Morningstar

Eaton Vance Large-Cap Value Fund Class A EHSTX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $32.18  /  −0.56 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.69%
  • Turnover Ratio 80%
NAV and 1-Day Return as of

Morningstar’s Analysis EHSTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Large-Cap Value A 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 EHSTX

More EHSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.79 117M
Consumer Cyclical

Apple Inc

3.51 53M
Technology

Cisco Systems Inc

3.10 47M
Technology

Merck & Co Inc

2.83 43M
Healthcare

Bank of America Corp

2.63 40M
Financial Services

AbbVie Inc

2.59 39M
Healthcare

Reinsurance Group of America Inc

2.59 39M
Financial Services

ExxonMobil Holdings Corp

2.46 37M
Energy

Charles Schwab Corp

2.38 36M
Financial Services

Salesforce Inc

2.34 35M
Technology

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