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Eaton Vance Richard Bernstein Eq Strat A ERBAX

Analyst rating as of
NAV / 1-Day Return
16.48  /  0.00
Total Assets
816.4 Mil
Adj. Expense Ratio
1.270%
Expense Ratio
1.270%
Fee Level
Above Average
Longest Manager Tenure
11.71 years
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.89%
Turnover
31%

Morningstar’s Analysis

Will ERBAX outperform in future?

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

Respectable rather than exceptional.

Analyst

Summary

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Eaton Vance Richard Bernstein Equity Strategy draws upon talented macro-investing specialists, but the process they employ does not utilize their skill set fully. Is cheapest share class gets an upgrade to a Morningstar Analyst Rating of Bronze from Neutral, largely thanks to the distribution of ratings in the fund’s world large-stock blend Morningstar Category. Its two pricier share classes remain Neutral.

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