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EVG · Eaton Vance Short Duration Diversified Income Fund

$10.50 -0.03 (-0.28%) At close · Jul 29
Market Cap
$141.30M
Shares
13.46M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$10.50 Open$10.57 Day$10.47–10.57 52W$10.40–11.10 Avg vol 30d31K Short int171K · 1.3% float · 5.0d Short vol27% DataJan 2020–Jul 2026

Up next

FQ3-26 quarter ends
~Jul 31, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 20.7 · elevated Equity put/call 0.61
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −3%
below
Price vs 50-day avg −2%
below
RSI (14) 32
neutral
MACD trend Negative
52-week position 14%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −3%
trailing
6-month return −3%
trailing
YTD return −2%
this year
Relative strength −10%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
12 of 44 funds reported for Jun 30 · net -52.6K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.27% of float · ▲ +9.7% MoM · 5.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
44 holders — near 3-yr low, contrarian setup
Squeeze score 54
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 9%
annualized · 1-yr
Max drawdown −5%
past year
ATR 1.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−3% Neutral
Price vs 50-day avg
−2% Neutral
RSI (14)
32 Neutral
MACD trend
Negative Bearish
52-week position
14% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $11 › 200d $11 — 200d above 50d
Institutional flow Distributing
12 of 44 funds reported for Jun 30 · net -52.6K sh shares · +1 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
1.27% of float · ▲ +9.7% MoM · 5.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
44 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
52-wk low $10 Now $11 · 14% 52-wk high $11
vs 200-day avg -3% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
EVG
Eaton Vance Short Duration Diversified Income Fund
this stock
$141.30M -1.8% 1.3%
BLK
BlackRock, Inc.
$351.47B +1.4% +16.2% 27.2 0.6%
BX
Blackstone Inc.
$96.13B -15.1% +9.2% 33.2 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -8.8% 0.7%
KKR
KKR & Co. Inc.
$89.14B -22.0% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
45
% held
36.8%
Reported
12 of 44
Top holder
AMERIPRISE FINANCIAL INC
Held Float
View
Held by Funds
Fund positions
3
View
Short & Settlement
Short Interest Rising
Shares short
171.1K
Days to cover
5.0d
Change
+15.1K sh
View
Short Volume
Short vol %
27%
As of
Jul 29, 2026
Short Total
View
Fails to Deliver
FTD shares
3.0K
Value
$32.2K
As of
Jun 12, 2026
View
Off-Exchange
Off-exchange %
69.8%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Dec 30, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
EVG -1.7% -2.6% -3.4% -2.6% -1.8%
SPY -2.4% -2.3% +6.3% -2.3% +7.0%
vs SPY +0.7% -0.3% -9.7% -0.3% -8.8%

Capital returns

Latest dividend
$0.074 / share · ex Jul 15, 2026
Raised 1.4%
Paid (TTM)
$0.894 / share · 12 payouts
Dividend yield (TTM, derived)
8.51%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1287498 CUSIP 27828V104 13F (30d) 12 filings 12 filers Visit website