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Eaton Vance Glbl Macro Abs Ret Advtg C EGRCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis EGRCX

Will EGRCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EGRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EGRCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EGRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence in Eaton Vance Glbl Macro Abs Ret Advtg C's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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