Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.81% 4.329B -- 106.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
1.093B 17.76% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests significantly in securities, derivatives and other instruments to establish long and short investment exposures to emerging markets. The Fund invests at least 80% of its net assets in fixed-income securities denominated in currencies of emerging market countries.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global LC
Peer Group Emerging Markets Local Currency Debt Fds
Global Macro Bond Emerging Markets
US Macro Emerging Markets Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Emerging Markets Local Currency Debt Fds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 16
-22.11M Peer Group Low
128.49M Peer Group High
1 Year
% Rank: 10
1.093B
-57.04M Peer Group Low
1.234B Peer Group High
3 Months
% Rank: 12
-12.64M Peer Group Low
278.19M Peer Group High
3 Years
% Rank: 3
-338.68M Peer Group Low
2.387B Peer Group High
6 Months
% Rank: 3
-12.17M Peer Group Low
674.58M Peer Group High
5 Years
% Rank: 3
-156.28M Peer Group Low
2.851B Peer Group High
YTD
% Rank: --
349.38M Peer Group Low
349.38M Peer Group High
10 Years
% Rank: 3
-3.088B Peer Group Low
3.313B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
18.23%
7.40%
1.52%
-6.27%
11.39%
14.78%
17.20%
1.24%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.15%
14.09%
8.00%
-2.42%
-14.88%
10.48%
7.15%
12.46%
0.27%
23.01%
4.98%
-7.57%
-11.51%
13.94%
-0.97%
26.00%
0.83%
--
--
--
--
13.16%
9.42%
15.64%
0.83%
13.48%
2.53%
6.90%
-11.25%
13.10%
15.84%
19.16%
1.45%
As of January 12, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (1-9-26) 10.22%
30-Day SEC Yield (11-30-25) 10.30%
7-Day SEC Yield --
Number of Holdings 932
Bond
Yield to Maturity (7-31-25) 8.01%
Effective Duration --
Average Coupon 10.00%
Calculated Average Quality 5.447
Effective Maturity 6.476
Nominal Maturity 6.993
Number of Bond Holdings 776
As of July 31, 2025

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.85%
Stock 0.00%
Bond 95.82%
Convertible 0.00%
Preferred 0.00%
Other 0.33%
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Top 10 Holdings

Name % Weight Price % Change
Morgan Stanley Inst Liq Govt Port Institutional 6.16% 1.00 0.00%
Morgan Stanley Inst Liq Govt Port Institutional 6.16% 1.00 0.00%
POLAND, REPUBLIC OF (GOVERNMENT) 2% 25-AUG-2036
3.40% -- --
POLAND, REPUBLIC OF (GOVERNMENT) 2% 25-AUG-2036
3.40% -- --
EGYPT, ARAB REPUBLIC OF (GOVERNMENT) 24.458% 01-OCT-2027
3.20% -- --
EGYPT, ARAB REPUBLIC OF (GOVERNMENT) 24.458% 01-OCT-2027
3.20% -- --
MEXICO (UNITED MEXICAN STATES) (GOVERNMENT) 7.75% 23-NOV-2034
3.17% -- --
MEXICO (UNITED MEXICAN STATES) (GOVERNMENT) 7.75% 23-NOV-2034
3.17% -- --
USD CASH
3.02% -- --
USD CASH
3.02% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.62%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1.00M None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks total return. The Fund invests significantly in securities, derivatives and other instruments to establish long and short investment exposures to emerging markets. The Fund invests at least 80% of its net assets in fixed-income securities denominated in currencies of emerging market countries.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Emerging Markets Global LC
Peer Group Emerging Markets Local Currency Debt Fds
Global Macro Bond Emerging Markets
US Macro Emerging Markets Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Emerging Markets Local Currency Debt Fds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (1-9-26) 10.22%
30-Day SEC Yield (11-30-25) 10.30%
7-Day SEC Yield --
Number of Holdings 932
Bond
Yield to Maturity (7-31-25) 8.01%
Effective Duration --
Average Coupon 10.00%
Calculated Average Quality 5.447
Effective Maturity 6.476
Nominal Maturity 6.993
Number of Bond Holdings 776
As of July 31, 2025

Fund Details

Key Dates
Inception Date 2/4/2013
Share Classes
EADOX A
EELDX Retirement
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:EIDOX", "name")
Broad Asset Class: =YCI("M:EIDOX", "broad_asset_class")
Broad Category: =YCI("M:EIDOX", "broad_category_group")
Prospectus Objective: =YCI("M:EIDOX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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