EIERX Rating, Research - Eaton Vance Lg Cap Core Research I

Eaton Vance Lg Cap Core Research I (eierx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 182

Threats + Weaknesses = 138

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eierx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Lg Cap Core Research I (EIERX) Description: EIERX is a mutual fund, which is an investment that owns a basket of assets. The EIERX mutual fund was provided by Eaton Vance and this investment vehicle derives the majority of its value from equity holdings (stocks). Eaton Vances mutual fund has a medium management tenure and is in the small fund size classification. EIERXs minimum initial investment amount is $250000 while the IRA minimum is $0. EIERXs expense ratio is roughly 1%. The latest EIERXs front end load was 0% and the back end load was 0%. The Eaton Vance Lg Cap Core Research I (EIERX) mutual fund falls under the large-cap mixed category. EIERX focuses its investments in USA and EIERX is not affiliated with a particular industry or fund sector. The Eaton Vance Lg Cap Core Research I (EIERX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EIERXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EIERXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in equity securities (see equity research), principally common and preferred stocks (see stock research), of U.S. companies with market capitalizations of at least $1 billion and considered to have above average prospects for growth. It may invest up to 20% of assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.

Management Analysis Update

Performance Analysis Update