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Eaton Vance Small-Cap Fund Class A(ETEGX)

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16.360 -0.120    -0.73%
15/11 - 關閉. USD 貨幣
種類:  基金
市場:  美國
發行者:  Eaton Vance
資產類別:  股票
  • 晨星評級:
  • 總資產: 25.57M
Eaton Vance Small-Cap Fund Class A 16.360 -0.120 -0.73%

ETEGX綜觀

 
你可在本頁找到深入的Eaton Vance Small-Cap Fund Class A公司檔案,包括ETEGX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Small Growth

總資產

25.57M

費用

1.21%

基金成立

1997年1月2日

聯絡資訊

地址 Two International Place
Boston,MA 02110
United States
電話 +1 8008362414

主要管理層

名稱 主旨 成立於 直至
Michael D. McLean Portfolio Manager 2015 now
自傳 Michael McLean is a vice president of Eaton Vance Management, co-director of U.S. small-cap equity and a portfolio manager and equity analyst on Eaton Vance’s small-/midcap team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s small- and midcap equity portfolios, as well as coverage of the consumer discretionary and consumer staples sectors. He began his career in the investment management industry with Eaton Vance in 2001. Mike earned a B.S. from Providence College. He is a CFA charterholder.
J. Griffith Noble Vice President 2015 now
自傳 J. Griffith Noble is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments. Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston and is a CFA charterholder.
Nancy B. Tooke Vice President 2006 2016
自傳 Nancy is a Vice President of Eaton Vance Management and a Portfolio Manager for the Small Cap Core Equity products. Nancy’s experience in the investment management industry dates back to 1969. Prior to joining Eaton Vance in 2006, Nancy was the Chief Investment Officer as well as Portfolio Manager at ForstmannLeff Associates. Nancy founded the current strategies at Wertheim Asset Management, where she built the team up, continuing through its acquisition by Schroder Investment Management in 1994. In 1985 she founded New England Equity Research, which she sold to Tucker Anthony in 1988. She has additional portfolio management and research experience with E.F Hutton & Company, State Street Bank, The Equitable Life Assurance Society, Baker Weeks & Company, and Brown Brothers Harriman & Company. Nancy earned her B.A. from Smith College and is also a holder of the Chartered Financial Analyst (CFA) designation.
Martha Locke Vice President 2005 2006
自傳 Locke has been an analyst and a vice president of Eaton Vance Management and Boston Management and Research for more than 5 years and co-managed another Eaton Vance portfolio from 2001 to 2003.
Toni Y. Shimura Senior Vice President 2003 2005
自傳 Shimura is senior vice president with MFS Investment Management. She joined the firm in 1987 as a research analyst. Later, she was named an investment officer in 1990, assistant vice president in 1991, vice president in 1992, and a portfolio manager in 1993 and senior vice president in 1999.
Edward E. Smiley Portfolio Manager 1997 2003
自傳 Smiley is a portfolio manager with Eaton Vance Management, his employer since November 1996. Previously, he was with NationsBank as a portfolio manager. His other experience includes the management of assets at InterFirst Asset Management and the sale of equity and municipal bond securities at Dean Witter and Merrill Lynch. Smiley is a Chartered Financial Analyst and a member of the Association for Investment Management and Research as well as the Dallas Association of Investment Analysts.
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