Skip to Content

Eaton Vance Rich Bern All Asst Strat I EIRAX

Analyst rating as of
NAV / 1-Day Return
13.37  /  0.45 %
Total Assets
620.9 Mil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Fee Level
Average
Longest Manager Tenure
11.16 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.32%
Turnover
70%

Morningstar’s Fund Analysis EIRAX

Will EIRAX outperform in future?

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

A stable team consistently implements a research-heavy macro approach.

Summary

|

Eaton Vance Richard Bernstein All Asset Strategy’s experienced team of skilled macroeconomic investors manage this strategy’s thoughtful top-down approach, supporting a Morningstar Analyst of Bronze for its cheapest share class. Its two pricier shares are rated Neutral.

Unlock our full analysis with Morningstar Investor