ECERX

About ECERX

Eaton Vance Stock Fund Class C is an actively managed mutual fund with a primary focus on long-term capital appreciation through investments in U.S. and select foreign equities. Positioned within the large blend category, the fund employs a research-driven investment approach, leveraging the expertise of a dedicated investment team to identify companies with established earnings growth and strong business franchises. Its portfolio is diversified across key sectors such as information technology, financials, health care, and consumer discretionary, closely mirroring the sector composition of the S&P 500 Index, its benchmark. Notably, the fund’s largest allocations are to major technology firms like Apple, Microsoft, and NVIDIA, reflecting its emphasis on industry leaders with significant market influence. With a moderate turnover and an average market capitalization above $1 trillion, the fund seeks to provide a core equity allocation for investors. Active stock selection and sector allocation are central to its strategy, aiming to deliver competitive returns while managing risk through diversification.