Eaton Vance Tax-Managed Equity Asset Allocation Fund

Eaton Vance Tax-Managed Equity Asset Allocation Fund is a registered fund series of Eaton Vance Mutual Funds Trust (series S000005292). Net assets $892.9M as of 2026-04-30.

Profile

Advisers

Top holdings (70 reported)

Showing 15 of 70 holdings by value.

HoldingTickerValue% of fund
Eaton Vance Corp.$304.9M3414.23%
Eaton Vance Corp.$254.6M2851.58%
Eaton Vance Corp.$142.6M1596.96%
Eaton Vance Global Equity Income Fund$81.9M916.90%
Eaton Vance Corp.$72.6M812.89%
CHARLES SCHWAB CORP$1.2M13.27%
LIBERTY MUTUAL GROUP INC$1.2M13.03%
BANK OF MONTREAL$1.0M11.37%
TORONTO-DOMINION BANK$1.0M11.36%
SOCIETE GENERALE$996K11.16%
CANADIAN IMPERIAL BANK$996K11.15%
KEYCORP$967K10.83%
BANCO SANTANDER SA$952K10.67%
AMER AGCREDIT ACA$906K10.14%
WELLS FARGO & COMPANY$885K9.91%

Net asset history

Report dateNet assets
2026-04-30$892.9M
2026-01-31$877.2M
2025-10-31$860.1M
2025-07-31$818.6M
2025-04-30$741.3M
2025-01-31$809.6M
2024-10-31$767.8M
2024-07-31$750.6M

More