About ECSTX
Eaton Vance Large-Cap Value Fund Class C is a mutual fund focused on large-cap value investing within the United States equity market. The fund seeks to provide total return by primarily investing at least 80% of its net assets in equity securities of large-cap companies, which are defined as firms with market capitalizations similar to those in the Russell 1000 Value Index. Its portfolio typically features 60–80 holdings, favoring companies that exhibit high returns on invested capital, robust free cash flow yield, and low debt-to-capital ratios. The strategy emphasizes identifying stocks that are mispriced, out of favor, or misunderstood by the market, utilizing a rigorous, bottom-up, fundamental research approach and a team-oriented investment process. Key sector exposures include healthcare, financials, and industrials, with a tilt toward dividend-paying stocks. As one of the oldest funds in the U.S., dating back to 1931, it plays a notable role in the large-cap value segment by offering investors diversified access to established companies generally considered undervalued relative to their intrinsic worth.
Fund Family Eaton Vance
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol ECSTX
Index Russell 1000 Value TR
ECSTX had a total return of 15.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.35%.
