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Eaton Vance Short Duration Strategic Income Fund;B

Ranked 70 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Eric Stein

Eric Stein is a vice president of Eaton Vance Management, co-director of global income and portfolio manager in Eaton Vance’s global income group. He originally joined Eaton Vance in 2002 and rejoined the company in 2008. Eric previously worked on the Markets Desk of the Federal Reserve Bank of New York. He has additional experience at Citigroup Alternative Investments. Eric earned a B.S., cum laude, from Boston University and an MBA, with honors, from the University of Chicago Booth School of Business. He is a CFA charterholder and a member of the Boston Committee on Foreign Relations, Boston Economic Club, Business Associates Club, Enterprise Club, AEI Boston Council and Boston Security Analysts Society.

Andrew Szczurowski

Andrew Szczurowski is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s mortgage-backed securities strategies. He joined Eaton Vance in 2007. Andrew began his career in the investment management industry in 2005. Before joining Eaton Vance, he was affiliated with BNY Mellon. Andrew earned a B.S., cum laude, from Peter T. Paul College of Business and Economics at the University of New Hampshire. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Objective

The Fund seeks to provide total return. Under normal circumstances, the Fund will invest at least 80% of its net assets in investment grade securities and unrated securities. The Fund may invest up to 25% of its total assets in foreign securities, some of which may be located in emerging market countries.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.2% 0.3%
2016 4.7% -1.2% 0.7% 2.9% 2.2%
2015 -1.4% 1.7% 0.2% -3.9% 0.7%
2014 3.5% 1.1% 1.7% 1.0% -0.3%
2013 -0.4% 1.6% -2.5% -0.6% 1.2%
2012 7.8% 3.2% -0.1% 3.4% 1.1%
2011 0.3% 1.0% 0.9% -3.2% 1.7%
2010 7.0% 3.1% 0.7% 1.8% 1.3%
2009 25.4% 3.6% 9.9% 7.4% 2.6%
2008 -10.7% -1.2% 2.4% -3.1% -8.8%
2007 7.7% 2.4% 2.0% 0.9% 2.2%
2006 6.0% 2.4% -0.4% 1.9% 2.1%
2005 3.2% 0.1% 1.1% 0.9% 1.1%
2004 7.7% 1.8% -0.9% 2.2% 4.4%
2003 13.9% 3.9% 6.4% 0.9% 2.2%
2002 2.7% 0.9% -1.4% -1.3% 4.6%
2001 8.4% 2.2% -0.7% 1.3% 5.4%
2000 -1.9% 1.5% -0.5% -1.1% -1.8%
1999 6.0% 2.0% 0.5% 0.0% 3.4%
1998 2.0% 2.4% -0.3% -4.0% 4.0%
1997 8.5% 2.0% 2.4% 2.3% 1.6%
1996 18.2% 2.7% 4.3% 5.1% 5.1%
1995 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/11/1990
  • Share Class size14Mn
  • Base currencyUSD
  • ISIN US2779118635

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.62%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).