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Eaton Vance Equity Strategy Fund Class I: (MF: ERBIX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 07:06 PM ET

$20.24 USD

-0.22 (-1.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for ERBIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Eaton Vance Equity Strategy I ERBIX NA NA 0.00 0.00 0.74 0.85

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Eaton Vance RichBer Equity Str A ERBAX 20.41 3/3/2011 0.70 20.71 16.28 8.48
Eaton Vance RichBer Equity Str C ERBCX 19.78 1/25/2011 0.00 19.81 15.46 7.68
Eaton Vance RichBer Equity Str I ERBIX 20.24 2/25/2011 0.93 21.00 16.56 8.73

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Eaton Vance Equity Strategy I ERBIX 1000000 0 0 A

Contact Information

Family Eaton Vance
Address One Post Office Square
Boston, MA 02109
Phone 800 262-1122