Morningstar

Eaton Vance Short Duration High Income Fund Class I ESHIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.94  /  0.00
  • Total Assets 80.3M
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 5.96%
  • Effective Duration 1.33 years

USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:14 AM GMT+0

Morningstar’s Analysis ESHIX

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

  • People Pillar

    The People Pillar is our evaluation of the ESHIX 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 ESHIX’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 I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ESHIX

More ESHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Inst Lqudty Gov Sec Ins

3.18 3M
Cash and Equivalents

Venture Global LNG Inc. 9.5%

1.92 2M
Corporate

DISH Network Corporation 11.75%

1.14 1M
Corporate

Hightower Holding LLC 6.75%

1.14 1M
Corporate

SBA Communications Corp. 3.875%

1.10 994,370
Corporate

TerraForm Power Operating, LLC 5%

1.09 990,731
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 5%

1.09 988,798
Corporate

Allied Universal Holdco LLC / Allied Universal Finance Corp / Atlas Luxco 4

1.09 986,407
Corporate

Avantor Funding Inc 4.625%

1.09 986,216
Corporate

Proofpoint

1.07 970,180
Corporate

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