Morningstar

Eaton Vance Stock Fund Class C ECERX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 20.96  /  +0.05 %
  • Total Assets 102.1M
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ECERX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Stock C 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 ECERX

More ECERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.14 73M
Technology

Alphabet Inc Class C

7.21 58M
Communication Services

Microsoft Corp

6.15 49M
Technology

Apple Inc

6.13 49M
Technology

Amazon.com Inc

5.37 43M
Consumer Cyclical

Broadcom Inc

4.66 37M
Technology

JPMorgan Chase & Co

2.84 23M
Financial Services

Meta Platforms Inc Class A

2.71 22M
Communication Services

Coca-Cola Co

2.54 20M
Consumer Defensive

Visa Inc Class A

2.53 20M
Financial Services

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