Eaton Vance Tax-Managed Equity Asset Allocation Fund

Frequently Asked Questions About EAEAX

What are the top holdings of EAEAX?

A machine-readable holdings disclosure for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does EAEAX invest in?

Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is EAEAX most exposed to?

EAEAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is EAEAX a US-only fund?

The country allocation card on this page shows EAEAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does EAEAX invest in?

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.