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, Information Technology, Health Care. Inception date: 2004-02-18.
ERSTX performance shows a YTD return of 20.09%. The 1-year return is 26.73% and the 5-year return is 9.86%. ERSTX dividend yield stands at 4.83%, paid quarterly.
ERSTX top holdings include Amazon.Com Inc (8.2%), Apple, Inc (3.5%), Cisco Systems Inc. - Ordinary Shares (2.7%), Reinsurance Group of America, Incorporated (2.7%), Bank of America Corp.: Financials (2.6%). 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.