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Eaton Vance Stock I EIERX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 22.39  /  −0.18 %
  • Total Assets 88.8 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.37%
  • Turnover 44%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis EIERX

Will EIERX outperform in future?

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

Eaton Vance Stock I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings EIERX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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