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Eaton Vance Special Equities A EVSEX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 24.22  /  0.70 %
  • Total Assets 56.3 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

Morningstar’s Analysis EVSEX

Will EVSEX outperform in future?

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

Summary

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Eaton Vance Special Equities 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-costliest quintile among peers.

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