About EAERX
Eaton Vance Stock Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in a diversified portfolio of primarily U.S. large-cap equities. The fund employs a research-intensive investment approach, emphasizing companies with consistent earnings growth and strong business franchises. A core equity holding, it leverages the collective expertise of a seasoned investment team to select stocks and make active sector allocation decisions, leading to a performance profile closely benchmarked to the S&P 500 Index. The portfolio is well-diversified across major economic sectors, with significant allocations to information technology, financials, healthcare, and industrials. As of the latest available data, top holdings include industry leaders such as Apple, Microsoft, Nvidia, Amazon, and Alphabet. The fund maintains a concentrated portfolio, typically holding around 55 positions, and is designed to provide investors with foundational exposure to the U.S. equity market. With annual distributions and a long track record since its inception in 2001, Eaton Vance Stock Fund Class A is recognized for its disciplined, research-driven approach to core equity investing.
Fund Family Eaton Vance
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EAERX
Share Class Class A
Index S&P 500 TR
EAERX had a total return of 6.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.75%.
