| Eaton Vance VT Floating-Rate Inc ADV |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
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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 |
0.95%
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(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.92%
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Type |
Date |
% |
| --- |
--- |
--- |
--- |
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| Inception Date: 2014-04-15 |
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| Mngr Name |
Andrew N. Sveen |
| Mngr Start Date |
2008-01-30 |
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| Biography |
| Andrew Sveen is a vice president of Eaton Vance Management, co-director of bank loans and portfolio manager on 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 1999.
Andrew began his career in the investment management industry in 1995. Previously at Eaton Vance, he was director of loan trading and capital markets. Before joining Eaton Vance, he worked as a corporate lending officer at State Street Bank.
Andrew earned a B.A. from Dartmouth College and an MBA from the William E. Simon School at the University of Rochester. He is a CFA charterholder. Andrew serves as a member of the board of directors of the Loan Syndications and Trading Association (LSTA). His commentary has appeared in Bloomberg, Financial Times and Reuters. |
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| Mngr Name |
Michael J. Turgel |
| Mngr Start Date |
2019-05-01 |
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| Biography |
| Michael Turgel is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance's investment-grade fixed-income team. He is also a senior credit analyst with Eaton Vance's Floating-Rate Loan Group. His area of coverage includes the independent power producer, food and metals industries. Michael joined Eaton Vance in 2006. Prior to joining the firm, he worked as an SEC reporting analyst at Boston Communications Group, Inc. from 2003 to 2004 and as an assurance advisory professional for Deloitte & Touche from 1998 to 2003. He earned a bachelor’s degree in Business Administration from the University of Massachusetts, Amherst in 1998 and an M.B.A. from the Leonard N. Stern School of Business at New York University in 2006. He is a CFA charterholder and a member of the Boston Security Analysts Society. |
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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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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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