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Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A (EAEAX)

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35.84 -0.13    -0.36%
25/09 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Eaton Vance
资产类别:  股票
  • 晨星评级:
  • 总资产: 521.69M
Eaton Vance Tax-Managed Eq Aset Allc A 35.84 -0.13 -0.36%

EAEAX概述

 
本页面提供Eaton Vance Tax-Managed Equity Asset Allocation Fund Class A的详细介绍,帮助您了解EAEAX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--85%+ Equity

总资产

521.69M

费用

1.20%

开始日期

37316

联络信息

地址 Two International Place
Boston,MA 02110
United States
电话 +1 8008362414

高管

名称 标题 任期
Douglas Rogers Portfolio Manager 2021 now
背景介紹 Doug is a Vice President of Eaton Vance Management and an Equity Analyst covering the computer software, investment banking/ investment management and money center bank industries. His experience in the investment management industry dates back to 1999. Prior to joining Eaton Vance in 2001, Doug was a research analyst covering the computer software and internet industries with Endeca. Doug graduated from the United States Naval Academy in Annapolis, Maryland with a B.S. in Systems Engineering. He received an M.B.A. from Harvard University Graduate School of Business Administration and is a holder of the Chartered Financial Analyst (CFA) designation.
John H. Croft Vice President 2015 2022
背景介紹 John Croft is a vice president of Eaton Vance Management, director of credit research and portfolio manager on Eaton Vance’s investmentgrade fixed-income team. Prior to joining Eaton Vance in 2004, John was a credit analyst with Fidelity Management & Research Co., focusing on credit analysis of international and domestic financial institutions.
Lewis R. Piantedosi Vice President 2013 2022
背景介紹 Lewis R. Piantedosi, Vice President of BMR, has managed the Portfolio since May 2006. Mr. Piantedosi will retire from the Eaton Vance organization effective June 30, 2022. Mr. Piantedosi has been a portfolio manager at Eaton Vance for more than five years and also manages Tax-Managed Growth Portfolio, Tax-Managed Multi-Cap Growth Portfolio and other Eaton Vance portfolios. Lew is a Vice President of Eaton Vance Management, a member of the Equity Strategy Committee and lead portfolio manager of Eaton Vance’s Large-Cap Growth Equity and Focused Growth Equity strategies. Lew plays a central role in the research evaluation and decision-making process and represents the Large Cap Growth strategies to current and prospective clients. Lew also coordinates the day-to-day management of the Large Cap Growth portfolios. While the strategy is managed by the two-member Large Cap Growth Management Team, as the lead portfolio manager, Lew is ultimately responsible for all buy-and-sell decisions. Lew’s experience in the investment management industry dates back to 1993. He joined Eaton Vance in 1999 after serving as partner, portfolio manager and equity analyst with Freedom Capital Management. He had previously been associated with Eaton Vance Management as a research analyst from 1993 to 1996 and rejoined the company in his current position in 1999. Lew graduated from Framingham State College with a B.A. in Economics and received an M.B.A. with a concentration in Finance from Bentley College. His commentary has appeared in Barron’s, Bloomberg TV, The Boston Globe, Business Week, The New York Times, The Pittsburgh Post-Gazette, SmartMoney, Standard & Poor's, Toronto Globe & Mail, and The Wall Street Journal, among other publications.
Duncan W. Richardson Executive Vice President 2002 2013
背景介紹 Duncan W. Richardson is Executive Vice President and Chief Equity Investment Officer of Eaton Vance Management. He is the Portfolio Manager of Eaton Vance’s Tax-Managed Equity Asset Allocation Fund and Equity Asset Allocation Fund and Co-Manager of Tax-Managed Growth Portfolio and Large-Cap Growth Fund. He is also the Chairman of the Equity Strategy Committee. He is also an executive vice president and chief equity investment officer of BMR.
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