ERSTX Mutual Fund
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, Industrials, Health Care. Inception date: 2004-02-18.
ERSTX performance shows a YTD return of 17.87%. The 1-year return is 26.38% and the 5-year return is 9.80%. ERSTX dividend yield stands at 4.93%, paid quarterly.
ERSTX top holdings include Amazon.Com Inc (3.4%), Exxon Mobil Corp. (3.2%), Bank Of America Corp (2.9%), Alphabet Inc Common Stock USD 0.001 (2.9%), Schwab Strategic T (2.7%). Go to all ERSTX holdings, ERSTX sectors, or ERSTX dividends.
ERSTX can be compared against other funds. Use ERSTX overlap to find shared positions, or ERSTX vs another fund for a side-by-side view. ERSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.