Mutual Funds - Profile

Eaton Vance Focused Growth Opportunities Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation through investing large-size companies in the U.S.

The investment process is focused on identifying companies in secular growth trends and are trading at a reasonable price. Research team narrows a list of large-size companies with attractive growth profiles, financial strength and management with a successful track record of allocating capital. Then the team looks for companies with a long ramp of growth and finding stocks that are trading at a discount to their intrinsic values.

The fund holds between 25 and 40 stocks and allocates about 50% More

Price

  • Last Close
  • $30.16
    -0.21
  • 52 Week HL
  • $31.81 - $23.13
  • Net Assets
  • $334.2 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Feb 12, 2021

Company Holding
Amazon Com 8.62
Microsoft Corporation 6.01
Alphabet Inc 5.42
PayPal Holdings 4.57
Visa Inc 4.42
Company Holding
QUALCOMM Incorporated 4.10
Micron Solutions 3.89
Facebook Inc 3.78
AbbVie Inc 3.37
Intuit Inc 3.37
Total 47.55%

Manager

  • Name
  • Lewis R. Piantedosi
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
9.3 % YTD

  • 3 Year
  • 58.4%
  • 5 Year
  • 111.64%
  • Best
  • 32.29%
    2013
  • Worst
  • -0.38%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ECFGX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.1% -16.1% 16.7% 2.6% 7.8% -3.6% 5.6% 1.2% 8% 15.2% -
Q2 8.7% 30.8% 0.2% 9.5% 5.2% 1.3% -0.2% 4.6% 0.8% -4.1% -
Q3 3.2% 8.5% -4.2% 7.6% 2.7% 6.7% -7.6% 2.6% 10.8% 7% -
Q4 1.6% 8.9% 6.2% -16.3% 6.5% -1.6% 8.6% 4.3% 9.6% -1.4% -

Returns +
M

J F M A M J J A S O N D
2021 -1.4% 4.2% -0.6% 5.3% -1% 4.3% 0.9% 2.3% - -4.6% - -
2020 1.2% -6.9% -11% 15.7% 6.2% 6.5% 6.4% 6.8% -4.5% -2.3% 14.7% -2.8%

Annual Return

Index Comparison

Alpha

NAV