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

(NASDAQ Mutual Funds) As of Aug 24, 2026 04:37 PM ET

$20.30 USD

-0.11 (-0.54%)

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 20.47 3/3/2011 0.72 19.92 14.07 8.36
Eaton Vance RichBer Equity Str C ERBCX 19.85 1/25/2011 0.00 19.05 13.26 7.56
Eaton Vance RichBer Equity Str I ERBIX 20.30 2/25/2011 0.95 20.21 14.35 8.62

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