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Morningstar

Eaton Vance Richard Bernstein Eq Strat C ERBCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.86  /  +1.13 %
  • Total Assets 707.9 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.22%
  • Turnover 35%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ERBCX

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

  • People Pillar

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

A well-resourced team supports this macro-driven equity portfolio.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

An experienced team of allocators shepherds the macroeconomic approach of Eaton Vance Richard Bernstein Equity. The approach is sensible and research-driven but can fall behind in rapidly shifting markets.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings ERBCX

More ERBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI China ETF

7.92 55.6 Mil
—

iShares MSCI India ETF

4.26 29.9 Mil
—

iShares MSCI Taiwan ETF

4.17 29.3 Mil
—

Microsoft Corp

3.98 27.9 Mil
Technology

Apple Inc

3.80 26.7 Mil
Technology

NVIDIA Corp

3.59 25.2 Mil
Technology

iShares MSCI South Korea ETF

2.78 19.5 Mil
—

Amazon.com Inc

2.27 15.9 Mil
Consumer Cyclical

Msilf Government Portfolio Msilf Government Portfolio

1.78 12.5 Mil
Cash and Equivalents

Meta Platforms Inc Class A

1.37 9.6 Mil
Communication Services