ESHAX : Eaton Vance Short Duration High Income Fund Class A

ESHAX is a Bond Market High Yield Bond with MODERATE fees.

ESHAX

Eaton Vance Short Duration High Income Fund Class A

FI Score

22 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

22% FI Score
  • eshax
  • Mutual Fund
  • Bond
  • High Yield Bond

Eaton Vance Short Duration High Income Fund Class A

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks total return. The fund invests primarily in fixed-income securities rated below investment grade, including floating-rate loans and convertible securities. The fund invests in securities rated Baa or below by Moody's Investors Service, Inc. ("Moody's") or BBB and below by S&P Global Ratings ("S&P") and comparable rated securities, including securities rated below Caa1 by Moody's, CCC+ by S&P or CCC by Fitch Ratings at time of purchase or are unrated and of comparable quality as determined by the investment adviser. The Advisor intends to maintain a dollar-weighted average duration of three years or less. The fund is non-diversified.

Largest Holdings

Amount Holding
2.23% Tenet Healthcare Corporation 8.12%
2.21% Sprint Corporation 6%
1.71% Asurion
1.67% Watco Companies, L.L.C. / Watco Finance Corp. 6.38%
1.60% DISH DBS Corporation 5.88%
1.47% CCM MERGER INC FLOATING COUPON 3.0000 MATURITY 20210809
1.45% Icahn Enterprises, L.P. / Icahn Enterprises Finance Corporation 6.25%
1.45% Sirius XM Holdings Inc 3.88%
1.41% Studio City Company Limited 7.25%
1.40% Safeway Inc. 4.75%
1.37% Bombardier Inc. 6.12%
1.36% EIG Investors Corporation 10.88%
1.34% Nielsen Finance LLC/Nielsen Finance Co 5%
1.26% Reynolds Group Holdings Inc.
1.25% Tervita Escrow Corporation 7.62%
1.25% BAMLL COMMERCIAL MORTGAGE SECURITIES TRUST 3.84%
1.24% Sprint Corporation 7.25%
1.24% DAE Funding LLC 5.25%
1.22% Infor Lawson
1.19% ALTICE FRANCE S.A 2.5%
1.18% Great Western Petroleum, LLC/Great Western Financial Corp 9%
1.09% DISH DBS Corporation 5%
1.08% Griffon Corp 5.25%
1.07% US Foodservice
1.05% Sprint Communications, Inc.

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