About EIRAX
Eaton Vance All Asset Strategy Fund Class I is a globally diversified mutual fund designed to deliver total return through dynamic asset allocation across multiple investment categories. The fund employs a macro-driven, top-down approach to manage exposures in equities, fixed income securities, commodities, and currencies worldwide, allowing for flexible rebalancing and opportunistic shifts based on economic analysis and quantitative models. Led by a team experienced in global macro strategy, it seeks to identify forward-looking market themes that may be overlooked by conventional strategies, emphasizing risk management and diversification. With hundreds of holdings spanning U.S. common stocks, foreign equities, U.S. Treasuries, and securitized mortgages, the fund plays a role in the tactical allocation sector, helping institutional investors and sophisticated asset allocators adapt to rapidly changing market environments. Its moderately conservative allocation makes it suitable for those aiming for balanced participation across global markets while maintaining attention to security-specific and market-wide risks.
Fund Family Eaton Vance
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol EIRAX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
EIRAX had a total return of 10.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.89%.
