Eaton Vance Richard Bernstein Eq Strat A (ERBAX)
* As of 31-Jul-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|MSCI Emerging Market Index Future Sept15||5.93||N/A|
|S&P500 Emini Fut Sep15||5.30||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.26%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||67|
|% Rank in Category (ytd):||5.32%|
|Morningstar Risk Rating:||2|
The investment seeks total return.
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and derivative instruments that provide exposure to equity securities (the "80% Policy"). 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 frontier markets. View More