% of net assets asof11/30/2024(updated monthly) Morningstar Style BoxTM— Fixed-Income Medium Quality Moderate Interest-Rate Sensitivity Morningstar data asof 9/30/24(updated quarterly) Description Fund Objective The fund's investment objectives are to provide you with current income while secondari...
Morningstar data asof 9/30/24(updated quarterly) Description Fund Objective The fund's primary objective is to provide a high level of current income. Its secondary objective is capital appreciation. Distinguishing Characteristics An income-oriented strategy that invests in a broad range of traditional...
Overall Morningstar Rating for Managed Income Fund, as of Nov 30, 2024 rated against 136 Conservative Allocation Funds based on risk adjusted total return. Morningstar Medalist Rating Morningstar has awarded the Fund a Bronze medal. (Effective May 03, 2024) Analyst-Driven % as of May 03,...
Morningstar Rating Overview Key Facts Managers Holdings Literature Investment Approach The Fund aims to achieve a return on your investment through a combination of capital growth and income on the Fund’s assets. The Fund invests primarily in fixed income securities (such as bonds) on a global ...
Fund investments span municipal sectors, with allocations directed by portfolio managers. The Approach The Fund’s active management draws upon the expertise of Eaton Vance’s municipal bond team, among America’s largest and most experienced municipal bond managers. The investment team applies Eaton ...
Investment RiskEach investment option has varying degrees of risk depending on the investments and investment strategies used. See the applicable underlying fund prospectus for more completeinformation regarding investment risks.Fund Rank MorningstarPercentile Rating...
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Morningstar Rating™ as of Nov 30, 2024 Time Period Rating Funds in Short-Term BondCategory Overall 514 3 Years 514 5 Years 482 10 Years 363 The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with...
Fund Number(s) 164 CUSIP3139238233 1 3 9 2 3 8 2 3 PerformanceIncp.Date10-12-1990October 12 1990 MORNINGSTAR CATEGORY/STYLE Category Municipal Ohio Style Morningstar Style Box High Medium Low LtdModExt Medium Extensive INVESTMENT GOALSIncome ...
Morningstar Kategorie:1 EAA Fund EUR Flexible Allocation - Global SFDR-Klassifizierung:♰♰ Artikel 8 Auflegung des Fonds: 31-Jul-2014 Basiswährung: EUR Fondsvermögen (in Mio.):Per 16-Dez-2024 127,58 EUR Rücknahmepreis:Per 17-Dez-2024 36,02 EUR Auflegung der Anteil...