- 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 $110.4M 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 the fund issuer.
- 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.
