Advertisement
Skip to Content

Eaton Vance Floating-Rate & Hi Inc Adv EAFHX

Analyst rating as of
  • NAV / 1-Day Return 8.20  /  0.06 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.79%
  • Effective Duration 0.93 years

Morningstar’s Analysis EAFHX

Will EAFHX outperform in future?

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

Experience and discipline exemplify this hybrid bank loan offering.

Senior Analyst

Summary

|

A seasoned portfolio management team and deep credit research resources bolster Eaton Vance Floating-Rate & High Income Fund despite a long-time manager’s retirement. Its cheaper share classes earn Morningstar Analyst Ratings of Bronze, while its more-expensive shares are rated Neutral.

Unlock our full analysis with Morningstar Investor