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Eaton Vance Richard Bernstein Eq Strat A (ERBAX)

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Eaton Vance Richard Bernstein Eq Strat A

Eaton Vance Growth TrustTwo International PlaceBoston, MA 02110
Management Information
Richard Bernstein,Lead Manager since October 11, 2010
Richard Bernstein is the CEO and CIO of Richard Bernstein Advisors (RBA), which he founded in 2009. Prior to RBA, Rich served as Chief Investment Strategist at Merrill Lynch. A much-noted expert on style investing and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyEaton Vance
Net Assets905.99M
YTD Return11.91%
Morningstar Rating★★★
Inception DateOct 11, 2010

Fund Operations

Last Dividend0.12
Last Cap Gain0.00
Holdings Turnover57.00%
Average for CategoryN/A

Fees & Expenses

ExpenseERBAXCategory Average
Annual Report Expense Ratio (net)1.26%1.18%
Prospectus Net Expense Ratio1.26%N/A
Prospectus Gross Expense Ratio1.26%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.25%
Max Deferred Sales LoadN/A1.68%
3 Yr Expense Projection952N/A
5 Yr Expense Projection1,227N/A
10 Yr Expense Projection2,010N/A