Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Eaton Vance Stock A EAERX
- NAV / 1-Day Return 23.62 / +0.81 %
- Total Assets 104.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.980%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.16%
- Turnover 44%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis EAERX
Will EAERX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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