See what your fund actually adds

Eaton Vance Tax-Managed Multi-Cap Growth Fund Class A EACPX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

EACPX compared with its replication portfolio
MeasureEACPXReplication
Annualized growth8.0%12.3%
Annualized volatility19.6%19.4%
Sharpe ratio0.490.70
Maximum drawdown33.1%33.1%
Replication fit (R²)0.97 · Tracking error 3.4%

Replication portfolio

The published portfolio below is the investable basket used to model EACPX’s historical return behavior.

EACPX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth78.0%
VOXSector · Communication8.8%
USMVFactor · Min Vol7.2%
XLVSector · Healthcare6.0%