|Eaton Vance Strategic Income R|
Eaton Vance ManagementTwo International PlaceBoston, MA 02110
|Fund Family:||Eaton Vance|
|Fund Inception Date:||Aug 2, 2009|
|Kathleen C. Gaffney|
Lead Manager since Dec 5, 2012
|Ms. Gaffney is a Vice President and Portfolio Manager of Loomis Sayles and joined Loomis Sayles in 1984. She manages or co-manages a number of Loomis Sayles fixed income funds.
She joined Loomis Sayles in 1984 and began investment career, from 1992 - Present, she is the Vice President, Fixed Income Portfolio Manager; from 1988 - 1992 she held Vice President, Fixed Income Trader position.
From 1984 - 1988 she was Fixed Income and Equity Trader in Boston.
Ms. Gaffney holds the designation of Chartered Financial Analyst. She received a B.A. from the University of Massachusetts at Amherst and has over 24 years of investment experience. Loomis Sayles combines fundamental research, systematic risk assessment and experienced portfolio management in actively managing its fixed income and equity client accounts.|
|Min Initial Investment:||1,000|
|Min Initial Investment, IRA:||1,000|
|Min Initial Investment, AIP:||1,000|
|Min Subsequent Investment:||N/A|
|Min Subsequent Investment, IRA:||N/A|
|Min Subsequent Investment, AIP:||50||
|The investment seeks total return.
The fund is a "fund-of-funds" and seeks to achieve its investment objective primarily by allocating assets among other registered investment companies managed by Eaton Vance and its affiliates that invest in different asset classes, but also may invest in securities and other instruments. It has a flexible investment strategy and will invest in a variety of securities and other investments and use a variety of investment techniques in pursuing its investment objective. The fund is non-diversified.|
(Apr 28, 2013)
|Last Cap Gain
|Annual Holdings Turnover
(May 15, 2013)
|Average for Category:||90.53%|
|Annual Report Expense Ratio (net):||1.40%||1.14%|
|Prospectus Net Expense Ratio:||1.40%||N/A|
|Prospectus Gross Expense Ratio:||1.40%||N/A|
|Max 12b1 Fee:||0.50%||N/A|
|Max Front End Sales Load:||N/A||4.24%|
|Max Deferred Sales Load:
|3 Yr Expense Projection*:||443||549|
|5 Yr Expense Projection*:||766||845|
|10 Yr Expense Projection*:||1,680||1,708|