Eaton Vance Ltd Duration Income Fund (EVV) Stock 2026 Review

Mika L.
Written by Mika L.
Financial Content Writer

Eaton Vance Ltd Duration Income Fund3.5/5

EVV (NYSE)

Dividend yield
8.81%
Distribution
Monthly
1-Year Return
0.91%
5-Year Return
-19.73%

Eaton Vance Ltd Duration Income Fund (EVV) is an attractive option for income-focused investors, boasting an impressive monthly dividend yield of 8.81%. With a strong analyst rating of A-, this fund provides a reliable income stream, although potential investors should be aware of the risks associated with its heavy leverage and sensitivity to interest rates. The fund has seen a modest one-year return of 0.91% and a five-year return of -19.73%, highlighting the importance of considering market conditions when investing.

Pros:

  • Monthly income distribution
  • Focus on fixed income

Cons:

  • Negative 5-year return
  • Sensitivity to interest rates

The Eaton Vance Ltd Duration Income Fund (EVV) may be suitable for income-focused investors seeking a high dividend yield, but it carries risks related to leverage and interest rate fluctuations. Given its modest recent performance and significant long-term decline, potential investors should carefully evaluate their risk tolerance and market conditions before considering this fund.

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