Eaton Vance Floating Rate & High Income remains a solid option despite a longtime manager’s upcoming retirement. Its cheaper share classes earn a Morningstar Analyst Rating of Bronze, while its more expensive shares are rated Neutral.
Will EAFHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAFHX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the EAFHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of EAFHX’s parent organization’s priorities and whether they’re in line with investors’ interests.