| Eaton Vance VT Floating-Rate Inc ADV |
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| Release date as of 2025-04-30. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2025-05-01 |
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| Maximum Fees |
| Administrative |
--- |
| Management |
0.58%
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| 12b-1 |
--- |
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| Actual Fees |
| 12b-1 |
--- |
| Management |
0.58%
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| Expense Ratio |
0.94%
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(taken from annual report dated 2024-12-31) |
| Total Annual Operating Expense |
0.94%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2014-04-15 |
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| Mngr Name |
Michael Turgel |
| Mngr Start Date |
2019-05-01 |
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| Biography |
| Michael Turgel 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 independent power producer, food and metals industries. He joined Eaton Vance in 2006. Morgan Stanley acquired Eaton Vance in March 2021. Michael began his career in the investment management industry in 2005. Before joining Eaton Vance, he worked as an SEC reporting analyst at Boston Communications Group, Inc. and as an assurance advisory professional for Deloitte & Touche. He earned a bachelor’s degree from the University of Massachusetts, Amherst and an MBA from the Leonard N. Stern School of Business at New York University. He is a member of the CFA Society Boston and is a CFA charterholder. |
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| Mngr Name |
Jeffrey R. Hesselbein |
| Mngr Start Date |
2019-05-01 |
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| Biography |
| Hesselbein is a Vice President of Eaton Vance, has been employed by Eaton Vance for more than five years and manage other Eaton Vance floating-rate loan portfolios. |
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Returns will vary and shares may be worth more or less than their original cost when sold.
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