Eaton Vance Global Macro Absolute Return Advantage Fund Class I (EGRIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.44
+0.04 (0.32%)
At close: Feb 13, 2026
Fund Assets4.25B
Expense Ratio1.97%
Min. Investment$250,000
Turnover135.00%
Dividend (ttm)0.78
Dividend Yield6.25%
Dividend Growth25.16%
Payout FrequencyAnnual
Ex-Dividend DateDec 30, 2025
Previous Close12.40
YTD Return6.42%
1-Year Return24.01%
5-Year Return51.57%
52-Week Low10.00
52-Week High12.44
Beta (5Y)n/a
Holdings1
Inception DateAug 31, 2010

About EGRIX

Eaton Vance Global Macro Absolute Return Advantage Fund Class I is a nontraditional bond mutual fund that pursues an absolute return strategy with global reach. Its primary purpose is to offer total return—defined as both income and capital appreciation—by seeking investment opportunities unconstrained by traditional benchmarks. The fund employs a flexible, macroeconomic approach managed by Eaton Vance’s experienced team, utilizing extensive economic and political research to guide investment decisions across both developed and emerging markets. Key features include the use of long and short positions in a variety of sovereign assets such as foreign currencies, interest rates, and sovereign credits, as well as derivatives and other instruments to manage exposure and risk. The fund may also invest in corporate debt, equity, municipal obligations, and commodities-related instruments. Diversification and risk management are enhanced by its ability to navigate improving or deteriorating markets globally, with allocations spanning government debt, cash equivalents, and other fixed-income securities. Eaton Vance Global Macro Absolute Return Advantage Fund Class I plays a strategic role within a portfolio by aiming to deliver returns that are not closely correlated to traditional bond or equity market movements, thereby potentially stabilizing overall portfolio performance during periods of market volatility.

Fund Family Eaton Vance
Category Nontraditional Bond
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EGRIX
Share Class Class I
Index ICE BofA US 3-Month T Bill TR IX

Performance

EGRIX had a total return of 24.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.38%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
EGRSXClass R61.94%
EGRAXClass A2.22%
EGRRXClass R2.47%
EGRCXClass C2.97%

Top Holdings

100.01% of assets
NameSymbolWeight
Global Macro Absolute Return Advantage Portfolion/a100.01%

Dividend History

Ex-DividendAmountPay Date
Dec 30, 2025$0.7779Dec 31, 2025
Dec 30, 2024$0.6215Dec 31, 2024
Dec 28, 2023$0.3406Dec 29, 2023
Dec 29, 2022$0.4614Dec 30, 2022
Dec 30, 2021$0.5002Dec 31, 2021
Dec 30, 2020$0.6024Dec 31, 2020
Full Dividend History