EAERX – Eaton Vance Stock A Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity securities. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EIERX	Eaton Vance Stock Fund Institutional Class	Institutional	Open			Sep 3, 2008	$28.86M	0.730%	Above Average	$1M	−$3.26M
EAERX	Eaton Vance Stock Fund Class A	Front Load	Open			Nov 1, 2001	$68.22M	0.980%	Average	$1,000	−$9.51M
ECERX	Eaton Vance Stock Fund Class C	Level Load	Open			Oct 1, 2009	$3.29M	1.730%	Average	$1,000	−$1.25M

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