Eaton Vance Income Fund Quote
| EIBIX Fund | USD 5.22 0.01 0.19% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Eaton Vance is trading at 5.22 as of the 22nd of November 2024; that is 0.19 percent increase since the beginning of the trading day. The fund's open price was 5.21. Eaton Vance has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Eaton Vance Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund currently invests primarily in high yield, high risk corporate bonds which are rated lower than investment grade or lower than BBB by SP Global Ratings or Fitch Ratings or are unrated and of comparable quality as determined by the investment adviser. More on Eaton Vance Income
Moving together with Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Growth Funds, High Yield Bond Funds, High Yield Bond, Eaton Vance (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Eaton Vance Income [EIBIX] is traded in USA and was established 22nd of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Eaton Vance family. This fund currently has accumulated 4.98 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Income is currently producing year-to-date (YTD) return of 6.98% with the current yeild of 0.06%, while the total return for the last 3 years was 3.68%.
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 Income 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 Income Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Eaton Vance Top Holders
| NTBIX | Navigator Tactical Fixed | Mutual Fund | Nontraditional Bond | |
| NTBCX | Navigator Tactical Fixed | Mutual Fund | Nontraditional Bond | |
| NTBAX | Navigator Tactical Fixed | Mutual Fund | Nontraditional Bond | |
| HFSAX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation | |
| SFHYX | Hundredfold Select Alternative | Mutual Fund | Tactical Allocation | |
| CPATX | Counterpoint Tactical Income | Mutual Fund | Nontraditional Bond | |
| CPCTX | Counterpoint Tactical Income | Mutual Fund | Nontraditional Bond | |
| CPITX | Counterpoint Tactical Income | Mutual Fund | Nontraditional Bond |
Eaton Vance Income Risk Profiles
| Mean Deviation | 0.1215 | |||
| Standard Deviation | 0.1706 | |||
| Variance | 0.0291 | |||
| Downside Variance | 0.0481 |
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 |