ERSTX Mutual Fund
ERSTX Mutual Fund
Eaton Vance Large-Cap Value Fund Class R
ERSTX Mutual Fund Overview
ERSTX Mutual Fund (Eaton Vance Large-Cap Value Fund Class R) is managed by Eaton Vance with $67.7M in net assets. ERSTX expense ratio is 1.27%, holding 63 positions across sectors including Financials, Unknown, Industrials. Inception date: 2004-02-18.
ERSTX performance shows a YTD return of 12.45%. The 1-year return is 21.79% and the 5-year return is 9.11%. ERSTX dividend yield stands at 5.11%, paid quarterly.
ERSTX top holdings include Amazon.Com Inc (3.4%), Exxon Mobil Corp (3.2%), Bank Of America Corp (2.9%), 'alphabet Inc., Class 'a'' (2.9%), Charles Schwab Corp. (2.7%). View all ERSTX holdings, sector breakdown, or dividend history.
ERSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ERSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.