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8.29

FUND

^(0.01)

0.12%

May 23 2013

Advice

Diversification Suggestion

Use Eaton to protect against small markets fluctuations. The fund experiences normal downward trend and little activity

Analyze Eaton Vance Strategic Trend or Check current 30 days Eaton correlation with market (S&P 500)

1 Month Beta

0.04

Highest Price:

Lowest Price:

8.32

8.24

May 09 2013

April 23 2013

As returns on market increase, Eaton returns are expected to increase less than the market. However during bear market, the loss on holding Eaton will be expected to be smaller as well.

Eaton Vance Strategic Income R Small Beta

ERSIX

NASDAQ

Eaton Vance Strategic Income R

Eaton Vance

Multisector Bond

Benchmark S&P 500

Contact Number: 800. 262. 1122

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	2.82 B
Last Dividend Paid	0.03

Nasdaq		0.97 %
ERSIX		0.12 %
SP 500		0.53 %
Russel		0.66 %
NYSE		1.07 %

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Eaton Leadership

Eric Stein Fund Manager since December 1, 2009, CFA

Kathleen Gaffney Fund Manager since December 5, 2012

Eaton Price and Market Media

The median price of Eaton for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 8.27 with a coefficient of variation of 0.3. The daily time series for the period is distributed with a sample standard deviation of 0.02, arithmetic mean of 8.28, and mean deviation of 0.02. The Fund did not receive any noticable media coverage during the period.

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Eaton Summary

Eaton Vance Strategic Income R [ERSIX] is traded in USA and was established in August 2, 2009. The fund is listed under Multisector Bond category and is part of Eaton Vance family. This fund currently has accumulated 2.82 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Strategic Income R is currently producing year-to-date (YTD) return of 0.95% with the current yeild of 4.36%, while the total return for the last 3 years was 10.9%.

Check Eaton Probability Of Bankruptcy

Fund Instrument Allocation for Eaton

The fund invests 14.62% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (53.49%), cash(0.06%) and various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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Eaton vs. PIMCO

Correlation analysis and fundamentals comparison between Eaton Vance Strategic and PIMCO Income C

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Fundamentals

Eaton Asset Under Management

Eaton Vance Strategic Income R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 253.04 Billion. Eaton claims roughly 2.82 Billion in net asset contributing just under 2% to funds under Multisector Bond category.

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