ELCRX) has good Long-term performance (5-year return 10.73% vs 10.14% Large Growth category median performance)
  • Eaton Vance Growth R Fund (ELCRX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Growth R Fund (ELCRX) has a Morningstar rating of 4 and above
  • Asset base in Eaton Vance Growth R Fund (ELCRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eaton Vance Growth R Fund (ELCRX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.53, lower than category average of 12.75

Eaton Vance Growth R Fund (ELCRX) Weakness What we are cautious about Eaton Vance Growth R (ELCRX) Fund

Data for Eaton Vance Growth R Fund (ELCRX) as of May 30, 2016

  • Eaton Vance Growth R Fund (ELCRX) has an annual stock turnover rate of 55.00% that is higher than the Large Growth average of 50.46%. This could mean Eaton Vance Growth R is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Growth R Fund (ELCRX) has a higher expense ratio of 1.30% than its Large Growth average of 1.17%
  • Even though Eaton Vance Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Eaton Vance Growth R Fund (ELCRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Growth R Fund (ELCRX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Growth R-0.280.1013.0010.73
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)1.262.9712.4812.12Compare

See top fund managers for Large Growth Category Funds

 

Compare Eaton Vance Growth R Fund (ELCRX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Eaton Vance Growth R Fund (ELCRX) Net Asset TrackingEaton Vance Growth R (ELCRX) Fund Net Asset

Track net asset change of Eaton Vance Growth R fund (ELCRX)

DateNet Asset
05/2016$316.95M
03/2016$312.78M
02/2016$294.08M
More historic net asset information on Eaton Vance Growth R Fund (ELCRX)

  

Graph of Eaton Vance Growth R Fund (ELCRX) Portfolio TrackingEaton Vance Growth R (ELCRX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Growth R fund (ELCRX)

DateCashStockBondOther
04/20160.53%99.47%0%0%
02/20162.59%97.41%0%0%
12/20151.86%98.14%0%0%
Click here to see more historic asset allocation information on Eaton Vance Growth R Fund (ELCRX)

 

graph of Eaton Vance Growth R Fund (ELCRX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Growth R (ELCRX) Fund

Discover what Eaton Vance Growth R Fund (ELCRX) manager is buying

Apr 29, 2016
Amazon.com, Inc. [4.93%]
Facebook, Inc. [4.6%]
Apple Inc. [3.52%]
Alphabet Inc. [3.34%]
Visa Inc. [3.28%]
Johnson & Johnson Common Stock [3.01%]
Alphabet Inc. [2.87%]
Salesforce.com Inc Common Stock [2.49%]
Medtronic plc. Ordinary Shares [2.31%]

Feb 28, 2016
Facebook, Inc. [4.45%]
Amazon.com, Inc. [4.39%]
Apple Inc. [4.16%]
Alphabet Inc. [3.43%]
Visa Inc. [3.26%]
Alphabet Inc. [3.09%]
Johnson & Johnson Common Stock [3.01%]
Medtronic plc. Ordinary Shares [2.4%]
Walt Disney Company (The) Commo [2.36%]

Dec 30, 2015
Amazon.com, Inc. [4.85%]
Apple Inc. [4.1%]
Facebook, Inc. [3.94%]
Alphabet Inc. [3.38%]
Visa Inc. [3.16%]
Alphabet Inc. [3.03%]
Gilead Sciences, Inc. [2.44%]
Perrigo Company plc Ordinary Sh [2.43%]
Walt Disney Company (The) Commo [2.35%]
Dollar General Corporation Comm [2.31%]
Click here for Stock Holding Change Map in Eaton Vance Growth R Fund (ELCRX)

  

Latest News on Eaton Vance Growth R (ELCRX) Fund

See what is happening with Eaton Vance Growth R Fund (ELCRX)

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Eaton Vance Growth R Fund (ELCRX) Related ResourcesSee more information on Eaton Vance Growth R (ELCRX) Fund

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