Skip to Content

Eaton Vance Richard Bernstein Eq Strat I ERBIX

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
  • 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%

Morningstar’s Analysis ERBIX

Will ERBIX outperform in future?

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

A flexible, macro-driven approach to global equities.

Senior Analyst



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.

Unlock our full analysis with Morningstar Investor