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Morningstar

Eaton Vance Richard Bernstein Eq Strat I ERBIX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.35  /  0.91 %
  • Total Assets 739.4 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.80%
  • Turnover 33%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ERBIX

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

People Pillar

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

A flexible, macro-driven approach to global equities.

Senior Analyst

Summary

| by Megan Pacholok

A stable and seasoned team drives Eaton Vance Richard Bernstein Equity’s sensible macro-oriented approach, supporting a Morningstar Analyst of Bronze for its cheapest share class. The two pricier shares maintain a Neutral rating.

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