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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 18.93 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.7% |
| 1 Year | 18.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund normally invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization. It may invest up to 25% of its total assets in foreign securities and may also invest in dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market. The fund may invest up to 10% of its net assets in real estate investment trusts and may lend its securities.
Fees
Fees are Low compared to funds in the same category.
Eaton Vance Large-Cap Focused Value Fd has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
