Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) Research
Under ordinary circumstances, the fund commits a minimum of 80% of its net assets (inclusive of any capital acquired through borrowing for investment purposes) to equity securities or financial instruments that offer exposure to the equity markets. Up to 20% of its portfolio may be strategically allocated to fixed-income instruments, which can include debt securities rated below investment grade or unrated equivalents (commonly referred to as 'junk' bonds), other types of fixed or floating-rate income-generating assets, and/or various currencies. Moreover, the fund faces no limitations on the proportion of its assets it may invest in foreign securities from companies domiciled in developed, emerging, or frontier market economies globally.
Market snapshot
- Symbol
- ERBIX
- Price
- $20.27
- Day change
- +1.30%
- Market cap
- $587.8M
- 52-week range
- 17.11-21.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Eaton Vance RBA Equity Strategy Fd Cl A (ERBAX)
- AMG GW&K Small Cap Core Fund Class I (GWEIX)
- AMG GW&K Small Cap Core Fund Class N (GWETX)
- Thrivent High Yield S (LBHIX)
- BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)
- PIMCO StocksPLUS Small Fund Class A (PCKAX)
- PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z (PDEZX)
- PIMCO StocksPLUS Small Fund Class INSTL (PSCSX)
Open Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.