Back to top
Eaton Vance Large-cap Core Research Fd Cl C: (MF: ECERX)
(NASDAQ Mutual Funds) As of Nov 6, 2025 04:34 PM ET
$21.60 USD
-0.21 (-0.96%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.47 | 58 |
| 3 months | 4.24 | 72 |
| 6 months | 16.99 | 51 |
| 1 Year | 12.89 | 51 |
| 3 Year | 23.42 | 36 |
| 5 Year | 14.34 | 39 |
| 10 Year | 13.36 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 11.76 |
| 5 Year | 14.33 |
| 10 Year | 13.37 |
| Since Inception | 12.50 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.57 | 12.22 | 4.24 | NA |
| 2024 | 12.92 | 6.48 | 5.46 | 2.18 |
| 2023 | 5.53 | 7.28 | -2.78 | 11.86 |
| 2022 | -4.90 | -15.03 | -4.26 | 6.66 |
| 2021 | 3.83 | 8.82 | -1.40 | 9.37 |
| 2020 | -19.61 | 21.52 | 8.95 | 10.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.47 | 29.58 | 23.12 | -17.48 | 21.84 | 17.35 | 34.02 | -6.66 | 18.93 | 6.01 | 3.73 |
| % Total Return Rel to Index | -4.35 | 4.56 | -3.12 | 0.72 | -6.83 | -1.05 | 2.53 | -2.27 | -2.85 | -5.92 | 2.34 |
| % Total Return Rel to Peer | -0.81 | 10.19 | 0.12 | 2.21 | -0.21 | -2.56 | 5.59 | 0.19 | -1.74 | -1.80 | 5.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 3.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.01 | 0.02 | 0.03 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.06 | 0.15 | 0.21 | 0.08 |
| Capital Gains ($) | 0.00 | 3.09 | 3.16 | 2.37 | 2.82 | 0.39 | 0.65 | 1.61 | 1.19 | 0.31 | 1.12 |
| Expense Ratio | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.73 | 1.80 |
* 1 = Top 20%, 5 = Bottom 20%