Eaton Vance Floating Rate Fund Quote
| EVFHX Fund | USD 8.83 0.02 0.23% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Eaton Vance is trading at 8.83 as of the 18th of January 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 8.81. Eaton Vance has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its total assets in a combination of income producing floating rate loans and other floating rate debt securities and high yield corporate bonds. It may not invest more than 20 percent of its total assets in unsecured high yield corporate bonds. More on Eaton Vance Floating Rate
Moving against 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 December 2024 |
| Expense Ratio Date | 19th of April 2023 |
| Fiscal Year End | October |
Eaton Vance Floating Rate [EVFHX] is traded in USA and was established 18th of January 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 1.01 B in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Floating is currently producing year-to-date (YTD) return of 0.46% with the current yeild of 0.08%, while the total return for the last 3 years was 5.31%.
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.
Top Eaton Vance Floating Rate Mutual Fund Constituents
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan |
Eaton Vance Floating Risk Profiles
| Mean Deviation | 0.0847 | |||
| Standard Deviation | 0.1467 | |||
| Variance | 0.0215 | |||
| Downside Variance | 0.0144 |
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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