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-0.31% 3 years+3.24%
3 months-0.13% 5 years+2.92%
1 year+4.22% Since inception+6.52%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+2.92%+2.05%
Expense ratio1.13%0.77%
Risk 5 year sharpe ratio0.540.47
Net assets$156.6M$4.4B
Average market cap$1.8B$11.2B
Average P/E--21.1
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 income71.92%
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
-- 3.85%
-- 3.09%
-- 2.19%
-- 1.69%
-- 1.48%
-- 1.33%
-- 1.22%
-- 1.20%
-- 1.18%
-- 1.17%