Morningstar

Eaton Vance Short Duration High Income Fund Class A ESHAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.92  /  0.00
  • Total Assets 78.2M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.69%
  • Effective Duration 1.33 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ESHAX

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

  • People Pillar

    The People Pillar is our evaluation of the ESHAX 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 ESHAX’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 Duration High Income A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ESHAX

More ESHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Venture Global LNG Inc. 9.5%

2.18 2M
Corporate

DISH Network Corporation 11.75%

1.30 1M
Corporate

TerraForm Power Operating, LLC 5%

1.25 994,710
Corporate

SBA Communications Corp. 3.875%

1.25 992,758
Corporate

Avantor Funding Inc 4.625%

1.25 990,134
Corporate

Proofpoint

1.23 975,511
Corporate

Venture Global Calcasieu Pass LLC 3.875%

1.21 958,741
Corporate

Atlantica Sustainable Infrastructure PLC 4.125%

1.12 891,156
Corporate

Alliant Holdings Intermediate LLC/Alliant Holdings Co-Issuer Inc 4.25%

1.12 890,283
Corporate

Athenahealth Grp Floating Coupon 6.9026 Maturity 20320217

1.11 883,484
Corporate

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