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Eaton Vance Richard Bernstein Equity Strategy Fund Class I (ERBIX)
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Type:
Fund
Market:
United States
Issuer:
Eaton Vance
Underlying:
MSCI ACWI Net USD
Asset Class:
Equity
Eaton Vance Richard Bernstein Eq Strat I
18.04
-0.06
-0.33%
- Overview
- Profile
- Historical Data
- Holdings
ERBIX Overview
On this page you'll find an in-depth profile of Eaton Vance Richard Bernstein Equity Strategy Fund Class I. Learn about the key management, total assets, investment strategy and contact information of ERBIX among other information.
Investment Strategy
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and derivative instruments that provide exposure to equity securities. It may invest up to 20% of its net assets in fixed-income securities, including securities rated below investment grade and comparable unrated securities ("junk"); other fixed and floating-rate income instruments; and/or in currencies. The fund may invest an unlimited amount of its assets in foreign securities issued by companies domiciled in developed or emerging market countries including frontier markets.
Contact Information
Address
Two International Place
Boston,MA 02110
United States
Boston,MA 02110
United States
Phone
+1 8008362414
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Dan Suzuki | Deputy CIO | 2021 | Now |
| Biography | Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors. | ||
| Henry Timmons | Portfolio Manager | 2017 | Now |
| Biography | Henry Timmons is the senior quantitative analyst at Richard Bernstein Advisors LLC. Mr. Timmons is responsible for asset allocation, portfolio construction, risk management and ETF research. Before joining RBA, Mr. Timmons was a portfolio manager and quantitative analyst at Grantham, Mayo, Van Otterloo & Co. LLC. While at GMO, Mr. Timmons evaluated quantitative and fundamental sources of alpha as potential inputs to the investment process, while assisting in constructing and managing portfolios. Prior to GMO, Mr. Timmons was a management consultant at PricewaterhouseCoopers LLP, where he designed forecasting models improving supply-chain management processes for various clients. Henry holds a BS in mechanical engineering and an MEng in systems engineering and engineering management from Cornell University, and an MBA in finance from Cornell University's SC Johnson College of Business. He is a Chartered Financial Analyst® charterholder. | ||
| Matthew Griswold | Portfolio Manager | 2017 | Now |
| Biography | Before joining RBA, Mr. Griswold was a vice president and portfolio manager at State Street Global Advisors, with responsibility for the design, execution and evaluation of both new and existing global investment strategies. His extensive portfolio management experience spans most major asset classes and includes both quantitative and fundamental investment disciplines. For almost 20 years, Matt assumed a wide variety of leadership positions within State Street in areas of portfolio construction, research, performance measurement, risk analysis, mutual fund administration and client service. | ||
| Richard Bernstein | CEO | 2010 | Now |
| Biography | Richard Bernstein is the CEO and CIO (Chief Investment Officer) of Richard Bernstein Advisors (RBA), which he founded in 2009. Prior to RBA, Mr. Bernstein was Chief Investment Strategist (2006-2009) and Chief U.S. Strategist (2001-2006) at Merrill Lynch & Co. Mr. Griswold is the Director of Investments at RBA (since 2010). . A much-noted expert on style investing and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”. | ||
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