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Eaton Vance Richard Bernstein Eq Strat I ERBIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
21.02  /  0.53 %
Total Assets
910.9 Mil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
High
Longest Manager Tenure
10.79 years
Category
World Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.55%
Turnover
29%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:47 PM GMT+00:00

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Morningstar’s Analysis

Will ERBIX outperform in future?

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

Process Pillar

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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

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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

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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.

Analyst

Summary

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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.

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