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Morningstar

Eaton Vance Focused Value Opps C ECFVX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 18.63  /  0.00
  • Total Assets 279.9 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 113%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis ECFVX

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

  • People Pillar

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

Eaton Vance Focused Value Opps C's Average Process Pillar and People Pillar ratings result in 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ECFVX

More ECFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co

4.11 11.1 Mil
Financial Services

Chevron Corp

3.85 10.4 Mil
Energy

Micron Technology Inc

3.82 10.3 Mil
Technology

Charles Schwab Corp

3.80 10.3 Mil
Financial Services

Thermo Fisher Scientific Inc

3.72 10.1 Mil
Healthcare

The Walt Disney Co

3.58 9.7 Mil
Communication Services

Reinsurance Group of America Inc

3.50 9.5 Mil
Financial Services

BJ's Wholesale Club Holdings Inc

3.45 9.3 Mil
Consumer Defensive

Zebra Technologies Corp Class A

3.39 9.2 Mil
Technology

Constellation Brands Inc Class A

3.30 8.9 Mil
Consumer Defensive