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Mutual Fund Insights: Eaton Vance Government Obligations R Fund (ERGOX)

In-depth Analysis of Eaton Vance Government Obligations R Fund (ERGOX)

Mutual fund chart: Eaton Vance Government Obligations R Fund (ERGOX)

3 months
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See Eaton Vance Government Obligations R Fund (ERGOX) performance details as of January 31, 2010

  

    Last Trade: $7.50 on 3/18/2010, Change: -0.03 (-0.4%)

  

Fund Manager - Susan Schiff

Fund Manager Tenure: 17.4 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Schiff is a vice president and portfolio manager at Eaton Vance Management. She joined the company in 1985 as an administrative assistant, then became a research associate and later an analyst. Previously, she spent two years as a registered sales assistant with PaineWebber. Schiff holds the Chartered Financial Analyst designation and a member of both the Association for Investment Management and Research and the Boston Security Analysts Society.  Get more insights on Susan Schiff

  

What we like about Eaton Vance Government Obligations R Fund (ERGOX) What we like about Eaton Vance Government Obligations R Fund (ERGOX)

Data for Eaton Vance Government Obligations R Fund (ERGOX) as of January 31, 2010

  • Eaton Vance Government Obligations R Fund (ERGOX) management has been with Eaton Vance Government Obligations R Fund for 17.4 years
  • Eaton Vance Government Obligations R Fund (ERGOX) has good short-term performance (1-year return 6.29% vs 4.21% Short Government category average)
  • Eaton Vance Government Obligations R Fund (ERGOX) has good mid-term performance (3-year return 6.83% vs 4.96% Short Government category average)
  • Eaton Vance Government Obligations R Fund (ERGOX) has good Long-term performance (5-year return 5.21% vs 3.96% Short Government category average)
  • Eaton Vance Government Obligations R Fund (ERGOX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Government Obligations R Fund (ERGOX) has a Morningstar rating of 4 and above
  • Eaton Vance Government Obligations R Fund (ERGOX) has an annual stock turnover rate of 28.00% vs Short Government average of 163.17%. It is good that Eaton Vance Government Obligations R management does not trade extensively for its return.

  

What we are cautious about Eaton Vance Government Obligations R Fund (ERGOX) What we are cautious about Eaton Vance Government Obligations R Fund (ERGOX)

Data for Eaton Vance Government Obligations R Fund (ERGOX) as of January 31, 2010

  • Eaton Vance Government Obligations R Fund (ERGOX) is less safe compared to its Short Government peers
  • Eaton Vance Government Obligations R Fund (ERGOX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.26 that is higher than category average of 2.3
  • Eaton Vance Government Obligations R Fund (ERGOX) has a higher management fee of 1.44% than its Short Government average of 0.87%
  • Even though Eaton Vance Government Obligations R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Eaton Vance Government Obligations R Fund (ERGOX) performance details as of January 31, 2010

  

  

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Eaton Vance Government Obligations R Fund (ERGOX) Net Asset

Track net asset change of Eaton Vance Government Obligations R fund (ERGOX)

DateNet Asset
01/2010$7.41M
11/2009$5.24M
10/2009$5.04M
More historic net asset information on Eaton Vance Government Obligations R Fund (ERGOX)

  

Eaton Vance Government Obligations R Fund (ERGOX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Government Obligations R fund (ERGOX)

DateCashStockBondOther
09/20094.68%0%95.32%0%
06/20093.2%0%96.8%0%
03/20093.2%0%96.8%0%
Click here to see more historic asset allocation information on Eaton Vance Government Obligations R Fund (ERGOX)

  

Most Recent Top 10 Holdings in Eaton Vance Government Obligations R Fund (ERGOX)

Discover what Eaton Vance Government Obligations R Fund (ERGOX) manager is buying

30-Sep-09
FNMA FRN [4.37%]
FNMA FRN [4.17%]
FNMA 4.5% [3.74%]
FNMA FRN [3.25%]
FNMA [2.03%]
FHLMC FRN [1.65%]
GNMA 7% [1.53%]
FHLMC CMO 8% [1.52%]
FNMA FRN [1.47%]
FHLMC 7% [1.4%]

30-Jun-09
FNMA FRN [4.58%]
FNMA FRN [4.4%]
FNMA 4.5% [4.13%]
FNMA FRN [3.35%]
FNMA [2.17%]
FHLMC FRN [1.7%]
GNMA 7% [1.61%]
FHLMC CMO 8% [1.59%]
FNMA FRN [1.57%]
FHLMC 7% [1.49%]

31-Mar-09
FNMA FRN [4.58%]
FNMA FRN [4.4%]
FNMA 4.5% [4.13%]
FNMA FRN [3.35%]
FNMA [2.17%]
FHLMC FRN [1.7%]
GNMA 7% [1.61%]
FHLMC CMO 8% [1.59%]
FNMA FRN [1.57%]
FHLMC 7% [1.49%]
Click here for Stock Holding Change Map in Eaton Vance Government Obligations R Fund (ERGOX)

  

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