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Morningstar

Eaton Vance Short Dur Infl-Prot Inc A EARRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.80  /  0.00
  • Total Assets 974.1 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.82%
  • Effective Duration 2.25 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis EARRX

Will EARRX 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 EARRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EARRX 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 EARRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Eaton Vance Short Dur Infl-Prot Inc 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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