C000002723 SEC Filings — Tax-Managed U.s. Equity Portfolio

Data updated: 2021-06-15

21 SEC filings are listed: 11 prospectuses (latest Feb 26, 2021), 7 quarterly N-PORT holdings reports (latest Jun 15, 2021) and 3 annual N-CEN reports (latest Jan 14, 2021).

C000002723 Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 11 filings on SEC EDGAR.

C000002723 Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 7 filings on SEC EDGAR.

C000002723 Annual census (N-CEN)

Service providers, brokerage and operations. 3 filings on SEC EDGAR.

Browse every Tax-Managed U.s. Equity Portfolio filing on SEC EDGAR

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.