2 / 5 Stars
3 3 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.64 percent over the past year, and 15.39 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||15.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization. It invests primarily in value stocks, which are common stocks that, in the opinion of the investment adviser, are inexpensive or undervalued relative to the overall stock market. The fund generally expects to hold approximately 25 to 45 stocks. It may invest up to 25% of its total assets in foreign securities.
Fees are Low compared to funds in the same category.
Eaton Vance Focused Value Opportunities Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.