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Eaton Vance Floating-Rate Advantage I (EIFAX)

9.81
0.00
(0.00%)
At close: 8:00:36 PM EDT
Loading Chart for EIFAX
  • Previous Close 9.81
  • YTD Return 0.78%
  • Expense Ratio 2.41%
  • Category Bank Loan
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 5.83B
  • Beta (5Y Monthly) 0.27
  • Yield 8.68%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.13
  • Inception Date May 31, 2019

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 (sometimes referred to as "junk").

Eaton Vance

Fund Family

Bank Loan

Fund Category

5.83B

Net Assets

2019-05-31

Inception Date

Performance Overview: EIFAX

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Trailing returns as of 3/28/2025. Category is Bank Loan.

YTD Return

EIFAX
0.78%
Category
2.87%
 

1-Year Return

EIFAX
8.11%
Category
10.15%
 

3-Year Return

EIFAX
6.97%
Category
3.23%
 

5-Year Return

EIFAX
5.72%
Category
3.90%
 

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Holdings: EIFAX

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Sector Weightings

SectorEIFAX
Healthcare   40.24%
Industrials   16.45%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: EIFAX

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Research Reports: EIFAX

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