EGMSX Mutual Fund

NAV$9.03

Fund Essentials - as of Apr 30, 2026

Net Assets
-
Expense Ratio
1.19%
Dividend Yield (Current)
6.30%
Holdings
1
Inception Date
May 31, 2017
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+4.35%
1 Year+11.43%
3 Year+9.23%
5 Year+6.49%

Asset Allocation

Other: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
-Global Macro Portfolio100.03%
Top 10 Concentration: 100.03%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.30%
Frequency
Monthly
Latest Distribution
$0.06
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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EGMSX Mutual Fund Overview

EGMSX Mutual Fund (Eaton Vance Global Macro Absolute Return Fund Class R6) is managed by Eaton Vance. EGMSX expense ratio is 1.19%, holding 1 positions across sectors including Other. Inception date: 2017-05-31.

EGMSX performance shows a YTD return of 4.35%. The 1-year return is 11.43% and the 5-year return is 6.49%. EGMSX dividend yield stands at 6.30%, paid monthly.

EGMSX top holdings include Global Macro Portfolio (100.0%). View all EGMSX holdings, sector breakdown, or dividend history.

EGMSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EGMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.