EATVX

About EATVX

Eaton Vance Tax-Managed Value Fund Class A is a mutual fund with a primary focus on delivering long-term after-tax returns through a value-oriented equity strategy. The fund invests mainly in U.S. large-cap value stocks—companies considered undervalued relative to their intrinsic worth or the broader market—while allowing up to 25% of total assets in foreign securities from both developed and emerging markets. It employs rigorous fundamental research and risk management, with a distinguishing feature of tax-sensitive investment techniques designed to help minimize tax liability and enhance after-tax performance for shareholders. The fund typically holds a diversified portfolio, including leading companies from the financial, energy, consumer, and industrial sectors. With a history dating back to 1999, the fund serves investors seeking broad U.S. equity market exposure with a disciplined approach to tax efficiency. Its benchmark is the Russell 1000 Value Index, and it aims to balance investment returns and tax considerations, making it suitable for taxable accounts where tax management is a priority.