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 $166.9M in net assets. ERBAX expense ratio is 1.12%, holding 252 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2010-10-12.
ERBAX performance shows a YTD return of 10.27%. The 1-year return is 22.80% and the 5-year return is 7.16%. ERBAX dividend yield stands at 16.06%, paid annually.
ERBAX top holdings include Ishares Core MSCI Emerging Markets ETF (5.2%), Nvidia Corp (4.1%), Apple Inc (3.7%), State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio (3.5%), Microsoft Corp 4.100 Feb 06 37 (2.9%). View all ERBAX holdings, sector breakdown, or dividend history.
ERBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ERBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.