Morningstar

Eaton Vance Stock Fund Class C ECERX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $21.47  /  +0.66 %
  • Fund Size $100.4M
  • Adjusted Expense Ratio 1.730%
  • Net Expense Ratio 1.730%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis ECERX

Will ECERX outperform in the 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 ECERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ECERX 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 ECERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Stock C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ECERX

More ECERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.50 74M
Technology

Microsoft Corp

6.67 52M
Technology

Alphabet Inc Class C

6.29 49M
Communication Services

Amazon.com Inc

5.23 41M
Consumer Cyclical

Apple Inc

5.21 40M
Technology

Broadcom Inc

3.98 31M
Technology

JPMorgan Chase & Co

3.25 25M
Financial Services

Visa Inc Class A

2.85 22M
Financial Services

Coca-Cola Co

2.70 21M
Consumer Defensive

Eli Lilly and Co

2.69 21M
Healthcare

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