Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
9.950
+0.010
+0.10%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
⏰ Save Valuable Time with Faster Stock Data & Tools
Go Pro Now
Eaton Vance Multi-asset Credit Fund Class I (0P0000TOFB)
Add to/Remove from a Portfolio
Add to Watchlist
31/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 164.91M
Eaton Vance Multi-Strategy All Market Fund Class I
9.950
+0.010
+0.10%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
0P0000TOFB Overview
On this page you'll find an in-depth profile of Eaton Vance Multi-asset Credit Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000TOFB among other information.
Investment Strategy
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in credit-related investments. The adviser expects to invest at least 60% of the fund's net assets in corporate credit instruments (high yield bonds and floating-rate loans) rated below investment grade (i.e., rated lower than BBB by S&P Global Ratings or by Fitch Ratings or lower than Baa by Moody's or unrated and of comparable quality as determined by the investment adviser as well as derivatives that provide exposure to such investments.
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 |
|---|---|---|---|
| Daniel McElaney | - | 2023 | Now |
| Biography | Daniel McElaney is a portfolio manager on the Floating-Rate Loan team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s floating-rate loan strategies. He also focuses on coverage of the chemicals, business services, building materials and industrial equipment sectors. He joined Eaton Vance in 2004. Morgan Stanley acquired Eaton Vance in March 2021. Daniel began his career in the investment management industry in 2002. Before joining Eaton Vance, he was affiliated with Investors Bank & Trust. Daniel earned a B.S. from Babson College. He is a member of the CFA Society Boston and is a CFA charterholder. | ||
| Kelley Baccei Gerrity | Portfolio Manager | 2019 | Now |
| Biography | Kelley Baccei is a vice president of Eaton Vance Management and a portfolio manager on Eaton Vance’s high-yield team. She is responsible for buy and sell decisions and portfolio construction. She joined Eaton Vance in 2005. Kelley began her career in the investment management industry in 2000. Before joining Eaton Vance, she was the director of high-yield distressed research at Fieldstone Capital Group. Previously, she was associate director of fixed-income research at Scotia Capital Markets, Inc. Kelley earned a B.A. from Boston College and a certificate in credit analysis from New York University. | ||
| Jeffrey D. Mueller | Portfolio Manager | 2018 | Now |
| Biography | Jeff is a vice president of Eaton Vance Management International and portfolio manager on Eaton Vance’s high yield team. Jeff also provides research coverage on European and other non-US high yield opportunities. Jeff’s experience in the investment management industry dates to 2004. Prior to joining Eaton Vance in 2015, Jeff was a fund manager and research analyst with Threadneedle Investments in London. He earned a B.A. from the University of Wisconsin, and holds the IMC certification. Jeff is based in Eaton Vance’s London office. | ||
| Justin H. Bourgette | Vice President | 2011 | Now |
| Biography | Justin Bourgette is a vice president of Eaton Vance Management, director of global income investment strategy and portfolio manager on Eaton Vance's global income team. He is responsible for buy and sell decisions, portfolio construction and risk management. Justin joined Eaton Vance in 2006. Justin began his career in the investment management industry in 2006. Before joining Eaton Vance, he was affiliated with Investors Financial Services as an analyst in corporate finance and with National Grid, where he worked in business planning and engineering. Justin earned a B.S. from Worcester Polytechnic Institute and an M.S., with high honors, from Boston University. He is a CFA charterholder and a member of Eaton Vance's Asset Allocation Committee. | ||
| John P. Redding | Portfolio Manager | 2018 | 2023 |
| Biography | John Redding is a vice president of Eaton Vance Management and portfolio manager Eaton Vance's floating-rate loan team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's floating-rate loan strategies. He joined Eaton Vance in 1998. John began his career in the investment management industry in 1987. Before joining Eaton Vance, he was affiliated with GiroCredit Bank and Creditanstalt-Bankverein. John earned a B.S. from the University at Albany, State University of New York. While in London, he served on the board of directors of the Loan Market Association (LMA) and chaired the LMA's Insolvency Priority Group. His commentary has appeared in the Financial Times and Bloomberg. | ||
| Dan R. Strelow | Vice President | 2011 | 2018 |
| Biography | Dan Strelow 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. Dan began his career in the investment management industry in 1981. He has been affiliated with the Eaton Vance organization since 2005. Before joining the Eaton Vance organization, he was a managing director, CIO of fixed income and fixed-income portfolio manager with State Street Research and Management. He was previously affiliated with First Chicago Investment Advisors. Dan earned a B.A. in economics, magna cum laude, from Pacific Lutheran University and an MBA in finance from the University of Chicago Booth School of Business. He has published various white papers including "Pension Management In A World of Balance" (October 2005), "Solving the Pension Management Riddle" (December 2006), "The Slow March to LDI" (July 2007) and "LDI: More Than Duration-Matching" (Institutional Investor magazine 2008). He is a CFA charterholder and holds the Certificate in Investment Performance Measurement (CIPM) designation. | ||
| Thomas A. Shively | Portfolio Manager | 2011 | 2018 |
| Biography | Mr. Shively, Vice President and Portfolio Managers, joined Eaton Vance in 2011, has been affiliated with the Customized Solutions Group since 2005 as a part-time consultant. | ||
| Jeffrey A. Rawlins | Vice President | 2011 | 2014 |
| Biography | Rawlins is a Vice President of Eaton Vance and BMR and is Co-Director of the Liabilities-Based Solutions Group of Eaton Vance and BMR. Prior to joining Eaton Vance in 2005, Mr. Rawlins had served as a Managing Director of the Fixed Income Group at State Street Research and Management since 1989. | ||
Write your thoughts about Eaton Vance Multi-asset Credit Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review