Eaton Vance Equity Strategy FundERBAX
Type
Mutual fund
Peer group
Global equity
Net assets
$576.3M
Expense ratio
1.12%
1-year return
+21.8%
3 years, a year
+16.7%
5 years, a year
+9.4%
Holdings
252
What it aims to do.
The Funds investment objective is to seek total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Core MSCI Emerging Markets ETF | 5.24% |
| NVDA NVIDIA Corp | 4.12% |
| AAPL Apple Inc | 3.74% |
| State Street Global Advisors | 3.51% |
| MSFT Microsoft Corp | 2.89% |
| Morgan Stanley & Co. LLC | 2.54% |
| AMZN Amazon.com Inc | 2.02% |
| GOOGL Alphabet Inc | 1.97% |
| iShares MSCI Brazil ETF | 1.88% |
| META Meta Platforms Inc | 1.57% |
More on ERBAX.
- ERBAX overview
- ERBAX holdings
- ERBAX risk
- ERBAX costs
- ERBAX money in and out
- ERBAX share classes
- Compare ERBAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.