ERBAX Mutual Fund
ERBAX Mutual Fund
ERBAX Mutual Fund
Eaton Vance Equity Strategy Fund Class A
ERBAX Mutual Fund Overview
ERBAX Mutual Fund (Eaton Vance Equity Strategy Fund Class A) is managed by Eaton Vance with $162.7M in net assets. ERBAX expense ratio is 1.12%, holding 245 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2010-10-12.
ERBAX performance shows a YTD return of 11.31%. The 1-year return is 20.71% and the 5-year return is 7.09%. ERBAX dividend yield stands at 15.91%, paid annually.
ERBAX top holdings include Ishares Core Msci Emerging Mar (5.4%), Nvidia Corp (4.9%), Apple, Inc (3.9%), Microsoft Corp (3.3%), Amazon.Com Inc (2.8%). Go to all ERBAX holdings, ERBAX sectors, or ERBAX dividends.
ERBAX can be compared against other funds. Use ERBAX overlap to find shared positions, or ERBAX vs another fund for a side-by-side view. ERBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.