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.
- NAV / 1-Day Return 24.22 / 0.70 %
- Total Assets 56.3 Mil
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Adj. Expense Ratio
- 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?
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