ERBIX Mutual Fund
ERBIX Mutual Fund
ERBIX Mutual Fund
Eaton Vance Equity Strategy Fund Class I
ERBIX Mutual Fund Overview
ERBIX Mutual Fund (Eaton Vance Equity Strategy Fund Class I) is managed by Eaton Vance with $422.5M in net assets. ERBIX expense ratio is 0.87%, holding 245 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2010-10-12.
ERBIX performance shows a YTD return of 8.68%. The 1-year return is 20.21% and the 5-year return is 8.77%. ERBIX dividend yield stands at 16.55%, paid annually.
ERBIX 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 ERBIX holdings, ERBIX sectors, or ERBIX dividends.
ERBIX can be compared against other funds. Use ERBIX overlap to find shared positions, or ERBIX vs another fund for a side-by-side view. ERBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.