Eaton Vance Stock Fund

TWO INTERNATIONAL PLACE,
BOSTON , MA, 02110

Rank

Rank Universe

Summary

The fund seeks to appreciate capital in the long term through investing in companies with market leadership and durable earnings profile.

The investment process looks for companies across all market capitalizations that are leading their industries, have earnings durability, financial strength, and are able to grow earnings regardless of the economic or market cycles. The narrow list of a select list companies are monitored for business performance and market valuation.

The fund holds between 50 and 70 stocks and top 10 h

Link

Directors

Mar 8, 2024
  • Cynthia E. Frost
  • Anchal Pachnanda
  • Scott E. Wennerholm
  • George J. Gorman
  • Alan C. Bowser
  • Mark R. Fetting
  • Nancy A. Wiser
  • Keith Quinton
  • Valerie A. Mosley
  • Susan J. Sutherland
  • Marcus L. Smith

Chief Compliance Officer

  • Richard F. Froio

Fund Manager(s)

Price

  • $21.01 ( -3.09 ) Dec 19, 2024 Last Close
  • Net Assets
  • $79.5M
    Feb 2, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 55%
  • Expense Ratio
  • 1.11%

Company Name

Holding

Stock Portfolio 100.02 %
More

Documents

Performance

YTD

12.3%

3 Year

-12.89%

5 Year

10.70%

Best

32.82%

2013

Worst

-32.15%

2008

Alpha

EAERX Russell 1000 Index

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