Eaton Vance Floating Rate Fund Quote
| EVFAX Fund | USD 9.86 0.01 0.10% |
PerformanceInsignificant
| Odds Of DistressLow
|
Eaton Vance is trading at 9.86 as of the 23rd of March 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.85. Eaton Vance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its total assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers . More on Eaton Vance Floating Rate
Moving together with Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Bank Loan Funds, Bank Loan, Eaton Vance (View all Sectors) |
| Update Date | 31st of March 2025 |
Eaton Vance Floating Rate [EVFAX] is traded in USA and was established 23rd of March 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Eaton Vance family. This fund currently has accumulated 10.37 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Floating is currently producing year-to-date (YTD) return of 0.03% with the current yeild of 0.08%, while the total return for the last 3 years was 7.09%.
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 Floating Rate 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.
Eaton Vance Floating Risk Profiles
| Mean Deviation | 0.0583 | |||
| Semi Deviation | 0.0644 | |||
| Standard Deviation | 0.141 | |||
| Variance | 0.0199 |
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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