Eaton Vance Short Fund Quote
| ETSIX Fund | USD 6.72 0.02 0.30% |
PerformanceSolid
| Odds Of DistressLow
|
Eaton Vance is trading at 6.72 as of the 5th of March 2025; that is 0.30% up since the beginning of the trading day. The fund's open price was 6.7. Eaton Vance has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 5th of March 2025. Click here to learn more.
The fund has a flexible investment strategy and will invest in a variety of securities and other investments and use a variety of investment techniques in pursuing its investment objective. The fund seeks to achieve its investment objective of total return by investing in registered investment companies managed by Eaton Vance and its affiliates that invest in different asset classes . More on Eaton Vance Short
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Eaton Vance (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Short [ETSIX] is traded in USA and was established 5th of March 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Eaton Vance family. This fund currently has accumulated 3.64 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Short is currently producing year-to-date (YTD) return of 3.15% with the current yeild of 0.07%, while the total return for the last 3 years was 5.39%.
Check Eaton Vance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Short Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Short Mutual Fund Constituents
| ANGL | VanEck Fallen Angel | Etf | High Yield Bond | |
| EAFAX | Eaton Vance Floating Rate | Mutual Fund | Bank Loan | |
| EELDX | Eaton Vance Emerging | Mutual Fund | Emerging Markets Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| EADOX | Eaton Vance Emerging | Mutual Fund | Emerging Markets Bond |
Eaton Vance Short Risk Profiles
| Mean Deviation | 0.1579 | |||
| Standard Deviation | 0.2073 | |||
| Variance | 0.043 | |||
| Downside Variance | 0.0644 |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |