EVFAX – Eaton Vance Floating-Rate Advantage Adv Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income. Under normal circumstances, the fund invests at least 80% of its total assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers ("Senior Loans"). Loans usually are of below investment grade quality and have below investment grade credit ratings, which ratings are associated with securities having high risk, speculative characteristics.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EVFAX	Eaton Vance Floating-Rate Advantage Fund Class Advisers	No Load	Open			Mar 17, 2008	$39.41M	0.960%	Above Average	$1,000	−$15.51M
EIFAX	Eaton Vance Floating-Rate Advantage Fund Class I	Institutional	Open			Mar 17, 2008	$2.52B	0.710%	Average	$1M	−$1.20B
EAFAX	Eaton Vance Floating-Rate Advantage Fund Class A	Front Load	Open			Mar 17, 2008	$856.84M	0.960%	Low	$1,000	−$168.79M
ECFAX	Eaton Vance Floating-Rate Advantage Fund Class C	Level Load	Open			Mar 17, 2008	$149.58M	1.460%	Low	$1,000	−$73.31M
EFRRX	Eaton Vance Floating-Rate Advantage Fund Class R6	Retirement, Large	Open			May 31, 2019	$45.94M	0.640%	Below Average	$5M	−$13.45M

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