UK markets open in 1 hour 36 minutes

Eaton Vance Special Equities A (EVSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.30-0.16 (-0.68%)
At close: 09:01PM EDT

Eaton Vance Special Equities A

Boston, MA 02110

Two International Place

Eaton Vance Special Investment Trust

(800) 262-1122
Management information
,Lead manager since 28 January 2015
J. Griffith Noble is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments. Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston and is a CFA charterholder.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq9.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyCalvert Research and Management
Net assets49.91M
YTD return-0.27%
Yield0.00%
Morningstar rating★★★
Inception date16 Nov 1994

Fund operations

Last dividend0.12
Last cap gain10.00
Holdings turnover40.00%
Average for categoryN/A

Fees and expenses

ExpenseEVSEXCategory average
Annual report expense ratio (net)1.89%1.09%
Prospectus net expense ratio1.89%N/A
Prospectus gross expense ratio2.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A