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Eaton Vance Floating-Rate & Hi Inc A EVFHX

Analyst rating as of
NAV / 1-Day Return
8.58  /  0.01 %
Total Assets
1.8 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.040%
Fee Level
Average
Longest Manager Tenure
14.64 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.40%
Effective Duration
0.87 years

Morningstar’s Analysis

Will EVFHX outperform in future?

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

Experience and discipline exemplify this hybrid bank loan offering.

Senior Analyst

Summary

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A seasoned portfolio management team and deep credit research resources bolster Eaton Vance Floating-Rate & High Income Fund despite a long-time manager’s retirement. Its cheaper share classes earn Morningstar Analyst Ratings of Bronze, while its more-expensive shares are rated Neutral.

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