ERBIX Mutual Fund

ERBIX Mutual Fund (Eaton Vance Equity Strategy Fund Class I) is managed by Eaton Vance with $402.6M in net assets. ERBIX expense ratio is 0.87%, holding 250 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2010-10-12.

ERBIX performance shows a YTD return of 7.54%. The 1-year return is 9.99% and the 5-year return is 8.01%. ERBIX dividend yield stands at 1.11%, paid annually.

ERBIX top holdings include Ishares Core Msci Emerging Mar (5.0%), NVIDIA Corp (5.0%), Microsoft Corp (3.8%), Apple Inc (3.6%), Cash offset for Long Futures (3.1%). 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.