Eaton Vance Floating-Rate Advantage Fund

Eaton Vance Mutual Funds Trust · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:EVFAXEAFAXECFAXEIFAX
$3.98B NAV
1 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Eaton Vance Floating-Rate Advantage Fund is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Master-feeder

Fund profile

As filed in the prospectus · 2026 Q1

The Funds investment objective is to provide a high level of current income.

Strategy · summarised

The fund invests at least 80% of its assets in floating rate senior loans, which are typically secured, below-investment-grade debt with a senior claim on borrower assets ahead of subordinated debt and equity. The fund may also hold junior loans, fixed-income securities, and money market instruments, and uses leverage to enhance income. Because the fund selects loans based on a systematic risk-weighted approach applied to fundamental analysis rather than an index, its composition and returns depend on the adviser's credit assessments and security selection.

Expenses
1.95% 2.77%across 5 share classes
Share classExpense ratio
EVFAX2.27%
EAFAX2.27%
ECFAX2.77%
EIFAX2.02%
C0002138551.95%

Portfolio turnover 42.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

131.18%
of net assets
Loans115.41%
Bonds6.62%
Securitized3.91%
Cash & short-term3.38%
3 smaller1.86%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1

New and exited totals aren’t verifiable for this fund.

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.70%+23.35%+28.50%2.62%-1.41%
+4.59%+23.36%+28.41%2.58%-1.41%
+4.05%+21.53%+25.22%2.62%-1.59%
+4.95%+24.26%+30.10%2.62%-1.37%
+4.88%+24.39%+30.38%2.53%-1.35%

These classes hold the same portfolio, so the 5.16pp spread over 5 years is the cost difference between them — roughly 1.03pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Senior Debt Portfolio (MA)100.60%$4.00B
Showing 1 of 1

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 100.60% of net assets, top 25 100.60%, across 1 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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