Eaton Vance Short Duration Real Return Fund

U.S. News evaluated 54 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Eaton Vance funds

See full Inflation-Protected Bond rankings

See more fund rankings

Performance

The fund has returned 2.82 percent over the past year, and 1.84 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 1.8%
1 Year 2.8%
3 Years (Annualized) 1.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more EARRX performance

Summary

The investment seeks real return. Under normal market conditions, the fund invests at least 80% of its net assets in "real return" instruments. Real return is defined as total return less the estimated cost of inflation (typically measured by the change in an official inflation measure). The fund will limit its real duration to 3.5 years or less and will maintain a weighted average credit quality of investment grade. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Eaton Vance Short Duration Real Return Fund has an expense ratio of 1.08 percent.

See more EARRX fees

Risk

Risk is Low compared to funds in the same category according to Morningstar.

See more EARRX risk

Inflation-Protected Bond Funds