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Eaton Vance Large-Cap Value R ERSTX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 23.57  /  0.67 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.77%
  • Turnover 56%

Morningstar’s Analysis ERSTX

Will ERSTX outperform in future?

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

Summary

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Eaton Vance Large-Cap Value R's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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