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Morningstar

Eaton Vance Global Sovereign Opps C ECIMX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 6.44  /  −0.16 %
  • Total Assets 33.4 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.720%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.88%
  • Effective Duration 7.17 years

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ECIMX

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

  • People Pillar

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

Strength in Eaton Vance Global Sovereign Opps C'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 most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings ECIMX

More ECIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Income Portfolio

100.03 37.8 Mil
—

Asset Offset

0.23 85,948
—

Other Liability

−0.26 −97,294
—