Morningstar

Eaton Vance Focused Value Opportunities Fund Class I EIFVX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $25.64  /  −0.47 %
  • Fund Size $72.0M
  • Adjusted Expense Ratio 0.740%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.04%
  • Turnover Ratio 118%
NAV and 1-Day Return as of

Morningstar’s Analysis EIFVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Focused Value Opps I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings EIFVX

More EIFVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

8.21 6M
Consumer Cyclical

Cisco Systems Inc

4.35 3M
Technology

Bank of America Corp

3.87 3M
Financial Services

Bristol-Myers Squibb Co

3.84 3M
Healthcare

Merck & Co Inc

3.68 3M
Healthcare

Salesforce Inc

3.56 3M
Technology

Apple Inc

3.52 3M
Technology

AbbVie Inc

3.43 3M
Healthcare

Reinsurance Group of America Inc

3.33 2M
Financial Services

Msilf Government Portfolio Msilf Government Portfolio

3.20 2M
Cash and Equivalents

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