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Morningstar

Eaton Vance Glbl Macro Abs Ret Advtg C EGRCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.46  /  0.32 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    2.210%
  • Expense Ratio 2.160%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.81%
  • Effective Duration —

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 12:20 AM GMT+00:00

Morningstar’s Analysis EGRCX

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

People Pillar

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

Summary

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Eaton Vance Glbl Macro Abs Ret Advtg C'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 most expensive quintile among peers.

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