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EARAX Eaton Vance Rich Bern All Asst Strat A

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Fund EARAX Eaton Vance Rich Bern All Asst Strat A
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FeeX did not find any alternative funds with lower fees and better past returns. You can change the returns filter above to search for more options.
Annual Fees
(1.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 6.73%
3 YR 2.91%
5 YR 5.89%
10 YR --
The investment seeks total return. The fund has flexibility to allocate its assets in markets around the world and among various asset classes, including equity, fixed-income, commodity, currency and cash investments. Under normal circumstances, the advisor currently expects to invest 0-75% of its net assets in equity securities, 25-90% in fixed-income securities and other fixed and floating-rate income instruments, 0-25% in commodities (primarily through the use of ETFs that invest in commodities or commodities-related investments) and/or currencies, and 0-25% in cash and cash equivalents. It may also invest in derivatives to obtain such exposures.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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