Together with its affiliates, Eaton Vance manages in excess of 70 different mutual funds. Concentrating on the investment objectives of affluent investors, Eaton Vance is well known for its leadership in tax-managed investments. In fact, Eaton Vance led the way for the first tax-minimizing equity funds, as well as municipal funds targeting tax-exempt earnings. The company is further credited with introducing some of the first bank loan floating-rate mutual funds. For today's affluent investor, Eaton Vance offers a selection of domestic and international equity funds.
Consider ways in which Eaton Vance taxed-managed mutual funds may assist you in meeting your goals. These funds are managed with the purpose of keeping taxes to a minimum, even while shares are being sold off.
Determine whether choosing to invest in an Eaton Vance income fund is right for you. These funds focus on producing income, but are taxable.
Learn about Eaton Vance domestic-equity mutual funds and determine whether any are in line with your objectives. Domestic-equity mutual funds invest primarily in domestic common stocks, seeking capital appreciation.
Consider that Eaton Vance International and global equity funds invest primarily in stocks and include investments within foreign markets. The primary purpose of funds in this class is capital growth.
Be aware that Eaton Vance also offers national and state municipal income funds. These funds seek to preserve capital, while offering regular income that is exempt from federal or state taxes.
Recognize that, even with tax-exempt funds, a portion of your investment income may be taxable on a federal, state or local level. Read through mutual fund prospectuses carefully to become fully aware of any tax consequences.
Download and review the prospectuses of the funds that interest you and are in keeping with your investment objectives at EatonVance.com
Consult with a broker or a financial adviser regarding your investment choices. With that individual's advice in mind, invest in the Eaton Vance mutual funds best suited to your unique goals.
- Eliminating taxes can go a long way toward boosting your investment income. Unlike some tax shelters, choosing to invest in municipal income funds is completely legal.
- Keep in mind that municipal bonds have a lower default rate than corporate bonds, making them a safer investment.
- Municipal bond fund yields tend to fluctuate according to market conditions and bond maturities.
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