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 49. There are 54 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
RQEIX	RESQ Dynamic Allocation Fund	95	—	Dec 2013	EIRAX vs RQEIX
ABRYX	Invesco Balanced-Risk Allocation Fund	95	—	Jun 2009	EIRAX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	95	—	Jun 2009	EIRAX vs ABRZX
CRDBX	Potomac Defensive Bull Fund	94	—	Jun 2020	EIRAX vs CRDBX
QDSNX	AQR Diversifying Strategies Fund Class N	93	—	Jun 2020	EIRAX vs QDSNX

Top Performing EIRAX Alternatives (YTD)

EIRAX is at 7.56% YTD. There are 47 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 54.73%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	54.73%	—	Sep 2019	EIRAX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	34.70%	—	Dec 2016	EIRAX vs MOJOX
TEBRX	Teberg Fund	26.95%	—	Mar 2002	EIRAX vs TEBRX
ABRYX	Invesco Balanced-Risk Allocation Fund	20.33%	—	Jun 2009	EIRAX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	20.22%	—	Jun 2009	EIRAX vs ABRZX

Lowest Volatility Alternatives to EIRAX

EIRAX has 8.60% 1-year volatility. There are 31 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.41%	—	Aug 2012	EIRAX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.59%	—	Apr 2012	EIRAX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.75%	—	Jul 2014	EIRAX vs TTIFX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.54%	—	—	EIRAX vs HFSAX
SFHYX	Hundredfold Select Alternative Fund	4.54%	—	Aug 2004	EIRAX vs SFHYX

Lowest Drawdown Alternatives to EIRAX

EIRAX has a 1-year max drawdown of -7.73%. There are 51 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
QDSNX	AQR Diversifying Strategies Fund Class N	-1.97%	—	Jun 2020	EIRAX vs QDSNX
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	-2.42%	—	Sep 2002	EIRAX vs HSTRX

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	27	4.45%	—	Jan 2004	EIRAX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.50%	—	Aug 2010	EIRAX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	26	3.99%	—	Feb 2007	EIRAX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	86	1.46%	—	Oct 2011	EIRAX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.16%	—	Nov 2006	EIRAX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	64	1.50%	—	Jun 1993	EIRAX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.53%	—	Feb 2013	EIRAX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	EIRAX vs ESIIX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	52	11.53%	—	Sep 1931	EIRAX vs EHSTX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.57%	—	Apr 2002	EIRAX vs EISMX

Often Compared With EIRAX

Investors most often compare EIRAX with E, GPIX, EAIIX. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
E	Eni S.p.A.		97	45.75%	—	—	EIRAX vs E
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	80	10.44%	4.25B	Oct 2023	EIRAX vs GPIX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	91	3.75%	—	Jun 2007	EIRAX vs EAIIX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	55	12.82%	—	Mar 2011	EIRAX vs EIFVX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	46	0.87%	—	Jan 2001	EIRAX vs EIBLX
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	50	0.84%	—	Jun 1994	EIRAX vs ECHIX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	4	-6.50%	—	Oct 1992	EIRAX vs EVCGX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	27	0.41%	—	Nov 2009	EIRAX vs EBABX
EILGX	Eaton Vance-Atlanta Capital Focused Growth	Large Cap Growth Equities	1	-8.89%	—	Apr 2002	EIRAX vs EILGX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	6	0.10%	—	Jul 2007	EIRAX vs ETJ
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	62	0.86%	—	Jan 2010	EIRAX vs EILTX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	90	21.68%	—	May 2011	EIRAX vs EAPCX
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	2	0.97%	—	Jan 1997	EIRAX vs ETEGX
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	60	3.85%	—	Nov 2009	EIRAX vs EEIIX
EIISX	Parametric International Equity Fund	Foreign Large Cap Equities	25	6.81%	—	Apr 2010	EIRAX vs EIISX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	74	12.43%	—	Jun 2006	EIRAX vs EAEMX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.63%	—	Sep 2015	EIRAX vs EIDOX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	65	2.00%	—	Dec 1993	EIRAX vs EIHMX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	87	1.64%	—	Mar 2010	EIRAX vs EIRRX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	57	4.01%	—	Jun 2007	EIRAX vs EEIAX

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