Eaton Vance Tax Managed Growth 1.2 Fund
Shareclass
Eaton Vance Tx-Mgd Growth 1.2 A (EXTGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Eaton Vance Tax Managed Growth 1.2 Fund
FUND COVERAGE
# of holdings125
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.54%$34.66M
- 2. Boston Scientific Corp0.47%$30.58M
- 3. Marriott International Inc Class A0.58%$37.71M
- 4. Bank of America Corp0.36%$23.61M
- 5. Mastercard Inc Class A0.34%$21.81M
- 6. Philip Morris International Inc0.32%$20.95M
- 7. JPMorgan Chase & Co2.4%$155.12M
- 8. Wells Fargo & Co0.57%$36.7M
- 9. Uber Technologies Inc1.09%$70.55M
- 10. Accenture PLC Class A0.59%$38.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc0.19%$12.46M
- 2. Berkshire Hathaway Inc Class B2.72%$176.16M
- 3. O'Reilly Automotive Inc0.85%$55.05M
- 4. Nutanix Inc Class A0.72%$46.58M
- 5. Broadcom Inc1.15%$74.25M
- 6. Monster Beverage Corp0.14%$8.92M
- 7. Cadence Design Systems Inc0.45%$29.43M
- 8. Waste Connections Inc0.25%$16.24M
- 9. Fortinet Inc0.12%$7.88M
- 10. Charles Schwab Corp0.55%$35.59M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Eaton Vance Tax Managed Growth 1.2 Fund
Totals
Holdings
Assets
Weight
Prisons
9
$1.62B
25%
Prisons high risk
1
$6.3M
0.1%
Private prisons
0
$0
0%
Borders
10
$1.35B
21%
Borders high risk
4
$52.89M
0.82%
Total
14
$1.71B
26%
Holdings — 14 flagged holdings
1.
Microsoft Corp
:$460.63M
7.12%
2.
Amazon.com Inc
:$395.19M
6.11%
3.
Alphabet Inc Class A
:$214.37M
3.31%
4.
Alphabet Inc Class C
:$178.94M
2.76%
5.
Berkshire Hathaway Inc Class B
$176.16M
2.72%
6.
Walmart Inc
$99.79M
1.54%
7.
Costco Wholesale Corp
$76.72M
1.19%
8.
Accenture PLC Class A
:$38.32M
0.59%
9.
RTX Corp
:$24.9M
0.38%
10.
General Dynamics Corp
:$12.19M
0.19%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Eaton Vance Tax Managed Growth 1.2 Fund EXTGX
Environment
Social
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