EVTR

Eaton Vance Total Return Bond ETF

$51.48

+0.00%

Market closed. Last update: 11:56 AM ET

📎 Investment Objective

The Eaton Vance Total Return Bond ETF seeks to provide a high level of current income consistent with preservation of capital.

Overview

ETF tracking Eaton Vance Total Return Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2024-03-25

Market Cap $3.1B

Average Volume N/A

Dividend Yield 3.73%

52-Week Range $49.32 - $52.09

VWAP $51.52

Performance

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Investment Summary

📎 Investment Objective

The Eaton Vance Total Return Bond ETF seeks to provide a high level of current income consistent with preservation of capital.

🎯 Investment Strategy

The fund invests primarily in a diversified portfolio of investment-grade fixed-income securities, including government, corporate, and mortgage-backed securities. The portfolio manager uses a flexible, multi-sector approach to identify attractive opportunities across the fixed-income market.

✨ Key Features

Broad exposure to investment-grade fixed-income securities
Actively managed portfolio that can adjust to changing market conditions
Aims to provide a high level of current income while preserving capital
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's investments may decline when interest rates rise
Credit risk: The fund is exposed to the risk of issuers defaulting on their debt obligations
Liquidity risk: Some fixed-income securities may be difficult to sell, especially during times of market stress
Reinvestment risk: When interest rates decline, the fund may have to reinvest in lower-yielding securities

👤 Best For

The Eaton Vance Total Return Bond ETF may be suitable for investors seeking a diversified fixed-income investment that provides a high level of current income with a focus on capital preservation. It may be appropriate as a core fixed-income holding or as a complement to a broader investment portfolio.