A tightknit and experienced management team steers Eaton Vance Richard Bernstein All Asset Strategy’s flexible asset allocation with verve. The fund’s two cheapest share classes earn a Morningstar Analyst Rating of Bronze, but the pricier C shares remain at Neutral.
Will EARAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of EARAX’s parent organization’s priorities and whether they’re in line with investors’ interests.