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

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to EIRAX

EIRAX charges 0.93% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among EIRAX alternatives.

Symbol	Name	Expense Ratio	Inception
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	Jan 1, 1998	EIRAX vs GIPIX
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	Jan 1, 1998	EIRAX vs GOIIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	Oct 30, 2003	EIRAX vs PAUIX
COTZX	Columbia Thermostat Fund	0.24%	Sep 24, 2002	EIRAX vs COTZX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	Aug 30, 2012	EIRAX vs GPIFX

Best Risk-Adjusted Alternatives to EIRAX

Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
HSTRX	Hussman Strategic Total Return Fund	97	Sep 11, 2002	EIRAX vs HSTRX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	93	Apr 8, 2012	EIRAX vs SIOAX
HFSAX	Hundredfold Select Alternative Fund Investor Class	93	—	EIRAX vs HFSAX
CRDBX	Conquer Risk Defensive Bull Fund	92	Jun 30, 2020	EIRAX vs CRDBX
MOJOX	Donoghue Forlines Momentum Fund	92	Dec 22, 2016	EIRAX vs MOJOX

Top Performing EIRAX Alternatives (YTD)

EIRAX alternatives from the Tactical Allocation category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
QEVOX	Quantified Evolution Plus Fund	38.56%	Sep 29, 2019	EIRAX vs QEVOX
PDX	PIMCO Dynamic Income Strategy Fund	19.83%	Feb 1, 2019	EIRAX vs PDX
MOJOX	Donoghue Forlines Momentum Fund	11.81%	Dec 22, 2016	EIRAX vs MOJOX
ABRYX	Invesco Balanced-Risk Allocation Fund	11.77%	Jun 1, 2009	EIRAX vs ABRYX
ABRZX	Invesco Balanced-Risk Allocation Fund Class A	11.64%	Jun 2, 2009	EIRAX vs ABRZX

Lowest Volatility Alternatives to EIRAX

EIRAX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.73%	Aug 30, 2012	EIRAX vs GPIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	3.36%	Apr 8, 2012	EIRAX vs SIOAX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	4.39%	Jul 30, 2014	EIRAX vs TTIFX
HFSAX	Hundredfold Select Alternative Fund Investor Class	4.41%	—	EIRAX vs HFSAX
SFHYX	Hundredfold Select Alternative Fund	4.41%	Aug 31, 2004	EIRAX vs SFHYX

Lowest Drawdown Alternatives to EIRAX

EIRAX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.66%	Jul 30, 2014	EIRAX vs TTIFX
HSTRX	Hussman Strategic Total Return Fund	-3.14%	Sep 11, 2002	EIRAX vs HSTRX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-3.20%	Apr 8, 2012	EIRAX vs SIOAX
GPIFX	GuidePath Flexible Income Allocation Fund	-3.50%	Aug 30, 2012	EIRAX vs GPIFX
HFSAX	Hundredfold Select Alternative Fund Investor Class	-3.68%	—	EIRAX vs HFSAX

Other Mutual Funds from Eaton Vance

Most popular Eaton Vance mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	99	3.59%	Aug 30, 2010	EIRAX vs EGRIX
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	51	-11.37%	Jan 30, 2004	EIRAX vs ETG
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	48	-7.20%	Feb 27, 2007	EIRAX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	92	-1.08%	Oct 31, 2011	EIRAX vs EIAMX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	39	-0.70%	Jun 16, 1993	EIRAX vs EIMAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	28	-1.54%	Sep 23, 1931	EIRAX vs EHSTX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.33%	Feb 3, 2013	EIRAX vs EELDX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	93	-1.86%	Jun 26, 2007	EIRAX vs EEIAX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-6.70%	Apr 30, 2002	EIRAX vs EISMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	12	-8.28%	Nov 27, 2006	EIRAX vs ETY

Often Compared With EIRAX

What investors most often compare with EIRAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
E	Eni S.p.A.		97	50.94%	—	EIRAX vs E
GPIX	Goldman Sachs S&P 500 Core Premium Income ETF	Dividend, S&P 500	68	-3.19%	Oct 24, 2023	EIRAX vs GPIX
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	60	-1.32%	Jan 29, 2001	EIRAX vs EIBLX
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	84	-1.69%	Jun 8, 1994	EIRAX vs ECHIX
EAIIX	Eaton Vance Global Bond Fund	Global Bonds	97	0.92%	Jun 26, 2007	EIRAX vs EAIIX
EAPCX	Parametric Commodity Strategy Fund Class A	Commodities	94	16.34%	May 25, 2011	EIRAX vs EAPCX
EEIIX	Eaton Vance Emerging Markets Local Income Fund Cla...	Emerging Markets Bonds	94	-1.77%	Nov 27, 2009	EIRAX vs EEIIX
EBABX	Eaton Vance Total Return Bond Fund Class A	Intermediate Core-Plus Bond	70	-0.94%	Nov 17, 2009	EIRAX vs EBABX
EIFVX	Eaton Vance Focused Value Opportunities Fund	Large Cap Value Equities	25	-2.45%	Mar 7, 2011	EIRAX vs EIFVX
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	89	0.98%	Jun 29, 2006	EIRAX vs EAEMX
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	5	-9.64%	Oct 27, 1992	EIRAX vs EVCGX
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	1.43%	Sep 3, 2015	EIRAX vs EIDOX
EIHMX	Eaton Vance National Municipal Income Fund Class I	Municipal Bonds	37	-0.45%	Dec 3, 1993	EIRAX vs EIHMX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	67	-1.17%	Jan 31, 2010	EIRAX vs EILTX
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	15	-5.25%	Jul 31, 2007	EIRAX vs ETJ
EILGX	Eaton Vance-Atlanta Capital Focused Growth	Large Cap Growth Equities	4	-11.94%	Apr 30, 2002	EIRAX vs EILGX
EIISX	Parametric International Equity Fund	Foreign Large Cap Equities	74	-0.71%	Apr 1, 2010	EIRAX vs EIISX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	87	0.35%	Mar 31, 2010	EIRAX vs EIRRX
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	12	-10.77%	Jan 26, 2005	EIRAX vs EOS
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	50	-3.57%	Apr 29, 2005	EIRAX vs ETB

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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Eaton Vance Richard Bernstein All Asset Strategy Fund

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