Eaton Vance Short Duration Diversified Income (EVG)
Frequently Asked Questions About Eaton Vance Short Duration Diversified Income (EVG)
Can EVG be included in a retirement portfolio?
Eaton Vance Short Duration Diversified Income can be considered as part of a retirement portfolio, especially for those seeking income during retirement. Its focus on generating regular dividends may appeal to retirees looking for cash flow, but it’s essential for each individual to consider their overall investment strategy and risk tolerance before adding the fund.
How does EVG distribute income to investors?
Eaton Vance Short Duration Diversified Income typically distributes income to investors through monthly dividends. These distributions are derived from the interest income generated by the fund’s portfolio, and the amount may vary based on the performance of the underlying securities and the overall yield of the portfolio.
How does the fund address interest rate risk?
The fund addresses interest rate risk by focusing on shorter-duration securities, as they tend to be less sensitive to changes in interest rates compared to longer-duration bonds. By maintaining a portfolio comprised mainly of bonds with shorter maturities, Eaton Vance Short Duration Diversified Income aims to reduce potential volatility while still pursuing attractive income.
How has EVG performed historically?
Historically, Eaton Vance Short Duration Diversified Income has aimed to provide consistent income through its diversified bond portfolio. While past performance does not guarantee future results, the fund has generally sought to offer a reliable yield through prudent investment strategies, adapting to changing market conditions to maintain its income generation capabilities.
Is EVG suitable for risk-averse investors?
Eaton Vance Short Duration Diversified Income may be a suitable option for risk-averse investors seeking income while minimizing exposure to interest rate fluctuations. Its focus on short-duration bonds and diversified holdings can help mitigate some risk, but investors should still evaluate their individual risk tolerance and investment goals before considering any investment.
What are the primary assets held by EVG?
Eaton Vance Short Duration Diversified Income primarily holds a range of fixed-income assets, such as corporate bonds, government securities, and mortgage-backed securities. The focus is on shorter-duration investments, which typically have maturities of three to five years, enabling the fund to mitigate risks associated with rising interest rates.
What are the risks associated with investing in EVG?
Investing in Eaton Vance Short Duration Diversified Income carries several risks, including interest rate risk, credit risk, and market risk. While the focus on shorter-duration securities may help mitigate some interest rate risk, it is still possible for the fund's value to be affected by shifts in interest rates, economic conditions, and the credit quality of the underlying bonds.
What does Eaton Vance Short Duration Diversified Income (NYSE:EVG) do?
Eaton Vance Short Duration Diversified Income is an investment fund focused on providing high current income through diversified investments in various fixed-income securities. The fund seeks to achieve its investment objectives by investing primarily in shorter-duration bonds, including corporate bonds and other debt instruments, to manage risk while pursuing attractive yields.
What is the expense ratio of EVG?
The expense ratio of Eaton Vance Short Duration Diversified Income reflects the costs associated with managing the fund, including management fees and operational expenses. While this can fluctuate, it is important for investors to keep an eye on the expense ratio, as a lower ratio generally indicates more of the fund's income is passed on to investors.
What is the investment strategy of EVG?
Eaton Vance Short Duration Diversified Income employs a strategy that emphasizes shorter-duration securities to reduce interest rate risk and volatility. The fund aims to deliver high yield through a diversified portfolio that may include debt securities from various sectors, both domestically and internationally, ensuring that it balances risk and return effectively.
What is the minimum investment required for EVG?
The minimum investment requirement for Eaton Vance Short Duration Diversified Income can vary depending on the investment platform and type of account. Generally, mutual funds have minimum thresholds ranging from a few hundred to several thousand dollars, so it's advisable for prospective investors to check with their broker or the fund provider for specific details.
What is the tax efficiency of EVG?
The tax efficiency of Eaton Vance Short Duration Diversified Income can depend on the types of securities held within the fund. While the fund may generate taxable income, including interest from bonds, Eaton Vance’s management strategies may include the use of tax-exempt securities or tax-efficient investment approaches, which can help mitigate the tax implications for investors.
What is the yield of EVG?
The yield of Eaton Vance Short Duration Diversified Income fluctuates based on the income generated by the underlying portfolio and prevailing market conditions. The fund typically reports its yield regularly, giving investors an idea of the income they can expect. However, it is important to note that yields can vary over time due to changes in interest rates and the performance of the securities held.
What makes EVG different from other bond funds?
Eaton Vance Short Duration Diversified Income distinguishes itself from other bond funds through its specific focus on shorter-duration securities, which can reduce interest rate risk while still providing reasonable yields. Additionally, its diversified approach across various fixed-income sectors aims to balance risk and income potential effectively.
What tools or resources are available for EVG investors?
Eaton Vance provides various tools and resources for investors in Eaton Vance Short Duration Diversified Income, including performance reports, market insights, and educational materials on fixed-income investing. Investors can access these resources through the Eaton Vance website or through their brokerages, helping them make informed investment decisions.
What types of bonds does EVG primarily invest in?
Eaton Vance Short Duration Diversified Income primarily invests in corporate bonds, government securities, and occasionally other fixed-income instruments that provide a yield. The emphasis is on bonds with shorter maturities, which may include investment-grade and high-yield (junk) bonds, depending on the market environment and opportunities.
Where can I buy shares of EVG?
Shares of Eaton Vance Short Duration Diversified Income can be purchased through brokerage accounts that offer access to the New York Stock Exchange (NYSE). Investors can buy shares on the open market, just like any other publicly traded stock or exchange-traded fund (ETF). It's a good idea to research brokerage options to find one that meets your trading needs.
Who manages Eaton Vance Short Duration Diversified Income?
The fund is managed by Eaton Vance Management, a well-established investment management firm with extensive experience in fixed-income and equity markets. The management team is skilled in evaluating credit quality and market conditions, allowing them to make informed decisions that align with the fund’s income-oriented objectives.
What is the current price of Eaton Vance Short Duration Diversified Income?
The current price of Eaton Vance Short Duration Diversified Income is 10.98
When was Eaton Vance Short Duration Diversified Income last traded?
The last trade of Eaton Vance Short Duration Diversified Income was at 7:00 pm EDT on October 17th, 2025
What is the market capitalization of Eaton Vance Short Duration Diversified Income?
The market capitalization of Eaton Vance Short Duration Diversified Income is 283.47M
How many shares of Eaton Vance Short Duration Diversified Income are outstanding?
Eaton Vance Short Duration Diversified Income has 25.82M shares outstanding.