Eaton Vance Richard Bernstein Equity benefits from a strong management team of macro-researchers that implement a flexible and sensible process.
- NAV / 1-Day Return 16.19 / 0.49 %
- Total Assets 727.0 Mil
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Adj. Expense Ratio
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.53%
- Turnover 33%
Morningstar’s Analysis ERBAX
Will ERBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 258
- Bond Holdings 1
- Other Holdings 14
- % Assets in Top 10 Holdings 30.0