Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Michael C. Creasman


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | EIGIX Insights | EIGIX Score | EIGIX Performance | EIGIX Manager | EIGIX News | EIGIX Allocation | EIGIX Holdings Change

Mutual Fund Insights: Eaton Vance Investment Grade Income I Fund (EIGIX)

In-depth Analysis of Eaton Vance Investment Grade Income I Fund (EIGIX)

Mutual fund chart: Eaton Vance Investment Grade Income I Fund (EIGIX)

3 months
6 months
1 year
3 year
5 year

See Eaton Vance Investment Grade Income I Fund (EIGIX) performance details as of January 31, 2010

  

    Last Trade: $10.16 on 3/11/2010, Change: 0.00 (0%)

  

Fund ManagerFund Manager - Bernard Scozzafava

Fund Manager Tenure: 0.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Bernard is Senior Vice President of MFS Investment Management?. He is portfolio manager of the strategic income and high-yield portfolios of our mutual funds, variable annuities, offshore investment products, and institutional products. He joined in 1989 as Investment Officer and was named Assistant Vice President in 1991, Vice President in 1993, portfolio manager in 1994, and Senior Vice President in 2000. He holds a Master of Science degree from the Massachusetts Institute of Technology.  Get more insights on Bernard Scozzafava

  

What we like about Eaton Vance Investment Grade Income I Fund (EIGIX) What we like about Eaton Vance Investment Grade Income I Fund (EIGIX)

Data for Eaton Vance Investment Grade Income I Fund (EIGIX) as of January 31, 2010

  • Eaton Vance Investment Grade Income I Fund (EIGIX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Investment Grade Income I Fund (EIGIX) has an annual stock turnover rate of 70.00% vs Intermediate-Term Bond average of 231.70%. It is good that Eaton Vance Investment Grade Income I management does not trade extensively for its return.
  • Eaton Vance Investment Grade Income I Fund (EIGIX) has a lower management fee than its Intermediate-Term Bond average: 0.70% vs 0.95%
  • Eaton Vance Investment Grade Income I Fund (EIGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Eaton Vance Investment Grade Income I Fund (EIGIX) What we are cautious about Eaton Vance Investment Grade Income I Fund (EIGIX)

Data for Eaton Vance Investment Grade Income I Fund (EIGIX) as of January 31, 2010

  • Eaton Vance Investment Grade Income I Fund (EIGIX) management has been with Eaton Vance Investment Grade Income I Fund for only 0.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Eaton Vance Investment Grade Income I Fund is a focused fund with 42.51% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Eaton Vance Investment Grade Income I Fund (EIGIX) has a less-than-ideal short-term performance (1-year return 8.38% vs 15.89% Intermediate-Term Bond category average)
See Eaton Vance Investment Grade Income I Fund (EIGIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Intermediate-Term Bond category?

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

  

Eaton Vance Investment Grade Income I Fund (EIGIX) Net Asset

Track net asset change of Eaton Vance Investment Grade Income I fund (EIGIX)

DateNet Asset
01/2010$9.86M
11/2009$9.83M
10/2009$9.00M
More historic net asset information on Eaton Vance Investment Grade Income I Fund (EIGIX)

  

Eaton Vance Investment Grade Income I Fund (EIGIX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Investment Grade Income I fund (EIGIX)

DateCashStockBondOther
09/20094.57%0%94.71%0.71%
06/20094.17%0%94.38%1.45%
03/20093.28%0.3%95.63%0.79%
Click here to see more historic asset allocation information on Eaton Vance Investment Grade Income I Fund (EIGIX)

  

Most Recent Top 10 Holdings in Eaton Vance Investment Grade Income I Fund (EIGIX)

Discover what Eaton Vance Investment Grade Income I Fund (EIGIX) manager is buying

30-Sep-09
US Treasury Bond 6.375% [8.17%]
US Treasury Note 4.625% [6.42%]
FHLMC [5.63%]
FNMA 5% [4.71%]
FNMA 5.5% [4.13%]
FNMA 6% [3.24%]
FNMA [3.22%]
US Treasury Note 4.875% [2.37%]
US Treasury Bond 4.5% [2.35%]
FNMA 5% [2.27%]

30-Jun-09
US Treasury Bond 6.375% [8.07%]
US Treasury Note 4.625% [6.43%]
FHLMC [6.05%]
FNMA 5% [4.98%]
FNMA 5.5% [4.47%]
FNMA 6% [3.58%]
US Treasury Note 4.875% [3.54%]
FNMA [3.29%]
US Treasury Bond 4.5% [2.55%]
FHLMC 5% [2.53%]

31-Mar-09
US Treasury Bond 6.375% [7.6%]
FNMA 6% [6.17%]
FHLMC [5.78%]
US Treasury Note 4.625% [5.76%]
FNMA 5% [4.8%]
FNMA 5.5% [4.26%]
FNMA 6% [3.53%]
FNMA [3.04%]
FHLBA [2.88%]
US Treasury Bond 4.5% [2.78%]
Click here for Stock Holding Change Map in Eaton Vance Investment Grade Income I Fund (EIGIX)

  

Related books and products to Eaton Vance Investment Grade Income I Fund (EIGIX)

  

Latest News on Eaton Vance Investment Grade Income I (EIGIX)

See what is happening with Eaton Vance Investment Grade Income I Fund (EIGIX)

 

Books and Resources

 

 

See more information on Eaton Vance Investment Grade Income I Fund (EIGIX)