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 AGLOX

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

Ariel Global Fund Investor Class

Expenses: 1.13% (Better than 1% of similar funds)

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

Compare ERBAX vs CSRCX

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

Columbia Global Dividend Opportunity Fund Class C

Expenses: 2.00% (Better than 0% of similar funds)

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

Compare ERBAX vs EKGYX

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

Wells Fargo Global Small Cap Fund Class Admin

Expenses: 1.40% (Better than 0% of similar funds)

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

Compare ERBAX vs DVFAX

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

Cohen & Steers Alternative Income Fund Class A

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 AGLCX

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

American Century Focused Global Growth Fund C Class

Expenses: 2.07% (Better than 0% of similar funds)

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

Compare ERBAX vs APPLX

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

Appleseed Fund Investor Share

Expenses: 1.14% (Better than 1% of similar funds)

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

Compare ERBAX vs BGLBX

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

BMO Global Low Volatility Equity Fund Class I

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 MWOCX

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

MFS Global Growth Fund Class C

Expenses: 2.07% (Better than 0% of similar funds)

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

Compare ERBAX vs GLVCX

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

Invesco Oppenheimer Global Focus Fund Class C

Expenses: 2.01% (Better than 0% of similar funds)

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

Compare ERBAX vs LSGGX

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

Loomis Sayles Global Growth Fund Class Y

Expenses: 1.01% (Better than 1% of similar funds)

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

Compare ERBAX vs GXSCX

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

Goldman Sachs Satellite Strategies Portfolio Class C

Expenses: 1.31% (Better than 0% of similar funds)

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

Compare ERBAX vs SSGMX

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

State Street Defensive Global Equity Fund Class I

Expenses: 0.79% (Better than 1% of similar funds)

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

Compare ERBAX vs FSBBX

31% FI Score
  • fsbbx
  • Mutual Fund
  • Allocation
  • Total World

Federated Global Allocation Fund Class B Shares

Expenses: 1.96% (Better than 0% of similar funds)

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

Compare ERBAX vs FPRAX

31% FI Score
  • fprax
  • Mutual Fund
  • Allocation
  • Total World

FPA Paramount Fund

Expenses: 1.29% (Better than 0% of similar funds)

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

Compare ERBAX vs RAPAX

31% FI Score
  • rapax
  • Mutual Fund
  • Allocation
  • Total World

Cohen & Steers Real Assets Fund Inc Class A

Expenses: 1.15% (Better than 0% of similar funds)

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

Compare ERBAX vs GICPX

31% FI Score
  • gicpx
  • Mutual Fund
  • Allocation
  • Total World

Gabelli Global Growth Fund Class AAA

Expenses: 1.22% (Better than 0% of similar funds)

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

Compare ERBAX vs DEQCX

31% FI Score
  • deqcx
  • Mutual Fund
  • Allocation
  • Total World

BNY Mellon Global Equity Income Fund - Class C

Expenses: 1.91% (Better than 0% of similar funds)

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

Compare ERBAX vs RGCEX

31% FI Score
  • rgcex
  • Mutual Fund
  • Allocation
  • Total World

Columbia Select Global Equity Fund Class C

Expenses: 2.06% (Better than 0% of similar funds)

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

Compare ERBAX vs EKGAX

31% FI Score
  • ekgax
  • Mutual Fund
  • Allocation
  • Total World

Wells Fargo Global Small Cap Fund Class A

Expenses: 1.53% (Better than 0% of similar funds)

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

Compare ERBAX vs FGILX

31% FI Score
  • fgilx
  • Mutual Fund
  • Allocation
  • Total World

Fidelity® Global Equity Income Fund

Expenses: 1.08% (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