Eaton Vance Total Return Bond ETF
EVTR

$52.11

0.02%

Market Cap: $600M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more funds holding

Funds holding: 29 [Q1] → 33 (+4) [Q2]

5.04% less ownership

Funds ownership: 50.1% [Q1] → 45.06% (-5.04%) [Q2]

14% less capital invested

Capital invested by funds: $181M [Q1] → $156M (-$25.4M) [Q2]

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

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Research analyst outlook

We haven’t received any recent analyst ratings for EVTR.

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Financial journalist opinion

Worried About Overcrowded Equities? Diversify With Bond ETFs

The recent spouts of market volatility may have highlighted more than just recession concerns. In the latest edition of “The BEAT,” experts at Natixis broke down what the volatility risks may mean for the market.

Worried About Overcrowded Equities? Diversify With Bond ETFs

This Total Return Bond ETF Beats the Benchmark YTD

A robust second-quarter GDP reading sent 10-year Treasury yields falling as investors look to the long term. For those investors looking to add duration, the Eaton Vance Total Return Bond ETF (EVTR) offers notable performance this year.

This Total Return Bond ETF Beats the Benchmark YTD

Look to the Eaton Vance ETF Suite When Bond Investing

Flows into fixed income ETFs continue this week on interest rate cut hopes. Investors looking to increase allocations to their bond portfolio would do well to consider the actively managed fixed income ETF suite from Eaton Vance.

Look to the Eaton Vance ETF Suite When Bond Investing

Active Management and Yield Highlight This Core Bond ETF

The current macroenvironment is offering fixed income investors a plethora of options, especially when it comes to attaining yield. However, the Eaton Vance Total Return Bond ETF (EVTR) should be on their radar, especially if they're looking for core exposure in an active fund at a relatively low cost.

Active Management and Yield Highlight This Core Bond ETF

Consider More Duration as Cash Alternative

Recent data from the Investment Company Institute indicates that as of mid-June, there's a record $6.12 trillion in cash sitting in money market funds. Some cash instruments are yielding in the neighborhood of 5%.

Consider More Duration as Cash Alternative

Active Bond Funds Outperform Passive Peers in Last Decade

Passive investing, while enormously popular with investors for decades, met its match in active bond funds in the last 10 years. A new study from Eaton Vance found that actively managed bond funds consistently outperformed their passive peers in the last decade.

Active Bond Funds Outperform Passive Peers in Last Decade

Morgan Stanley Fixed Income Outlook: Look to Intermediate Duration

Giving your fixed income outlook a look? Consider the recent analysis from Morgan Stanley on how it sees the fixed income situation this year.

Morgan Stanley Fixed Income Outlook: Look to Intermediate Duration

Is Now a Good Entry Point for Bonds?

The Federal Reserve remains in a holding pattern over interest rates after the latest FOMC meeting. Bond investors now balance the potential risks and rewards of taking on longer-duration exposures in the current environment.

Is Now a Good Entry Point for Bonds?

Morgan Stanley Converts 2 Mutual Funds Into Active ETFs

On Monday, Morgan Stanley Investment Management added two new ETFs to their extensive fund portfolio. The Eaton Vance Total Return Bond ETF (NYSE Arca: EVTR) and the Eaton Vance Short Duration Municipal Income ETF (NYSE Arca: EVSM) were both converted from existing mutual funds into the ETF wrapper.

Morgan Stanley Converts 2 Mutual Funds Into Active ETFs

MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) today announced it has completed the conversion of two fixed income mutual funds to exchange-traded funds (“ETFs”). With these two additions, MSIM has introduced 14 ETFs since the launch of the ETF platform last year and has more than $1 billion in assets under management. The below two strategies are available as ETFs as of today: Mutual Fund ETF ETF Ticker MSIFT Core Plus Fixed Income Portfolio Eaton Vance Total Return B.

MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

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