EILVX – Eaton Vance Large-Cap Value I Investment Strategy | Morningstar

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Strategy

The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large cap value stocks. The portfolio managers generally consider large-cap companies to be those companies having market capitalizations within the range of companies included in the Russell 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization equal to or greater than the median market capitalization of companies included in such index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EILVX	Eaton Vance Large-Cap Value Fund Class I	Institutional	Open			Dec 28, 2004	$698.50M	0.770%	Above Average	$1M	−$117.44M
EHSTX	Eaton Vance Large-Cap Value Fund Class A	Front Load	Open			Sep 23, 1931	$621.99M	1.020%	Average	$1,000	−$76.15M
ECSTX	Eaton Vance Large-Cap Value Fund Class C	Level Load	Open			Nov 4, 1994	$9.90M	1.770%	Above Average	$1,000	−$1.84M
ERLVX	Eaton Vance Large-Cap Value Fund Class R6	Retirement, Large	Open			Jul 1, 2014	$85.60M	0.710%	High	$5M	−$8.62M
ERSTX	Eaton Vance Large-Cap Value Fund Class R	Retirement, Medium	Open			Feb 18, 2004	$31.78M	1.270%	Above Average	$1,000	−$5.58M

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