Eaton Vance Focused Growth Opportunities Fund

Frequently Asked Questions About EAFGX

What does EAFGX invest in?

Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. The portfolio managers generally consider large-cap companies to be those companies having market capitalizations equal to or greater than the median capitalization of companies included in the Russell 1000® Growth Index. It is non-diversified.

What is the expense ratio of EAFGX?

Eaton Vance Focused Growth Opportunities Fund (EAFGX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EAFGX?

Eaton Vance Focused Growth Opportunities Fund (EAFGX) manages $105.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is EAFGX actively managed or an index fund?

EAFGX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (EAFGX's is 1.05%) because there's no security selection cost.

When was EAFGX launched?

Eaton Vance Focused Growth Opportunities Fund (EAFGX) launched in March 2011 and is managed by Eaton Vance.

How has EAFGX performed?

EAFGX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.