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Eaton Vance Stock C ECERX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 21.05  /  −0.80 %
  • Total Assets 92.9 Mil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.730%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 44%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ECERX

Will ECERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Eaton Vance Stock C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings ECERX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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