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Eaton Vance Floating-Rate & Hi Inc Adv EAFHX

Analyst rating as of
NAV / 1-Day Return
8.66  /  0.11 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.080%
Fee Level
High
Longest Manager Tenure
14.23 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.24%
Effective Duration
0.85 years
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Morningstar’s Analysis

Will EAFHX outperform in future?

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

A manager departure doesn’t dent this union of two great teams.

Senior Analyst

Summary

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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.

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