Eaton Vance Richard Bernstein Eq Strat A (ERBAX)
* As of 30-Sep-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Vanguard Energy ETF||1.71||25.47|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.32%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||61|
|% Rank in Category (ytd):||5.28%|
|Morningstar Risk Rating:||1|
The investment seeks total return.
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities and derivative instruments that provide exposure to equity securities. It may invest up to 20% of its net assets in fixed-income securities, including securities of any rating or that are unrated and/or in currencies. The fund may invest an unlimited amount of its assets in foreign securities located in developed or emerging market countries, including securities trading in the form of depositary receipts. View More