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Parametric Tax-Managed Intl Eq Inv (ETIGX)

12.93 -0.04 (-0.31%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 12.97
  • YTD Return 11.41%
  • Expense Ratio 1.05%
  • Category Foreign Large Blend
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 38.9M
  • Beta (5Y Monthly) 1.02
  • Yield 2.24%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.30
  • Inception Date Apr 22, 1998

Under normal market conditions, the fund invests at least 80% of its net assets in a diversified portfolio of equity securities (the "80% Policy"). It invests primarily in companies domiciled in developed markets outside of the United States, including securities trading in the form of depositary receipts,such as ADRs,which are either sponsored or unsponsored and GDRs. The fund invests primarily in common stocks issued by companies domiciled in countries represented in the MSCI EAFE Index.

Eaton Vance

Fund Family

Foreign Large Blend

Fund Category

38.9M

Net Assets

1998-04-22

Inception Date

Performance Overview: ETIGX

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Trailing returns as of 10/25/2024. Category is Foreign Large Blend.

YTD Return

ETIGX
11.41%
Category
9.07%
?

1-Year Return

ETIGX
23.21%
Category
33.76%
?

3-Year Return

ETIGX
3.27%
Category
8.50%
?

5-Year Return

ETIGX
6.37%
Category
10.08%
?

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Holdings: ETIGX

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Top 10 Holdings (9.79% of Total Assets)

SymbolCompany% Assets
NESN.SW
Nestlé S.A. 1.22%
NOVO-B.CO
Novo Nordisk A/S 1.17%
CFR.SW
Compagnie Financière Richemont SA 1.09%
SAP.DE
SAP SE 1.08%
DTE.DE
Deutsche Telekom AG 0.90%
AZN.L
AstraZeneca PLC 0.88%
ENGI.PA
Engie SA 0.88%
SAN.PA
Sanofi 0.88%
AI.PA
L'Air Liquide S.A. 0.87%
EOAN.DE
E.ON SE 0.81%

Sector Weightings

Recent News: ETIGX

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Research Reports: ETIGX

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