Thought Leadership

Explore our series on fixed-income, which will underscore how high-yield bonds have historically provided high current income with lower volatility than equities.

Explore our value-add programs and tools

 

Retirement Plan Prospector

 

Past performance is no guarantee of future results.

Focused Investment Strategies

Equity

 

Fixed Income

RPAG and fi360 Fiduciary Score®

Build a better retirement program for your clients

RPAG and a fi360 Fiduciary Score® can help fiduciaries ensure that investments under their watch meet important due diligence criteria and regulatory standards in the categories including:

  • Peer performance
  • Portfolio management stability
  • Asset class composition
  • Management style consistency
  • Expense ratios

 

Download: Eaton Vance & Parametric - Ratings Report »
Download: Calvert - Ratings Report »

New Class R6 Shares

We now offer Class R6 shares for specific funds

  • Minimum initial purchase is waived for employer-sponsored retirement plans
  • Offered at net asset value to employer sponsored retirement plans and certain other investors
  • Not subject to any distribution, service, sub-accounting, recordkeeping or similar fees

 

Download: Eaton Vance R6 shares Flyer »

Download: Calvert R6 shares Flyer »

The following mutual funds are now offering Class R6 shares:

Investing entails risks and there can be no assurance that Eaton Vance (and its brands) will achieve profits or avoid incurring losses.


Floating-Rate Loan