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Eaton Vance Core Plus Bond Fund Class A (EBABX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
Sales Expenses
Expense Ratio
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.


1 month+0.85% 3 years+3.67%
3 months+0.98% 5 years+3.47%
1 year+6.98% Since inception+6.68%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+3.47%+2.05%
Expense ratio1.33%0.78%
Risk 5 year sharpe ratio0.610.63
Net assets$116.5M$4.4B
Average market cap$1.4B$12.5B
Average P/E--20.5
Portfolio turnover61%61%

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Fund Management and Purchase Info

Fund familyEaton Vance
Fund manager & tenureKathleen Gaffney / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


Fixed income70.04%
International stock0.07%
U.S. stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 3.70%
-- 3.58%
-- 2.02%
-- 1.57%
-- 1.43%
-- 1.34%
-- 1.31%
-- 1.29%
-- 1.20%
-- 1.20%