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 51. There are 46 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	94	—	Oct 2009	EIRAX vs ASTIX
CRDBX	Potomac Defensive Bull Fund	93	—	Jun 2020	EIRAX vs CRDBX
TEBRX	Teberg Fund	92	—	Mar 2002	EIRAX vs TEBRX
GTAIX	Donoghue Forlines Tactical Allocation Fund	92	—	Apr 2018	EIRAX vs GTAIX
MOJOX	Donoghue Forlines Momentum Fund	92	—	Dec 2016	EIRAX vs MOJOX

Top Performing EIRAX Alternatives (YTD)

EIRAX is at 7.75% YTD. There are 39 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	52.24%	—	Sep 2019	EIRAX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	43.41%	—	Dec 2016	EIRAX vs MOJOX
TEBRX	Teberg Fund	32.96%	—	Mar 2002	EIRAX vs TEBRX
QSTFX	Quantified STF Fund	25.73%	—	Nov 2015	EIRAX vs QSTFX
QMLFX	Quantified Market Leaders Fund	21.38%	—	Aug 2013	EIRAX vs QMLFX

Lowest Volatility Alternatives to EIRAX

EIRAX has 9.16% 1-year volatility. There are 30 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.50%	—	Aug 2012	EIRAX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.68%	—	Apr 2012	EIRAX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.78%	—	Jul 2014	EIRAX vs TTIFX
SFHYX	Hundredfold Select Alternative Fund	4.74%	—	Aug 2004	EIRAX vs SFHYX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.75%	—	—	EIRAX vs HFSAX

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
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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	23	1.63%	—	Jan 2004	EIRAX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	7.87%	—	Aug 2010	EIRAX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	30	3.51%	—	Feb 2007	EIRAX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	87	1.46%	—	Oct 2011	EIRAX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-2.80%	—	Nov 2006	EIRAX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	70	1.63%	—	Jun 1993	EIRAX vs EIMAX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.33%	—	Apr 2009	EIRAX vs ESIIX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.65%	—	Feb 2013	EIRAX vs EELDX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	63	13.72%	—	Sep 1931	EIRAX vs EHSTX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	60	4.30%	—	Jun 2007	EIRAX vs EEIAX

Often Compared With EIRAX

Investors most often compare EIRAX with E, GPIX, EAIIX. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
E	Eni S.p.A.		91	31.38%	—	—	EIRAX vs E
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Derivative Income, S&P 500	66	7.99%	4.27B	Oct 2023	EIRAX vs GPIX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	90	3.45%	—	Jun 2007	EIRAX vs EAIIX
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	47	0.84%	—	Jun 1994	EIRAX vs ECHIX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	74	16.51%	—	Mar 2011	EIRAX vs EIFVX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	45	0.61%	—	Jan 2001	EIRAX vs EIBLX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	25	0.12%	—	Nov 2009	EIRAX vs EBABX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	3	-8.24%	—	Oct 1992	EIRAX vs EVCGX
EILGX	Eaton Vance-Atlanta Capital Focused Growth	Large Cap Growth Equities	1	-13.27%	—	Apr 2002	EIRAX vs EILGX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	63	0.94%	—	Jan 2010	EIRAX vs EILTX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	5	-2.44%	—	Jul 2007	EIRAX vs ETJ
EIISX	Parametric International Equity Fund	Foreign Large Cap Equities	24	5.21%	—	Apr 2010	EIRAX vs EIISX
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	4	5.54%	—	Jan 1997	EIRAX vs ETEGX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	54	15.27%	—	May 2011	EIRAX vs EAPCX
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	63	4.44%	—	Nov 2009	EIRAX vs EEIIX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	74	11.85%	—	Jun 2006	EIRAX vs EAEMX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	74	2.34%	—	Dec 1993	EIRAX vs EIHMX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	7.74%	—	Sep 2015	EIRAX vs EIDOX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	1	-3.93%	—	Apr 2002	EIRAX vs EISMX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	60	0.85%	—	Mar 2010	EIRAX vs EIRRX

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