Skip to Content

Eaton Vance Total Return Bond I EIBAX

Quantitative rating as of
NAV / 1-Day Return
10.45  /  0.49 %
Total Assets
659.9 Mil
Adj. Expense Ratio
0.390%
Expense Ratio
0.490%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.64%
Effective Duration
5.86 years

Morningstar’s Analysis EIBAX

Will EIBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

An incline in People Pillar rating is the primary driver of Eaton Vance Total Return Bond I's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor