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Eaton Vance Rich Bern All Asst Strat I EIRAX

Analyst rating as of
NAV / 1-Day Return
16.07  /  1.29 %
Total Assets
881.4 Mil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
Below Average
Longest Manager Tenure
10.16 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.70%
Turnover
63%
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Morningstar’s Analysis

Will EIRAX outperform in future?

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

Strong resources back a mercurial approach.

Summary

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A tightknit and experienced management team steers Eaton Vance Richard Bernstein All Asset Strategy’s flexible asset allocation with verve. The fund’s two cheapest share classes earn a Morningstar Analyst Rating of Bronze, but the pricier C shares remain at Neutral.

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