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Parametric Commodity Strategy Fund (EAPCX)

6.44 +0.04 (+0.62%)
At close: 8:00 PM EST
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DELL
  • Previous Close 6.40
  • YTD Return 10.75%
  • Expense Ratio 0.93%
  • Category Commodities Broad Basket
  • Last Cap Gain -16.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.41B
  • Beta (5Y Monthly) 0.87
  • Yield 3.10%
  • 5y Average Return --
  • Holdings Turnover 0.00%
  • Last Dividend 0.20
  • Inception Date May 25, 2011

The fund invests primarily in commodity-linked derivative instruments backed by a portfolio of fixed-income securities. The fund's portfolio of fixed-income securities is generally comprised of U.S. Treasury securities and money market instruments. The average portfolio duration of the fund's fixed-income portfolio will vary and under normal market conditions is not expected to exceed one year. Commodity-linked derivative instruments include commodity index-linked swap agreements, futures, and commodity linked notes.

Eaton Vance

Fund Family

Commodities Broad Basket

Fund Category

1.41B

Net Assets

2011-05-25

Inception Date

Performance Overview: EAPCX

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Trailing returns as of 11/1/2024. Category is Commodities Broad Basket.

YTD Return

EAPCX
10.75%
Category
22.37%
?

1-Year Return

EAPCX
6.88%
Category
48.08%
?

3-Year Return

EAPCX
8.16%
Category
3.58%
?

5-Year Return

EAPCX
12.55%
Category
3.25%
?

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