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.
Eaton Vance Richard Bernstein Eq Strat I ERBIX
NAV / 1-Day Return
18.48
/
1.37
%
Total Assets
912.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.020%
Expense Ratio
1.020%
Fee Level
High
Longest Manager Tenure
11.30
years
Category
World Large-Stock Blend
Investment Style
Large BlendMin. Initial Investment
250,000
Status
Open
TTM Yield
1.95%
Turnover
31%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Respectable rather than exceptional.
