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Eaton Vance Short Duration Strat Inc I ESIIX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 6.67  /  0.00
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 5.93%
  • Effective Duration 1.71 years

Morningstar’s Analysis ESIIX

Will ESIIX outperform in future?

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

Summary

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Eaton Vance Short Duration Strat Inc I's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Quantitative Rating to Bronze from Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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