Eaton vance exchange funds.

Exchange funds are a private investment fund designed for long-term investors with concentrated stock positions to diversify their portfolio and reduce taxes. You can contribute your concentrated stock to a fund in exchange for ownership of an equally valued diversified portfolio of securities without triggering any current tax consequences.BOSTON, November 30, 2023--The Eaton Vance closed-end funds listed below released today the estimated sources of their November distributions (each a "Fund"). This press release is issued as required by the Funds’ managed distribution plan (Plan) and an exemptive order received from the U.S. Securities and Exchange Commission. The …Eaton Vance Exchange-Traded Fund Trust : Eaton Vance Management : Two International Place : Boston, MA 02110 . Application for an order under Section 6(c) of the Investment Company Act of 1940, as amended (the “1940 Act”), for an exemption from Sections 2(a)(32), 5(a)(1), 22(d) and 22(e) of the 1940 Act and Rule 22c-1 under the 1940 …Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110. Member FINRASIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC. Publication details: Tuesday, November 28, 2023 11:55 AM.Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. ... Exchange-traded funds are distributed by Foreside Fund Services, LLC ...

Eaton Vance has been managing closed-end funds (CEFs) for over 20 years, dating back to 1998. Today, ... closed-end funds have a fixed number of shares and typically trade on a stock exchange. Closed-end fund shares frequently trade at a discount to the fund's net asset value per share. HEADQUARTERS Two International Place. …

To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. ... Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110.Eaton Vance Exchange-Traded Fund Trust : Eaton Vance Management : Two International Place : Boston, MA 02110 . Application for an order under Section 6(c) of the Investment Company Act of 1940, as amended (the “1940 Act”), for an exemption from Sections 2(a)(32), 5(a)(1), 22(d) and 22(e) of the 1940 Act and Rule 22c-1 under the 1940 …

EIFAX | A complete Eaton Vance Floating-Rate Advantage Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.2 Prior to 06/26/2023, the Fund was called Eaton Vance Global Bond Fund and employed a different principal investment strategy. Please see prospectus for more details. 3 Prior to 01/02/2022, Fund was called Eaton Vance Floating-Rate Municipal Income Fund. 4 Prior to 09/15/2023, the Fund was called Eaton Vance Special Equities Fund and employed ... 1 Prior to 06/26/2023, the Fund was called Eaton Vance Global Bond Fund and employed a different principal investment strategy. Please see prospectus for more details. 2 These shares are not available for new investments. 3 Prior to 01/02/2022, Fund was called Eaton Vance Floating-Rate Municipal Income Fund. 4 Effective May 15, 2021, the Fund ... ETF Brand Fund Flow League Table. Eaton Vance and all other ETF brands are ranked based on their aggregate 3-month fund flows. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of Eaton Vance relative to other ETF brands. All values are in U.S. dollars.

The Fund. Managed by Eaton Vance, a pioneer in floating rate loans since 1989, this portfolio diversifier provides broad exposure to the floating rate loan market. In depth, bottom up credit research and broad diversification 1 are this Fund's cornerstones, managed by one of America's largest and most experienced loan managers.

The business of Eaton Vance Global Advisors Limited was transferred to MSIM FMIL on 1 October 2021. MSIM Fund Management (Ireland) Limited has been appointed as management company of the Eaton Vance International (Ireland) Funds plc and is responsible for the distribution of the funds together with the distribution of Eaton Vance strategies and ...

Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. ... Exchange-traded funds are distributed by Foreside Fund Services, LLC ...Currently, there are just two firms creating exchange funds: Goldman Sachs and Eaton Vance . These companies pool investors’ stocks and build a diversified basket of stocks designed to...Nov 20, 2023 · Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. ... Exchange-traded funds are distributed by Foreside Fund Services, LLC ... Partner with a leader. Eaton Vance has been managing closed-end funds (CEFs) for over 20 years, dating back to 1998. Today, the firm manages approximately $16.7 billion in CEF assets.*. These funds offer income solutions from a wide range of strategies across major asset classes.26 Feb 2016 ... Eaton Vance Corp.'s new experiment in exchange-traded funds — blending active stock-picking with the popular ETF structure of trading on a ...Eaton Vance Tax-Managed Growth 1.0 Fund (03/66). CAPEX. 0.45. 23.47. 9.72. 9.71 ... Exchange-traded funds and open-ended mutual funds are considered a single ...

Morgan Stanley is set to convert two of its mutual funds into Eaton (NYSE: ETN) Vance-branded Exchange Traded Funds (ETFs), according to recent Securities and Exchange Commission (SEC) filings ...Filed pursuant to Rule 424(b)(3) File No. 333-264574 EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND Supplement to Prospectus dated April 29, 2022 The following replaces the Financial Highlights contained in the Prospectus:Exchange funds give you the ability to swap your stock for the fund’s partnership shares tax-free. To maintain eligibility for this preferential tax treatment, exchange funds are required to ...Dec 1, 2023 · For the most recent month-end performance figures, please select the "month" timeframe within the Performance tab or call 1-800-548-7786. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. For additional important information, please click here. Price. Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund ... Exchange, NYSE. Sector, Finance. Industry, Investment Bankers/Brokers/Service. 1 ...The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with at least a three-year history. ... Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110.Acquired Fund (Trading Symbol) Exchange Ratio. Eaton Vance Tax-Managed Buy-Write Strategy Fund (NYSE: EXD) 0.750447085

Liquidated Funds. Parametric TABS 10-to-20 Year Laddered Municipal Bond Fund. Summary Prospectus. Full Prospectus. SAI. Annual Report. Semi-Annual Report. Parametric mutual fund documents are available for download, including prospectuses and shareholder reports.

Nov 29, 2023 · The Fund seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks. $21.46 $0.19. NAV as of Oct 6, 2023. View All Products. Highly Specialized Teams. Award-Winning Performance. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. ... Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110.Currently, there are just two firms creating exchange funds: Goldman Sachs and Eaton Vance . These companies pool investors’ …WebNov 22, 2023 · For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. Review our list of all Eaton Vance ETFs that are available to invest in. Sort by star rating, and category, or filter by active ETFs, bond ETFs and more.WebETF Brand Fund Flow League Table. Eaton Vance and all other ETF brands are ranked based on their aggregate 3-month fund flows. 3-month fund flows is a metric that can be used to gauge the perceived popularity amongst investors of Eaton Vance relative to other ETF brands. All values are in U.S. dollars.To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. Before purchasing any variable product, …WebTaxable Funds: Fund. Ticker. Distribution. Change From Prior Distribution. Closing Market Price – 11/30/23. Distribution Rate at Market Price. Eaton Vance Floating …WebJun 6, 2023 · Exchange funds give you the ability to swap your stock for the fund’s partnership shares tax-free. To maintain eligibility for this preferential tax treatment, exchange funds are required to ...

Nov 6, 2023 · Calvert International Equity Fund (I) CWVIX. The Fund seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks. $21.18 $-0.01.

Fund Type (asset type): The Fund Type is based on the asset class of the majority of securities within a portfolio (i.e., equity = stock). Holdings: The underlying securities of a fund. Inception Date: The date of the commencement of operations of a fund under the Investment Company Act of 1940 as shown in the fund's prospectus or annual …

To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. ... Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110.For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. EATON VANCE STOCK FUND CLASS C- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksBOSTON, February 28, 2023 -- ( BUSINESS WIRE )--The Eaton Vance closed-end funds listed below released today the estimated sources of their February distributions (each a "Fund"). This press ...Taxable Funds: Fund. Ticker. Distribution. Change From Prior Distribution. Closing Market Price – 11/30/23. Distribution Rate at Market Price. Eaton Vance Floating …WebPartner with a leader. Eaton Vance has been managing closed-end funds (CEFs) for over 20 years, dating back to 1998. Today, the firm manages approximately $16.7 billion in CEF assets.*. These funds offer income solutions from a wide range of strategies across major asset classes.When you start getting deeper into the world of investing, you’ll begin learning an entirely new, finance-specific vocabulary. From assets and mutual funds to expense ratios and the New York Stock Exchange, there’s certainly a lot to absorb...How to make an electronic signature for the Eaton Vance Mutual Funds New Account Application on iOS devices. If you own an iOS device like an iPhone or iPad, easily create electronic signatures for signing an eaton vance exchange fund portal in PDF format. signNow has paid close attention to iOS users and developed an application just for them.The Fund may invest in exchange-traded funds (“ETFs”), a type of pooled investment vehicle, in order to manage cash positions or seek exposure to certain markets or market …WebNov 14, 2023 · For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. To obtain an exchange-traded fund, ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here. Stock Fund (A) (EAERX) | Eaton Vance Stock Fund (A) An analyst-driven core equity allocation. A Share Class EAERX Symbol $20.85 $0.05 NAV as of Nov 30, …Web

The amount that the Fund's market price is below the reported NAV is called the discount. The market price is determined using the midpoint between the highest bid and the lowest offer on the listing exchange, as of the time that the Fund's NAV is calculated (usually 4:00 p.m. EST).Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. ... Exchange-traded funds are distributed by Foreside Fund Services, LLC ...Nov 17, 2023 · Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. ... Exchange-traded funds are distributed by Foreside Fund Services, LLC ... Instagram:https://instagram. mining shiba inuamerican water resources of florida reviewshow much is a gold brickcan you get a mortgage without 2 years employment Eaton Vance open-end mutual funds are offered through Eaton Vance Distributors, Inc. Two International Place, Boston, MA 02110. Member FINRA / SIPC. Exchange-traded funds are distributed by Foreside Fund Services, LLC. Publication details: Tuesday, November 28, 2023 11:55 AM. how to buy amc stockcboe bzx Eaton Vance High Yield ETF Before accessing the site, please choose from the following options. ... Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market pricereturns do not represent the returns you would receive if you traded shares at other times. wingstop stocks The Features. Eaton Vance's decades of municipal market experience informs the Fund's strategy. Invests in longer-maturity bonds than many peers, which may provide higher levels of tax-exempt income 1 and greater price volatility. Relative-value trading may add to performance, while ongoing credit monitoring helps mitigate risk.on purchases of Class A shares if you invest, or agree to invest over a 13-month period, at least $50,000 in Eaton Vance funds. ... Fund may invest in exchange-traded funds (“ETFs”), a type of pooled investment vehicle, in order to manage cash positions or to