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Eaton Vance Total Return Bond I EIBAX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 10.57  /  0.62 %
  • Total Assets 786.5 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 4.05%
  • Effective Duration 5.86 years

Morningstar’s Analysis EIBAX

Will EIBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Eaton Vance Total Return Bond I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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