| 7.43 Net Asset Value | +0.54% 1 Day | +5.99% Year-to-Date | Overall Morningstar Rating |
| Long/short equity Style or Category | No Load Sales Expenses | 2.49% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -1.13% | 3 years | +2.54% | |
| 3 months | +1.95% | 5 years | +0.57% | |
| 1 year | +8.79% | Since inception | +0.71% |
| EROCX | Category | |
|---|---|---|
| Performance 5-yr return | +0.57% | +2.46% |
| Expense ratio | 2.49% | 1.95% |
| Risk 5 year sharpe ratio | 0.02 | 0.19 |
| Net assets | $38.8M | $410.0M |
| Average market cap | $74.0B | $32.1B |
| Average P/E | 17.3 | 16.9 |
| Portfolio turnover | 37% | 37% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Eaton Vance |
| Fund manager & tenure | Walter Row, III / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.04% |
| Financial service | 13.75% |
| Energy | 13.17% |
| Healthcare | 10.90% |
| Consumer goods | 10.39% |
| GOOG Google, Inc. Class A | 2.80% |
| GILD Gilead Sciences Inc | 2.70% |
| IBM International Business Machines Corp | 2.62% |
| AAPL Apple Inc | 2.58% |
| WFC Wells Fargo & Co | 2.29% |
| MSFT Microsoft Corporation | 2.20% |
| AMZN Amazon.com Inc | 2.13% |
| HAL Halliburton Company | 2.05% |
| PFE Pfizer Inc | 2.01% |
| ACN Accenture PLC | 1.92% |
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