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Morningstar

Eaton Vance Core Bond A EAGIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.67  /  0.03 %
  • Total Assets 209.6 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.69%
  • Effective Duration 5.88 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

Summary

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Eaton Vance Core Bond A's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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