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Morningstar

Eaton Vance Stock A EAERX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 18.24  /  0.16 %
  • Total Assets 74.3 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 44%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis EAERX

Will EAERX 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 EAERX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EAERX 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 EAERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Eaton Vance Stock A'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 second-highest quintile among peers.

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