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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.53% -9.38% -- 134878.2
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 39.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks a high level of after-tax total return by investing at least 80% of its managed assets in dividend-paying common and preferred stocks, dividends which are tax-advantaged for federal income tax purposes.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-11.87%
44.72%
1.79%
33.95%
-17.30%
5.78%
17.32%
8.84%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-5.88%
28.59%
11.31%
29.41%
-15.46%
17.88%
21.96%
14.87%
-2.99%
17.32%
-1.67%
31.68%
-7.26%
13.54%
19.89%
15.70%
-17.12%
27.60%
5.06%
32.82%
-18.61%
11.90%
18.15%
19.23%
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-6.10%
As of December 10, 2025.

Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.16%
Stock 97.89%
Bond 22.71%
Convertible 0.00%
Preferred 1.06%
Other -21.82%
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Basic Info

Investment Strategy
The Fund seeks a high level of after-tax total return by investing at least 80% of its managed assets in dividend-paying common and preferred stocks, dividends which are tax-advantaged for federal income tax purposes.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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