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Eaton Vance Richard Bernstein Eq Strat I ERBIX

Analyst rating as of
NAV / 1-Day Return
16.21  /  0.25 %
Total Assets
756.5 Mil
Adj. Expense Ratio
1.020%
Expense Ratio
1.020%
Fee Level
High
Longest Manager Tenure
11.73 years
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
2.28%
Turnover
31%

Morningstar’s Analysis

Will ERBIX outperform in future?

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

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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