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.
Will ERBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ERBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.