EIRAX – Fund Analysis – Eaton Vance Rich Bern All Asst Strat I | Morningstar

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Will EIRAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EIRAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the EIRAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of EIRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sensible strategy that can be challenged by rapidly shifting markets.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

An experienced team of allocators shepherds the macroeconomic approach of Eaton Vance Richard Bernstein All Asset Strategy. Though the approach is sensible and research-driven, it can be caught off guard by quickly moving markets. As a result, the Process rating has been downgraded to Average from Above Average.

by Vedran Beogradlija

Rated on Jul 5, 2024 Published on Jul 5, 2024

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