EAERX Mutual Fund
EAERX Mutual Fund
EAERX Mutual Fund
Eaton Vance Stock Fund Class A
EAERX Mutual Fund Overview
EAERX Mutual Fund (Eaton Vance Stock Fund Class A) is managed by Eaton Vance with $69.7M in net assets. EAERX expense ratio is 0.98%, holding 1 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2001-11-01.
EAERX performance shows a YTD return of 7.31%. The 1-year return is 11.36% and the 5-year return is 11.18%. EAERX dividend yield stands at 8.34%, paid annually.
EAERX top holdings include Nvidia Corp (8.6%), Alphabet Inc. C (6.7%), Apple, Inc (6.2%), Microsoft Corp (6.1%), Amazon.Com Inc (5.5%). Go to all EAERX holdings, EAERX sectors, or EAERX dividends.
EAERX can be compared against other funds. Use EAERX overlap to find shared positions, or EAERX vs another fund for a side-by-side view. EAERX alternatives are available via the screener, along with tax-loss harvesting opportunities.