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NasdaqGM - Delayed Quote USD

Eaton Vance Floating-Rate & Hi Inc Inst (EIFHX)

8.05
+0.01
+(0.12%)
At close: 8:04:13 PM EDT
Loading Chart for EIFHX
  • Previous Close 8.04
  • YTD Return 0.24%
  • Expense Ratio 0.82%
  • Category Bank Loan
  • Last Cap Gain -31.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 805.76M
  • Beta (5Y Monthly) 0.31
  • Yield 7.88%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.15
  • Inception Date Sep 15, 2000

Under normal circumstances, the fund invests at least 80% of its total assets in a combination of income producing floating rate loans and other floating rate debt securities and high yield corporate bonds. It may not invest more than 20% of its total assets in unsecured high yield corporate bonds. The fund invests primarily in senior floating rate loans of domestic and foreign borrowers ("Senior Loans"). It secondarily invests in high yield, high risk corporate bonds.

Eaton Vance

Fund Family

Bank Loan

Fund Category

805.76M

Net Assets

2000-09-15

Inception Date

Performance Overview: EIFHX

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Trailing returns as of 4/15/2025. Category is Bank Loan.

YTD Return

EIFHX
0.24%
Category
2.87%
 

1-Year Return

EIFHX
5.84%
Category
10.15%
 

3-Year Return

EIFHX
5.79%
Category
3.23%
 

5-Year Return

EIFHX
7.61%
Category
3.90%
 

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Holdings: EIFHX

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Sector Weightings

SectorEIFHX
Healthcare   26.13%
Industrials   14.67%
Utilities   4.79%
Real Estate   0.00%
Technology   0.00%
Energy   0.00%

Recent News: EIFHX

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Research Reports: EIFHX

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