Eaton Vance Low Duration B Eaton Vance Management Two International Place Boston, MA 02110 Map
Phone: 800-262-1122
| Category: | Short-Term Bond | | Fund Family: | Eaton Vance | | Net Assets: | 8.13M | | Year-to-Date Return: | 7.07% | | Yield: | 3.41% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-02 |
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Susan Schiff
Lead Manager since
30-Sep-02 | | | Schiff is a vice president and portfolio manager at Eaton Vance Management. She joined the company in 1985 as an administrative assistant, then became a research associate and later an analyst. Previously, she spent two years as a registered sales assistant with PaineWebber. Schiff holds the Chartered Financial Analyst designation and a member of both the Association for Investment Management and Research and the Boston Security Analysts Society. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund normally invests at least 90% of assets in investment grade securities. It invests in fixed-income securities, including mortgage-backed securities, U.S. government obligations, corporate bonds, preferred stock, asset-backed securities and money market instruments. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 107.45% |
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| Expense | EBLDX | Category Avg | | Total Expense Ratio: | 1.75%
| 0.91% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | 3.00%
| 2.11% | | 3 Yr Expense Projection*: |
$ 814 | $405 | | 5 Yr Expense Projection*: |
$ 991 | $645 | | 10 Yr Expense Projection*: |
$ 1,823 | $1,328 |
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