For decades, the Eaton Vance Tax-Managed Growth 1.1 and 1.2 strategy served its niche, but it doesn't compete well with modern options. Until 2023, this strategy had let investors exchange blocks of stock for a diversified, indexlike portfolio in a tax-friendly way. Investors put their stock holdings into related vehicles that transferred them into this portfolio to be held in common. Managers rarely sold positions, thereby keeping taxes low.
Eaton Vance Tx-Mgd Growth 1.2 A EXTGX Fund Analysis
Morningstar’s Analysis EXTGX
Will EXTGX outperform in future?
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