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Eaton Vance Growth Trust

CIK: 0000102816 Equity
Report date: 2026-04-27
AUM $4M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-27

About this Fund

Eaton Vance Growth Trust is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for decades, providing a wide range of mutual funds that cater to the diverse needs of investors seeking to grow their wealth. With a strong focus on wealth management, the company offers a broad spectrum of investment products, including equity, debt, hybrid, and specialty funds, each designed to meet the unique objectives and risk tolerance of its clients. By leveraging its expertise in portfolio management, Eaton Vance Growth Trust enables investors to create a well-diversified portfolio that aligns with their long-term financial goals, whether they are seeking capital appreciation, income generation, or a combination of both. The company's systematic investment plan, or SIP, allows investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to investing and helping to reduce the impact of market volatility. Eaton Vance Growth Trust's investor-centric approach has earned the trust of its clients, who appreciate the company's commitment to delivering exceptional investment results and personalized service. With a deep understanding of the complexities of the financial markets, the company's experienced team of investment professionals employs a rigorous research process to identify attractive investment opportunities and construct portfolios that are designed to perform well across various market conditions. By combining its investment expertise with a passion for customer service, Eaton Vance Growth Trust has established itself as a trusted partner for investors seeking to achieve their financial objectives, and its mutual funds have become a popular choice among those looking to create a solid foundation for their investment portfolio. As a leading player in the asset management industry, Eaton Vance Growth Trust continues to innovate and expand its range of investment products, ensuring that its clients have access to the latest wealth management solutions and strategies. With its strong reputation for integrity, expertise, and customer focus, Eaton Vance Growth Trust remains a preferred choice for investors seeking to navigate the complexities of the financial markets and achieve their long-term investment goals.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

3 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 DOO BRP Inc Since 2026-05-10 05577W200 Equity (Common)
0.72%
$0.03 360
2 PAAS Pan American Silver Corp Since 2026-05-10 697900108 Equity (Common)
0.99%
$0.04 531
3 OR OR Royalties Inc Since 2026-05-10 68390D106 Equity (Common)
0.74%
$0.03 575
Frequently Asked Questions — Eaton Vance Growth Trust
What type of mutual fund is Eaton Vance Growth Trust?
Eaton Vance Growth Trust is a SEC-registered Equity fund, with $4M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Eaton Vance Growth Trust holds 3 portfolio positions, all detailed in the holdings table on this page.
What are Eaton Vance Growth Trust's assets under management (AUM)?
Eaton Vance Growth Trust has $4M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Eaton Vance Growth Trust's top holdings?
According to Eaton Vance Growth Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include BRP Inc, Pan American Silver Corp, OR Royalties Inc . The complete list of all 3 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Eaton Vance Growth Trust's expense ratio?
Expense ratio data for Eaton Vance Growth Trust is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Eaton Vance Growth Trust's SEC filings?
Eaton Vance Growth Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000102816. You can access all of Eaton Vance Growth Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000102816). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Eaton Vance Growth Trust's holdings data on StockSifting?
Holdings data for Eaton Vance Growth Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.