Advertisement
Skip to Content
Morningstar

Eaton Vance Special Equities A EVSEX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis EVSEX

Will EVSEX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVSEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EVSEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of EVSEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

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.

Unlock our full analysis with Morningstar Investor