Eaton Vance Core Plus Bond Fund Class A (EBABX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long-term bond
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds and other fixed and floating-rate income instruments (the "80% Policy"). It may invest up to 35% of its net assets in non-U.S. dollar denominated income instruments of foreign issuers, including those located in emerging market countries. The fund seeks to maintain an average effective duration of +/- 2 years relative to the Barclays U.S. Aggregate Bond Index.


1 month-0.93% 3 years+1.37%
3 months-2.78% 5 years+6.20%
1 year+2.47% Since inception+7.44%
Data through --

Peer Comparisonvs. Long-term bond

Performance 5-yr return+6.20%+6.63%
Expense ratio1.03%1.22%
Risk 5 year sharpe ratio0.920.98
Net assets$50.5M$1.0B
Average market cap----
Average P/E----
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyEaton Vance
Fund manager & tenureBernard Scozzafava / 0 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


Fixed income51.78%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 6.19%
-- 3.44%
-- 2.51%
-- 2.23%
-- 1.79%
-- 1.78%
-- 1.66%
-- 1.66%
-- 1.35%
-- 1.26%

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