Eaton Vance Limited Duration Income Fund (EVV) Research

The Eaton Vance Limited Duration Income Fund, a closed-end investment vehicle overseen by Eaton Vance Management, primarily seeks income within the United States' fixed income markets. Its primary allocations include senior, secured, floating-rate loans; mortgage-backed securities issued by government agencies; and corporate bonds rated below investment grade. A key aspect of its strategy is to maintain an average portfolio duration of three and a half years, coupled with an average credit quality of BBB/BBB-. Performance is measured against a set of benchmarks: the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. The fund was established on May 30, 2003, and is domiciled in the United States.

Market snapshot

Symbol
EVV
Price
$9.16
Day change
-0.33%
Market cap
$1.1B
P/E ratio
12.47x
52-week range
8.97-10.41
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • AMG River Road Small Cap Value Fund (ARSIX)
  • AllianceBernstein Global High Income Fund (AWF)
  • DoubleLine Income Solutions Fund (DSL)
  • Eaton Vance Enhanced Equity Income Fund (EOI)
  • Nuveen Floating Rate Income Fund (JFR)
  • LSV Value Equity Fund (LVAEX)
  • Nuveen Municipal High Income Opportunity Fund (NMZ)
  • T. Rowe Price Financial Services Fund (PRISX)

Recent insider activity

  • UBS Group AG — J-Other (5148 shares) on 2026-05-29
  • McDermott Catherine — trade (0 shares) on 2025-12-31
  • Campo Peter — trade (0 shares) on 2025-12-31
  • Gerrity Kelley — trade (0 shares) on 2025-09-30
  • Bourgette Justin — trade (0 shares) on 2025-03-31

Open Eaton Vance Limited Duration Income Fund (EVV) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.