EIRAX Alternatives & Similar Mutual Funds

Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EIRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to EIRAX

EIRAX charges 0.93% annually. There are 18 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.

Symbol	Name	Expense Ratio	AUM	Inception
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	—	Jan 1998	EIRAX vs GOIIX
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	—	Jan 1998	EIRAX vs GIPIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	—	Oct 2003	EIRAX vs PAUIX
COTZX	Columbia Thermostat Fund	0.24%	—	Sep 2002	EIRAX vs COTZX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	—	Aug 2012	EIRAX vs GPIFX

Best Risk-Adjusted Alternatives to EIRAX

EIRAX has a PortfoliosLab risk / return rank of 55. There are 42 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	95	—	Oct 2009	EIRAX vs ASTIX
HSTRX	Hussman Strategic Total Return Fund	95	—	Sep 2002	EIRAX vs HSTRX
PAAIX	PIMCO All Asset Fund	95	—	Nov 2002	EIRAX vs PAAIX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	94	—	Apr 2012	EIRAX vs SIOAX
PASAX	PIMCO All Asset Fund Class A	94	—	Apr 2008	EIRAX vs PASAX

Top Performing EIRAX Alternatives (YTD)

EIRAX is at 6.16% YTD. There are 45 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	43.03%	—	Sep 2019	EIRAX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	33.55%	—	Dec 2016	EIRAX vs MOJOX
TEBRX	Teberg Fund	21.81%	—	Mar 2002	EIRAX vs TEBRX
PDX	PIMCO Dynamic Income Strategy Fund	19.01%	—	Feb 2019	EIRAX vs PDX
CRDBX	Potomac Defensive Bull Fund	18.43%	—	Jun 2020	EIRAX vs CRDBX

Lowest Volatility Alternatives to EIRAX

EIRAX has 9.74% 1-year volatility. There are 36 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.54%	—	Aug 2012	EIRAX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.81%	—	Apr 2012	EIRAX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.83%	—	Jul 2014	EIRAX vs TTIFX
OTRFX	OnTrack Core Fund	4.15%	—	Jan 2013	EIRAX vs OTRFX
HSTRX	Hussman Strategic Total Return Fund	4.31%	—	Sep 2002	EIRAX vs HSTRX

Lowest Drawdown Alternatives to EIRAX

EIRAX has a 1-year max drawdown of -7.73%. There are 50 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	-1.69%	—	Aug 2012	EIRAX vs GPIFX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.11%	—	Jul 2014	EIRAX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-2.34%	—	Apr 2012	EIRAX vs SIOAX
HSTRX	Hussman Strategic Total Return Fund	-2.48%	—	Sep 2002	EIRAX vs HSTRX
ASTIX	Astor Dynamic Allocation Fund	-2.77%	—	Oct 2009	EIRAX vs ASTIX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	46	6.39%	—	Jan 2004	EIRAX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	EIRAX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	57	7.73%	—	Feb 2007	EIRAX vs EXG
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.48%	—	Apr 2009	EIRAX vs ESIIX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Derivative Income, Dividend, Large Cap Growth Equities	4	-1.59%	—	Nov 2006	EIRAX vs ETY
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	90	1.59%	—	Oct 2011	EIRAX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.44%	—	Feb 2013	EIRAX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	78	0.38%	—	Jun 1993	EIRAX vs EIMAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	EIRAX vs EIGMX
EIPCX	Parametric Commodity Strategy Fund Class I	Commodities	85	20.06%	—	May 2011	EIRAX vs EIPCX

Often Compared With EIRAX

Investors most often compare EIRAX with EAIIX, E, ECHIX. These 20 comparison targets span 19 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	97	4.51%	—	Jun 2007	EIRAX vs EAIIX
E	Eni S.p.A.		94	49.82%	—	—	EIRAX vs E
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	51	0.82%	—	Jun 1994	EIRAX vs ECHIX
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	78	10.23%	5.01B	Oct 2023	EIRAX vs GPIX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	51	0.73%	—	Jan 2001	EIRAX vs EIBLX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	90	19.73%	—	Mar 2011	EIRAX vs EIFVX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	24	-0.65%	—	Nov 2009	EIRAX vs EBABX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities, Asia Pacific Equities	4	-4.71%	—	Oct 1992	EIRAX vs EVCGX
EILGX	Eaton Vance-Atlanta Capital Focused Growth	Large Cap Growth Equities	4	-3.98%	—	Apr 2002	EIRAX vs EILGX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	7	0.82%	—	Jul 2007	EIRAX vs ETJ
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	52	-0.91%	—	Jan 2010	EIRAX vs EILTX
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	9	8.46%	—	Jan 1997	EIRAX vs ETEGX
EIISX	Parametric International Equity Fund	Foreign Large Cap Equities	63	10.35%	—	Apr 2010	EIRAX vs EIISX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	70	1.27%	—	Mar 2010	EIRAX vs EIRRX
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	79	5.16%	—	Nov 2009	EIRAX vs EEIIX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	84	19.85%	—	May 2011	EIRAX vs EAPCX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.53%	—	Sep 2015	EIRAX vs EIDOX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	4	5.24%	—	Apr 2002	EIRAX vs EISMX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Equities	61	9.08%	—	Jun 2006	EIRAX vs EAEMX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	86	1.11%	—	Dec 1993	EIRAX vs EIHMX

Compare EIRAX with Any Fund or Stock

Compare EIRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair EIRAX with funds that move differently

Eaton Vance Richard Bernstein All Asset Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EIRAX.

Explore EIRAX Diversifiers

Eaton Vance Richard Bernstein All Asset Strategy Fund (EIRAX) Alternatives