Skip to Content
Morningstar

Eaton Vance Rich Bern All Asst Strat A EARAX Fund Analysis

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

Morningstar’s Analysis EARAX

Will EARAX 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 EARAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A solid macro-approach implemented by a stable and skilled team.

Senior Analyst Megan Pacholok

Megan Pacholok

Senior Analyst

Summary

A seasoned and expert team of macroeconomic investors manage Eaton Vance Richard Bernstein All Asset Strategy and implement a research-driven, top-down approach.

by Megan Pacholok
Rated on Published on

Unlock our full analysis with Morningstar Investor