Skip to Content
Morningstar

Eaton Vance Core Bond A EAGIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis EAGIX

Will EAGIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Eaton Vance Core Bond A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. The strategy changed its peer group in February, moving from the Intermediate Core-Plus Bond category to the Intermediate Core Bond Morningstar Category.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor