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ECRRX Eaton Vance Short Duration Real Return C

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Fund ECRRX Eaton Vance Short Duration Real Return C LTPZ PIMCO 15+ Year US TIPS ETF  
100% 90%
Annual Fees
(1.50% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$11,764.66 $17,434.46
Est. savings over 30 yrs +$5,669.81
As of 12/31/16
1 YR RETURN 4.94%
3 YR 0.09%
5 YR 0.47%
10 YR --
1 YR RETURN 9.51%
3 YR 6.04%
5 YR 1.41%
10 YR --
The investment seeks real return. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in "real return" instruments, which include (i) inflation-indexed debt obligations of varying maturities issued by the United States and non-U.S. governments, their agencies or instrumentalities, corporations and other issuers and (ii) other fixed or floating-rate debt obligations (including floating-rate loans) with respect to which the fund enters into agreements to swap nominal interest payments for payments based on changes in the U.S. Consumer Price Index ("CPI") or other measures of inflation. It is non-diversified.
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury IndexSM. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index SM (the "underlying index"). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities ("TIPS") with a maturity of at least 15 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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