Summary
EVTR Chart
Beyond the Agg: 3 Strong-Performing Active Fixed Income ETFs
Demand for U.S.-listed actively managed fixed income ETFs remains robust, following the Fed's renewed rate cutting program. YTD through November 7, active fixed income ETFs have gathered $147 billion in net inflows.
The Fed's Inflation Fight Creates Room for Active Bond ETFs
With all the talk about inflation returning, advisors are keeping a close eye on how the Federal Reserve may respond. On Wednesday, the Federal Reserve opted to keep interest rates at the same position they have been in since December.
Worried About Equities? Consider EVTR's Fixed Income Strategy
While some experts were betting on economic uncertainty affecting 2025's stock market, things have played out a bit more drastically. Escalating tariff threats and the potential for a recession have sent many investors running for cover.
Eaton Vance Total Return Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 118,860 | $6.1M | $6.01M | -$92,070.17 | -1.51% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 236,879 | $12.02M | $11.97M | -$54,791.12 | -0.46% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,631 | $598,357.4 | $587,598.12 | -$10,759.28 | -1.8% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 82,139 | $4.16M | $4.15M | -$6,852.79 | -0.16% |
 Jeff Ameen Spire Wealth Management | 472,605 | $24.12M | $23.82M | -$300,873.35 | -1.25% |
Eaton Vance Total Return Fund (EVTR) FAQ
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Eaton Vance Total Return Fund Profile
| NYSE Exchange | US Country |
Overview
Understanding the investment strategy and focus of this fund is crucial for potential investors. This fund is dedicated to investing primarily in municipal securities. These securities are notable for their tax-exempt status regarding regular federal income tax, which can be an attractive feature for investors looking to reduce their taxable income. The commitment to invest at least 80% of its net assets, in addition to any borrowings for investment purposes, into these municipal securities underscores the fund's targeted approach toward leveraging tax advantages to benefit its investors.
Products and Services
The fund's investment strategy is built around two key product offerings:
- Municipal Securities Investment - The core of the fund's investment strategy revolves around municipal securities. By focusing on securities whose interest is exempt from regular federal income tax, the fund offers a tax-efficient investment option. This can appeal to investors looking for lower-risk investments and those in higher tax brackets looking to minimize their tax exposure.
- Borrowings for Investment Purposes - In addition to its primary investments, the fund is also open to borrowing for the purpose of further investment in municipal securities. This strategy can enhance the fund's ability to invest in a larger volume of securities, potentially increasing the returns for investors. However, it's important to note that borrowing for investment purposes also introduces a higher level of risk, as the fund must repay the borrowed funds in addition to any interest due.
