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Morningstar

Eaton Vance Multi-Asset Credit C ECAMX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.78  /  +0.02 %
  • Total Assets 509.9 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 6.55%
  • Effective Duration 1.65 years

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis ECAMX

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

  • People Pillar

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

Eaton Vance Multi-Asset Credit C boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at 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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings ECAMX

More ECAMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pluto Acquisition I Inc 2024 Second Out Suprprority Tl

3.73 19.4 Mil
Corporate

Msilf Government Portfolio Msilf Government Portfolio

3.16 16.4 Mil
Cash and Equivalents

Virgin Media Vendor Financing Notes III Designated Activity Company 4.875%

0.64 3.3 Mil
Corporate

Carlyle Global Market Strategies Clo 2016-1 Ltd/Llc 1%

0.52 2.7 Mil
Securitized

Robertshaw Us Holding Corp 2023 Pik First Out Incrmtal Tl

0.39 2.0 Mil
Corporate

CARLYLE GLOABL MARKET STRATEGIES CLO LTD 2014-4R 1%

0.38 2.0 Mil
Securitized

VMC FINANCE 2021-HT1 LTD 9.94115%

0.37 1.9 Mil
Securitized

Golub Cap Partners Clo 60b Ltd / Golub C 9.09467%

0.37 1.9 Mil
Securitized

Grifols Escrow Issuer S A U 3.875%

0.37 1.9 Mil
Corporate

GEMS MENASA (Cayman) Limited & GEMS Education (Delaware) LLC 7.125%

0.37 1.9 Mil
Corporate