Morningstar

Eaton Vance Short Duration Inflation-Protected Income Fund Class I EIRRX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $9.79  /  0.00
  • Fund Size $493.5M
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Short-Term Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 5.07%
  • Average Effective Duration 2.74 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis EIRRX

Will EIRRX outperform in the 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 EIRRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Short Dur Infl-Prot Inc I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings EIRRX

More EIRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.125%

7.97 41M
Government

United States Treasury Bonds 3.875%

7.40 38M
Government

United States Treasury Notes 0.125%

6.72 35M
Government

United States Treasury Notes 1.625%

5.97 31M
Government

United States Treasury Notes 0.25%

5.61 29M
Government

Eaton Vance Floating-Rate ETF

4.92 26M
—

United States Treasury Notes 0.125%

4.89 25M
Government

United States Treasury Bonds 3.625%

4.78 25M
Government

United States Treasury Notes 1.125%

4.25 22M
Government

United States Treasury Notes 1.25%

3.70 19M
Government

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