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Morningstar

Eaton Vance Short Duration Strat Inc I ESIIX

Morningstar Analyst Rating
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

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 12:13 AM GMT+00:00

Morningstar’s Analysis ESIIX

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

People Pillar

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

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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