About ERSTX
Eaton Vance Large-Cap Value Fund Class R is a mutual fund specializing in large-cap value equity investments. Its primary objective is to achieve total return by investing in a concentrated portfolio of 60–80 established companies that exhibit strong fundamentals, such as high return on invested capital, robust free cash flow yield, and low debt-to-capital ratios. The fund takes a bottom-up, research-driven approach, focusing on identifying leading companies that may be mispriced, out of favor, or misunderstood by the broader market. This disciplined investment process is supported by a team culture emphasizing ownership and active debate, ensuring thorough analysis and risk awareness. Key sectors represented include financials, healthcare, technology, and energy, with notable holdings such as Thermo Fisher Scientific, Charles Schwab, and AbbVie. The fund maintains a long-standing history since 1931, reflecting Eaton Vance’s commitment to navigating various market cycles. With over $1.4 billion in net assets, the fund plays a significant role in the large-cap value segment, serving investors seeking exposure to established, fundamentally sound U.S. companies through a research-intensive and risk-managed strategy.
Fund Family Eaton Vance
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ERSTX
Share Class Class R
Index Russell 1000 Value TR
ERSTX had a total return of 25.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.20%.
