Morningstar

Eaton Vance Focused Value Opportunities Fund Class A EAFVX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 24.38  /  −0.25 %
  • Total Assets 72.6M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.85%
  • Turnover 118%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EAFVX

Will EAFVX outperform in the 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 EAFVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAFVX 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 EAFVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Focused Value Opps A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EAFVX

More EAFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micron Technology Inc

6.30 4M
Technology

Amazon.com Inc

5.43 4M
Consumer Cyclical

Cisco Systems Inc

4.77 3M
Technology

Intel Corp

4.09 3M
Technology

Steel Dynamics Inc

3.44 2M
Basic Materials

Bristol-Myers Squibb Co

3.31 2M
Healthcare

Bank of America Corp

3.24 2M
Financial Services

Meta Platforms Inc Class A

3.24 2M
Communication Services

United Parcel Service Inc Class B

3.04 2M
Industrials

Cboe Global Markets Inc

2.94 2M
Financial Services

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