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Eaton Vance Total Return Bond Fund Class I (0P0000KXQJ)
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10.330
+0.040
+0.39%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.01B
Eaton Vance Core Plus Bond Fund Class I
10.330
+0.040
+0.39%
- Overview
- Profile
- Historical Data
- Holdings
Eaton Vance Total Return Bond Fund Class I Overview
On this page you'll find an in-depth profile of Eaton Vance Total Return Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000KXQJ among other information.
Investment Strategy
The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds and other fixed and floating-rate income instruments (the "80% Policy"). It may invest up to 35% of its net assets in bonds and other fixed and floating-rate income instruments rated below investment grade and in unrated instruments determined by the investment adviser to be of below investment grade quality (“junk bonds”).
Contact Information
Address
Two International Place
Boston,MA 02110
United States
Boston,MA 02110
United States
Phone
+1 8008362414
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian S. Ellis | Portfolio Manager | 2022 | Now |
| Biography | Brian is a managing director of Morgan Stanley Investment Management and a portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies, including Calvert Research and Management Multi-Sector strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he worked as a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston. | ||
| Vishal Khanduja | Managing Director | 2019 | Now |
| Biography | Vishal is a managing director of Morgan Stanley Investment Management, Co-Head of the Broad Markets Fixed Income team and a portfolio manager. He is responsible for buy and sell decisions and portfolio construction. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2012. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and CFA Society Boston. He is a CFA charterholder. | ||
| John H. Croft | Vice President | 2019 | 2022 |
| Biography | John Croft is a vice president of Eaton Vance Management, director of credit research and portfolio manager on Eaton Vance’s investmentgrade fixed-income team. Prior to joining Eaton Vance in 2004, John was a credit analyst with Fidelity Management & Research Co., focusing on credit analysis of international and domestic financial institutions. | ||
| Matthew Buckley | Vice President | 2015 | 2022 |
| Biography | Matthew Buckley is a Vice President of Boston Management and Research since May 2015. Mr. Buckley is currently a portfolio manager and has been a structured finance analyst in Eaton Vance’s Diversified Fixed Income group for more than five years. | ||
| Henry Peabody | Vice President, Portfolio Manager and Research Analyst | 2017 | 2019 |
| Biography | Henry Peabody, CFA - Investment Officer - Fixed Income Portfolio Manager - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2019 - Previous experience includes 6 years as Vice President, Portfolio Manager and Research Analyst at Eaton Vance Management; 3 years as Vice President, Research Analyst at Merganser Capital Management; 6 years as Research Analyst and Trader at Emerson Investment Management. - Member of several portfolio management teams, primarily focused on US credit investing in core, core plus, global aggregate, global aggregate opportunistic and global credit strategies - Affiliations include Boston Security Analyst's Society, CFA Institute - Boston College, Carroll School of Management, Master of Business Administration - Trinity College, Bachelor of Arts | ||
| Kathleen C. Gaffney | Vice President | 2015 | 2019 |
| Biography | Ms. Gaffney has been at Eaton Vance and BMR since October 2012. Prior to joining Eaton Vance in 2012, she was a vice president and portfolio manager at Loomis, Sayles & Company. Ms. Gaffney began her career at Loomis Sayles in 1984. From 1992 to 2012, she served as Vice President and Fixed Income Portfolio Manager. From 1988 - 1992 she held served as Vice President and Fixed Income Trader. From 1984 to 1988 she served as a Fixed Income and Equity Trader. Ms. Gaffney holds the designation of Chartered Financial Analyst. She received a B.A. from the University of Massachusetts at Amherst, and has been with the investment industry since 1984. | ||
| Bernard Scozzafava | Research Analyst/Trader | 2015 | 2017 |
| Biography | Bernie leads Parametric’s corporate bond quantitative research, which supports the development of rules-based algorithms used to construct corporate ladder, Custom Core® fixed income, and liability-driven investing (LDI) portfolios. As a portfolio manager, he is responsible for designing and implementing his team’s hybrid investment process, which combines forward-looking credit research with sound portfolio construction techniques. Bernie began his career in the investment management industry in 1984 with the Federal Reserve Bank of New York. Prior to joining the firm in 2006 (originally as an employee of Parametric’s parent company, Eaton Vance), he was a portfolio manager and credit analyst with MFS Investment Management. He is a member of the CFA Society Boston and is a CFA charterholder. Bernie earned a BA in economics and mathematics from Hamilton College and an MS in finance from the MIT Sloan School of Management. | ||
| Thomas H. Luster | Consultant | 2015 | 2017 |
| Biography | Tom is responsible for rules-based fixed income strategies, quantitative research, and investment process automation for Parametric’s Fixed Income Team. He began his career in the investment management industry with Eaton Vance in 1995. Previously, Tom was affiliated with Deloitte & Touche Consulting and the Naval Center for Space Technology. A member of the CFA Society of Boston, Tom was formerly chairman and a governor’s appointee to the board of trustees of Health Care Security, which oversees the investment of tobacco litigation settlement funds for the Commonwealth of Massachusetts. He is a CFA charterholder. Tom’s commentary has appeared in the Wall Street Journal, Reuters, Investor’s Business Daily, and American Banker, and he has been featured on New England Cable News and Bloomberg Radio. He earned a BS from George Washington University and an MBA from the University of Chicago. | ||
| Cynthia J. Clemson | Vice President | 2009 | 2015 |
| Biography | Cindy Clemson is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She joined Calvert Research and Management in 2016. Cindy began her career in the investment management industry in 1985. She has been affiliated with the Eaton Vance organization since 1985. Cindy earned a B.A. from Mount Holyoke College and an MBA from Boston University. She is a member of the Boston Municipal Analysts Forum, the CFA Society of Boston, the Municipal Bond Buyer Conference and the National Federation of Municipal Analysts. | ||
| Craig Robert Brandon | Vice President | 2009 | 2015 |
| Biography | Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder. | ||
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