Skip to Content

Eaton Vance Rich Bern All Asst Strat I EIRAX

Analyst rating as of
NAV / 1-Day Return
14.14  /  0.00
Total Assets
744.4 Mil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Fee Level
Average
Longest Manager Tenure
10.88 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.20%
Turnover
63%

Morningstar’s Fund Analysis EIRAX

Will EIRAX outperform in future?

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

A stable team consistently implements a research-heavy macro approach.

Summary

| |

Eaton Vance Richard Bernstein All Asset Strategy’s experienced team of skilled macroeconomic investors manage this strategy’s thoughtful top-down approach, supporting a Morningstar Analyst of Bronze for its cheapest share class. Its two pricier shares are rated Neutral.

Unlock our full analysis with Morningstar Investor