Skip to Content

Eaton Vance Richard Bernstein Eq Strat I ERBIX

Analyst rating as of
Premium

Morningstar’s Analysis

Will ERBIX outperform in future?

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

Respectable rather than exceptional.

Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Premium