ERBAX : Eaton Vance Richard Bernstein Equity Strategy Fund Class A

ERBAX is a Allocation Market Total World with HIGH fees.

ERBAX

Eaton Vance Richard Bernstein Equity Strategy Fund Class A

FI Score

42 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

Similar Funds

We found 633 Allocation Total World funds. Here they are ordered by FI Score.

Compare ERBAX vs WGGNX

33% FI Score
  • wggnx
  • Mutual Fund
  • Allocation
  • Total World

William Blair Global Leaders Fund Class N

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs TFIV

33% FI Score
  • tfiv
  • ETF
  • Allocation
  • Total World

Global X TargetIncome 5 ETF

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs MGLBX

33% FI Score
  • mglbx
  • Mutual Fund
  • Allocation
  • Total World

Marsico Global Fund

Expenses: 1.41% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs EVGBC

33% FI Score
  • evgbc
  • ETF
  • Allocation
  • Total World

Eaton Vance Global Income Builder NextShares

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs HRLAX

33% FI Score
  • hrlax
  • Mutual Fund
  • Allocation
  • Total World

Hartford Global Real Asset Fund Class A

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs UGEIX

33% FI Score
  • ugeix
  • Mutual Fund
  • Allocation
  • Total World

USAA Global Equity Income Fund Fund Shares

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs PGMAX

33% FI Score
  • pgmax
  • Mutual Fund
  • Allocation
  • Total World

PIMCO Global Core Asset Allocation Fund Class A

Expenses: 1.58% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs FMIEX

33% FI Score
  • fmiex
  • Mutual Fund
  • Allocation
  • Total World

Wasatch Global Value Fund™ Investor Class Shares

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs MGQIX

33% FI Score
  • mgqix
  • Mutual Fund
  • Allocation
  • Total World

Morgan Stanley Institutional Fund, Inc. Global Sustain Portfolio Class I

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs ECDIX

33% FI Score
  • ecdix
  • Mutual Fund
  • Allocation
  • Total World

Eaton Vance Tax-Managed Global Dividend Income Fund Class C

Expenses: 1.97% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs TEQCX

33% FI Score
  • teqcx
  • Mutual Fund
  • Allocation
  • Total World

Touchstone Global ESG Equity Fund - Class C

Expenses: 1.99% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs MCGCX

33% FI Score
  • mcgcx
  • Mutual Fund
  • Allocation
  • Total World

BlackRock Advantage Global Fund, Inc.Investor C Shares

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs MCRO

33% FI Score
  • mcro
  • ETF
  • Allocation
  • Total World

IQ Hedge Macro Tracker ETF

Expenses: 0.69% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs DAYFX

33% FI Score
  • dayfx
  • Mutual Fund
  • Allocation
  • Total World

AlphaSimplex Multi-Asset Fund Class Y

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs GPROX

33% FI Score
  • gprox
  • Mutual Fund
  • Allocation
  • Total World

Grandeur Peak Global Reach Fund Investor Class

Expenses: 1.52% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs NGLAX

32% FI Score
  • nglax
  • Mutual Fund
  • Allocation
  • Total World

Neuberger Berman Global Allocation Fund Class A

Expenses: 0.84% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs PQIZX

32% FI Score
  • pqizx
  • Mutual Fund
  • Allocation
  • Total World

PIMCO Dividend and Income Fund Class A

Expenses: 1.30% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs ARTHX

32% FI Score
  • arthx
  • Mutual Fund
  • Allocation
  • Total World

Artisan Global Equity Fund Investor Class

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs SGIFX

32% FI Score
  • sgifx
  • Mutual Fund
  • Allocation
  • Total World

Crossmark Steward Global Equity Income Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare ERBAX vs TMUIX

32% FI Score
  • tmuix
  • Mutual Fund
  • Allocation
  • Total World

Transamerica Global Equity Class I

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

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

© 2025   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