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EVV · Eaton Vance Ltd Duration Income Fund

$9.08 +0.01 (+0.11%) At close · Jul 28
Market Cap
$1.06B
Shares
116.20M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.08 Open$9.09 Day$9.07–9.12 52W$8.97–9.91 Avg vol 30d403K Short int92K · 0.1% float · 1.0d Short vol44% DataJan 2020–Jul 2026

Up next

FQ2-27 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 18.2 · elevated Equity put/call 0.71
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −6%
below
Price vs 50-day avg −2%
below
RSI (14) 30
neutral
MACD trend Negative
52-week position 12%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −3%
trailing
6-month return −7%
trailing
YTD return −6%
this year
Relative strength −15%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $9 › 200d $10 — 200d above 50d
Institutional flow Distributing
53 of 136 funds reported for Jun 30 · net -115.1K sh shares · +5 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.08% of float · ▲ +394.1% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
136 holders — near 3-yr low, contrarian setup
Squeeze score 35
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 9%
annualized · 1-yr
Max drawdown −9%
past year
ATR 0.9%
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
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−6% Bearish
Price vs 50-day avg
−2% Neutral
RSI (14)
30 Neutral
MACD trend
Negative Bearish
52-week position
12% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $9 › 200d $10 — 200d above 50d
Institutional flow Distributing
53 of 136 funds reported for Jun 30 · net -115.1K sh shares · +5 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
0.08% of float · ▲ +394.1% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
136 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
52-wk low $9 Now $9 · 12% 52-wk high $10
vs 200-day avg -6% 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
EVV
Eaton Vance Ltd Duration Income Fund
this stock
$1.06B -6.3% 0.1%
BLK
BlackRock, Inc.
$345.92B +3.1% +16.2% 26.7 0.6%
BX
Blackstone Inc.
$99.47B -12.1% +9.2% 34.3 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -7.4% 0.7%
KKR
KKR & Co. Inc.
$92.18B -19.3% -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
139
% held
34.8%
Reported
53 of 136
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
11
View
Short & Settlement
Short Interest Rising
Shares short
91.9K
Days to cover
1.0d
Change
+73.3K sh
View
Short Volume
Short vol %
44%
As of
Jul 28, 2026
Short Total
View
Fails to Deliver
FTD shares
64
Value
$595
As of
Jun 26, 2026
View
Off-Exchange
Off-exchange %
60.1%
Week of
May 4, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Sell
Member
Joe Courtney
Amount
$1.0K–$15.0K
Traded
Oct 9, 2020
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Nov 25, 2025
This year
0
View

Performance

5D 20D 120D MTD YTD
EVV -2.1% -2.8% -7.1% -3.1% -6.3%
SPY -1.0% 0.0% +7.4% -0.8% +8.6%
vs SPY -1.1% -2.8% -14.5% -2.3% -14.9%

Capital returns

Latest dividend
$0.071 / share · ex Jul 14, 2026
Cut 2.7%
Paid (TTM)
$0.87 / share · 12 payouts
Dividend yield (TTM, derived)
9.58%

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 1222922 CUSIP 27828H105 13F (30d) 52 filings 52 filers Visit website