Eaton Vance Focused Growth Opportunities Fund (EIFGX)
Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. The portfolio managers generally consider large-cap companies to be those companies having market capitalizations equal to or greater than the median capitalization of companies included in the Russell 1000 Growth Index. It is non-diversified.
Fund Info
US2779025400
277902540
Mar 7, 2011
$1,000,000
Large-Cap
Growth
Expense Ratio
EIFGX has an expense ratio of 0.76%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Eaton Vance Focused Growth Opportunities Fund (EIFGX) returned 0.04% year-to-date (YTD) and 13.90% over the past 12 months. Over the past 10 years, EIFGX delivered an annualized return of 13.95%, outperforming the S&P 500 benchmark at 10.84%.
EIFGX
0.04%
7.91%
0.32%
13.90%
20.26%
15.80%
13.95%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of EIFGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.33% | -2.79% | -8.29% | 1.66% | 7.86% | 0.04% | |||||||
| 2024 | 4.28% | 7.73% | 1.84% | -5.16% | 7.72% | 7.17% | -1.83% | 2.82% | 1.67% | -0.32% | 5.38% | -0.35% | 34.58% |
| 2023 | 9.16% | -3.48% | 7.81% | 1.48% | 4.43% | 6.99% | 3.87% | -0.37% | -5.84% | -1.64% | 10.30% | 4.48% | 42.23% |
| 2022 | -9.49% | -3.14% | -0.44% | -13.17% | -1.24% | -9.88% | 12.73% | -4.54% | -10.32% | 7.74% | 4.93% | -7.61% | -32.01% |
| 2021 | -1.32% | 4.25% | -0.53% | 5.39% | -0.96% | 4.41% | 1.01% | 2.35% | -5.54% | 6.46% | -1.64% | 2.01% | 16.33% |
| 2020 | 1.28% | -6.78% | -10.94% | 15.79% | 8.07% | 4.83% | 6.46% | 9.77% | -4.38% | -2.27% | 14.81% | 4.60% | 44.65% |
| 2019 | 10.67% | 3.75% | 1.83% | 4.05% | -9.46% | 7.88% | 2.12% | -2.80% | -1.44% | 3.56% | 5.06% | 2.56% | 29.73% |
| 2018 | 8.20% | -1.84% | -3.20% | 1.56% | 4.65% | 0.84% | 2.77% | 3.98% | 1.65% | -8.98% | 0.32% | -7.89% | 0.67% |
| 2017 | 4.55% | 3.37% | -0.11% | 2.64% | 2.68% | 0.11% | 1.53% | 0.53% | 0.89% | 1.71% | 3.42% | 1.68% | 25.44% |
| 2016 | -7.85% | -2.04% | 6.96% | 0.52% | 2.72% | -1.58% | 6.15% | -0.06% | 0.72% | -2.10% | 0.86% | -0.00% | 3.52% |
| 2015 | -2.05% | 8.59% | -0.50% | -1.06% | 2.26% | -1.13% | 2.53% | -6.61% | -3.24% | 7.59% | 1.59% | -0.44% | 6.74% |
| 2014 | -0.95% | 4.66% | -2.12% | -1.16% | 3.72% | 2.25% | -0.41% | 5.74% | -2.27% | 3.11% | 1.90% | -0.43% | 14.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EIFGX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Eaton Vance Focused Growth Opportunities Fund provided a 5.39% dividend yield over the last twelve months, with an annual payout of $1.53 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.53 | $1.53 | $0.61 | $5.25 | $5.09 | $2.71 | $1.19 | $1.92 | $0.06 | $0.00 | $0.20 | $0.53 |
Dividend yield | 5.39% | 5.39% | 2.73% | 32.69% | 16.44% | 8.74% | 5.07% | 10.11% | 0.29% | 0.00% | 1.25% | 3.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Eaton Vance Focused Growth Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $1.53 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.25 | $5.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.09 | $5.09 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $2.03 | $2.71 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $1.01 | $1.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $1.32 | $1.92 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2014 | $0.18 | $0.00 | $0.00 | $0.36 | $0.53 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Eaton Vance Focused Growth Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Eaton Vance Focused Growth Opportunities Fund was 36.93%, occurring on Oct 14, 2022. Recovery took 320 trading sessions.
The current Eaton Vance Focused Growth Opportunities Fund drawdown is 4.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.93% | Nov 9, 2021 | 235 | Oct 14, 2022 | 320 | Jan 25, 2024 | 555 |
| -31.44% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -23.11% | Jul 8, 2011 | 61 | Oct 3, 2011 | 220 | Aug 17, 2012 | 281 |
| -22.17% | Oct 2, 2018 | 58 | Dec 24, 2018 | 68 | Apr 3, 2019 | 126 |
| -21.85% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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