EIFVX : Eaton Vance Focused Value Opportunities Fund Class I

EIFVX is a US Stocks Market Large Value with MODERATE fees.

EIFVX

Eaton Vance Focused Value Opportunities Fund Class I

FI Score

40 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

40% FI Score
  • eifvx
  • Mutual Fund
  • US Stocks
  • Large Value

Eaton Vance Focused Value Opportunities Fund Class I

Expenses: 0.80% (Better than 1% 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 primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. The portfolio managers generally consider large-cap companies to be those companies having market capitalizations equal to or greater than the median capitalization of companies included in the Russell 1000® Value Index.

Largest Holdings

Amount Holding
4.61% Verizon Communications Inc
4.56% Johnson & Johnson
4.22% Bank of America Corp
3.92% The Walt Disney Co
3.89% Medtronic PLC
3.44% NextEra Energy Inc
3.24% Bristol-Myers Squibb Company
3.21% Mondelez International Inc Class A
2.99% Allstate Corp
2.91% Goldman Sachs Group Inc
2.86% Sanofi SA
2.83% Phillips 66
2.82% PNC Financial Services Group Inc
2.56% Truist Financial Corp
2.54% Cognizant Technology Solutions Corp A
2.49% CubeSmart
2.45% Ingersoll Rand Inc
2.39% ConocoPhillips
2.39% CMS Energy Corp
2.38% Huntington Ingalls Industries Inc
2.37% Edison International
2.37% Packaging Corp of America
2.33% General Mills Inc
2.19% Constellation Brands Inc A
2.17% Rio Tinto PLC ADR

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo