Navigating Higher Inflation

 

Many investors are uncertain how to position their portfolios for inflation. Eaton Vance offers a variety of resources and support to help your clients adapt to a high-inflation environment.

Inflation Insights

Featured insights and commentary from our thought leaders


Attracting Clients | Bridge to Referrals | Inflation

'Today's Inflation Obsession Is Overdone'

READ MORE about 'Today's Inflation Obsession Is Overdone'

Advisor Resources

Educational resources to help you and your clients succeed

Inflation Primer

A client-ready resource on what inflation means, why it’s happening and how it can impact portfolios


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Looking Past Current Headlines

Three of our top investment strategists offer their best inflation 'ism' for you to share with your clients


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Spotlight Strategies

Highly-rated strategies to help your clients build inflation-resilient portfolios

Floating-Rate Advantage Fund (EIFAX)

Overall Morningstar Rating, I shares, as of 6/30/22, among 232 Bank Loan Funds

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Short Duration Inflation-Protected Income Fund (EIRRX)

Overall Morningstar Rating, I shares, as of 6/30/22, among 198 Inflation-Protected Bond Funds

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Parametric Commodity Strategy Fund (EIPCX)

Overall Morningstar Rating, I shares, as of 6/30/22, among 102 Commodities Broad Basket Funds

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Past performance is no guarantee of future results. Morningstar Ratings are based on risk-adjusted returns. See below for detailed methodology. Click on the fund name for more information including complete Morningstar rating information, risk, and performance history of each Fund.

 

 

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About Risk: The value of investments held by the Funds may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. Loans are traded in a private, unregulated inter-dealer or inter-bank resale market and are generally subject to contractual restrictions that must be satisfied before a loan can be bought or sold. These restrictions may impede the Funds' ability to buy or sell loans (thus affecting their liquidity) and may negatively impact the transaction price. It may take longer than seven days for transactions in loans to settle. Due to the possibility of an extended loan settlement process, the Funds may hold cash, sell investments or temporarily borrow from banks or other lenders to meet short-term liquidity needs. Loans may be structured such that they are not securities under securities law, and in the event of fraud or misrepresentation by a borrower, lenders may not have the protection of the anti-fraud provisions of the federal securities laws. Loans are also subject to risks associated with other types of income investments. Investments in debt instruments may be affected by changes in the creditworthiness of the issuer and are subject to the risk of non-payment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Investments rated below investment grade (sometimes referred to as "junk") are typically subject to greater price volatility and illiquidity than higher rated investments. As interest rates rise, the value of certain income investments is likely to decline. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, currency exchange rates or other conditions. Changes in the value of investments entered for hedging purposes may not match those of the position being hedged. The Funds are exposed to liquidity risk when trading volume, lack of a market maker or trading partner, large position size, market conditions, or legal restrictions impair its ability to sell particular investments or to sell them at advantageous market prices. The impact of the coronavirus on global markets could last for an extended period and could adversely affect the Funds' performance. No funds are a complete investment program and you may lose money investing in a fund. See fund prospectus for complete information on risks of each of the Funds.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

 

The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Star ratings do not reflect the effect of any applicable sales load. Hollow stars denote Morningstar Extended Performance Ratings and are considered estimates based on the performance of the funds' oldest share class, adjusted for fees and expenses.

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