ECERX : Eaton Vance Stock Fund Class C

ECERX is a US Stocks Market Large Blend with HIGH fees.

ECERX

Eaton Vance Stock Fund Class C

FI Score

23 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

23% FI Score
  • ecerx
  • Mutual Fund
  • US Stocks
  • Large Blend

Eaton Vance Stock Fund Class C

Expenses: 1.73% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.

Largest Holdings

Amount Holding
6.57% Microsoft Corp
5.49% Alphabet Inc Class C
5.46% Amazon.com Inc
4.93% Apple Inc
3.43% Facebook Inc A
2.87% Visa Inc Class A
2.71% PepsiCo Inc
2.37% Mondelez International Inc Class A
2.36% Danaher Corp
2.15% Anthem Inc
2.05% Verizon Communications Inc
2.04% Thermo Fisher Scientific Inc
2.03% The Home Depot Inc
2.01% Abbott Laboratories
1.99% Coca-Cola Co
1.91% Fidelity National Information Services Inc
1.88% JPMorgan Chase & Co
1.73% AMETEK Inc
1.72% Bank of America Corp
1.70% Sanofi SA
1.68% Bristol-Myers Squibb Company
1.64% American Tower Corp
1.49% NextEra Energy Inc
1.48% Cisco Systems Inc
1.47% Steel Dynamics Inc

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