Name Funds
holding
Growth Growth % Return since
31 Dec ‘23
2026
97 -1 -1% 15.2%
2027
97 -1 -1% 17.2%
2028
191 -2 -1% 24%
OFLX icon
2029
Omega Flex
OFLX
$328M
93 -1 -1% 53.9%
2030
91 -1 -1% 29.7%
2031
180 -2 -1% 21.1%
2032
180 -2 -1% 15.1%
2033
89 -1 -1% 522%
2034
88 -1 -1% 13.8%
2035
176 -2 -1% 8.75%
EFR
2036
Eaton Vance Senior Floating-Rate Fund
EFR
$332M
86 -1 -1% 11.1%
2037
84 -1 -1% 55.4%
2038
83 -1 -1% 3.14%
2039
83 -1 -1% 2.58%
2040
82 -1 -1% 49.9%
2041
81 -1 -1% 11.4%
2042
161 -2 -1% 2.34%
2043
80 -1 -1% 26.3%
2044
80 -1 -1% 147%
2045
80 -1 -1% 102%
2046
237 -3 -1% 20.3%
2047
78 -1 -1% 23.8%
2048
75 -1 -1% 18.6%
2049
150 -2 -1% 36.5%
2050
147 -2 -1% 9.92%