Eaton Vance Focused Value Opps A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 16.75 / 0.54 %
- Total Assets 285.2 Mil
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Adj. Expense Ratio
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- Expense Ratio 0.990%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.67%
- Turnover 87%
Morningstar’s Analysis EAFVX
Will EAFVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 30
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector