EHSTX : Eaton Vance Large-Cap Value Fund Class A

EHSTX is a US Stocks Market Large Value with HIGH fees.

EHSTX

Eaton Vance Large-Cap Value Fund Class A

FI Score

46 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

46% FI Score
  • ehstx
  • Mutual Fund
  • US Stocks
  • Large Value

Eaton Vance Large-Cap Value Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies (the "80% Policy"). The portfolio managers generally consider large-cap companies to be those companies having market capitalizations within the range of companies included in the Russell 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization equal to or greater than the median market capitalization of companies included in such index.

Largest Holdings

Amount Holding
4.62% Berkshire Hathaway Inc Class B
4.11% Verizon Communications Inc
3.41% The Walt Disney Co
3.21% Johnson & Johnson
3.00% Bank of America Corp
2.84% Mondelez International Inc Class A
2.75% Medtronic PLC
2.67% NextEra Energy Inc
2.52% Procter & Gamble Co
2.31% Chevron Corp
2.09% PNC Financial Services Group Inc
1.99% Allstate Corp
1.94% Abbott Laboratories
1.89% Phillips 66
1.87% Cognizant Technology Solutions Corp A
1.86% Goldman Sachs Group Inc
1.80% Sanofi SA
1.74% Bristol-Myers Squibb Company
1.67% ConocoPhillips
1.67% GlaxoSmithKline PLC ADR
1.66% Edison International
1.64% JPMorgan Chase & Co
1.49% Eaton Corp PLC
1.48% Truist Financial Corp
1.47% PepsiCo Inc

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