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Eaton Vance Hedged Stock Fund Class C (EROCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Option writing
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its total assets in a diversified portfolio of common stocks (the "80% Policy"). The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500 Index. It may invest up to 25% of its assets in foreign securities issued by companies domiciled in developed or emerging market countries.


1 month-0.86% 3 years+2.05%
3 months-1.70% 5 years+4.01%
1 year-2.53% Since inception+1.84%
Data through --

Peer Comparisonvs. Option writing

Performance 5-yr return+4.01%+6.49%
Expense ratio2.54%1.52%
Risk 5 year sharpe ratio0.800.98
Net assets$56.8M$289.8M
Average market cap$60.4B$101.4B
Average P/E20.020.5
Portfolio turnover118%118%

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Fund Management and Purchase Info

Fund familyEaton Vance
Fund manager & tenureCharles Gaffney / 1 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.62%
International stock5.35%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.04%
Financial service 13.75%
Energy 13.17%
Healthcare 10.90%
Consumer goods 10.39%
Top 10 Holdings
Portfolio weighting
GOOG Google4.47%
AAPL Apple4.13%
WFC Wells Fargo3.32%
VZ Verizon2.74%
JNJ Johnson & Johnson2.51%
GE General Electric2.50%
UTX United Technologies2.40%
CB Chubb Ltd2.35%
PEP Pepsi2.35%
TWX Time Warner2.32%