Eaton Vance Limited Duration Income Fund (EVV)

• Market cap: $1.15B
• 1 day: 0.92%
• 5 days: -3.61%
• 1 month: -1.79%
• 3 months: -4.81%
• 6 months: 0.92%
• Year to date: 2.70%
• 1 year: 2.59%
• 5 years: -24.68%
• 10 years: -28.64%

About: Eaton Vance Ltd Duration Income Fund is a diversified closed-end management investment company. The company's investment objective is to provide a high level of current income. The Fund may, as a secondary objective, also seek capital appreciation. The Fund invests predominantly in Senior Floating-Rate Loans, Debt Obligations, Equity Securities, Derivatives as well as Foreign Securities and Currencies. The Fund invests in various industries, including aerospace and defense, automotive, building and development, healthcare, and leisure among others.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

1% less funds holding

Funds holding: 142 [Q2] → 140 (-2) [Q3]

9.59% less ownership

Funds ownership: 39.85% [Q2] → 30.26% (-9.59%) [Q3]

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

18% less capital invested

Capital invested by funds: $451M [Q2] → $369M (-$81.9M) [Q3]