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Eaton Vance Short Duration High Income A (ESHAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.920.00 (0.00%)
At close: 08:00PM EDT

Eaton Vance Short Duration High Income A

Boston, MA 02110

Two International Place

Eaton Vance Management

Management information
,Lead manager since 28 February 2019
Kelley Baccei is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vance’s high-yield team. She is responsible for buy and sell decisions and portfolio construction. She joined Eaton Vance in 2005. Kelley began her career in the investment management industry in 2000. Before joining Eaton Vance, she was the director of high-yield distressed research at Fieldstone Capital Group. Previously, she was associate director of fixed-income research at Scotia Capital Markets, Inc. Kelley earned a B.A. from Boston College and a certificate in credit analysis from New York University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Bond
Fund familyEaton Vance
Net assets87.74M
YTD return2.56%
Yield6.30%
Morningstar rating★★★★
Inception date31 Oct 2013

Fund operations

Last dividend0.24
Last cap gain-8.00
Holdings turnover70.00%
Average for categoryN/A

Fees and expenses

ExpenseESHAXCategory average
Annual report expense ratio (net)0.91%0.95%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio1.15%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A