EIMGX

About EIMGX

Eaton Vance Tax-Managed Small-Cap Fund Class I is a mutual fund focused on delivering long-term, after-tax returns through a diversified portfolio of publicly traded small-cap U.S. equities. The fund employs a bottom-up stock selection strategy, targeting companies that exhibit growth prospects exceeding those of the broader U.S. equity market. Its management places a particular emphasis on tax efficiency, seeking to optimize after-tax outcomes for shareholders. The portfolio typically holds around 70–75 stocks, with allocations spanning sectors such as financials, industrials, consumer discretionary, and real estate. The fund is distinguished by its high active share, indicating a portfolio that differs significantly from standard small-cap benchmarks like the Russell 2000 Index. Managed by experienced professionals and supported by dedicated small-cap analysts, the fund is structured to exploit inefficiencies inherent in smaller company markets through intensive fundamental research and company engagement. Eaton Vance Tax-Managed Small-Cap Fund Class I primarily serves institutional and high-net-worth investors, given its relatively high minimum initial investment requirement and its focus on sophisticated tax management strategies.