Eaton Vance Short Duration Diversified Income Fund (EVG)

• Market cap: $141M
• 1 day: -1.57%
• 5 days: 0.28%
• 1 month: -3.87%
• 3 months: -2.91%
• 6 months: -4.38%
• Year to date: -2.73%
• 1 year: 3.19%
• 5 years: -2.64%
• 10 years: -27.43%
• Sector: Financials
• Industry: Asset Management

About: Eaton Vance Short Duration Diversified Income Fund is a diversified, closed-end management investment company. Its primary investment objective is to provide a high level of current income with a secondary objective of seeking capital appreciation to the extent consistent with its primary goal. The portfolio of investments consists of business equipment and services, automotive, cable and satellite television, chemicals and plastics, food products, and other areas.

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 44 [Q3] → 45 (+1) [Q4]

3% more capital invested

Capital invested by funds: $46.6M [Q3] → $48.1M (+$1.5M) [Q4]

0.74% less ownership

Funds ownership: 33.53% [Q3] → 32.79% (-0.74%) [Q4]

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17