ETJ News and Press, Eaton Vance Risk-Managed Diversified Equity Income Fund of Beneficial Interest From 11/22/19

I still believe that a correction is coming; however, I think there are limited opportunities in today's market. That said, I have not made any significant changes to the sector allocations presented in the last article . The one change I am thinking about making is to increase the allocati...

BOSTON , Nov. 15, 2019 /PRNewswire/ -- Eaton Vance Management ("EVM"), investment adviser to the closed-end funds listed below (the "Funds"), announced that G.R. Nelson will join Michael A. Allison as a portfolio manager of the following Funds on December 1, 2019 : Eaton Vance E...

As readers know, our Income Factory™ strategy is to regard our portfolio as a factory and not worry much about how the market values it from time to time, but rather to focus on (1) the factory output (how much cash it produces), and (2) growing that output steadily at an "equity retu...

Over much of the course of this year, we have seen a growing amount of uncertainty about the future of the economy. This uncertainty has been reflected in the markets, which have been very volatile. Indeed, anyone that has watched the performance of the S&P 500 since early May would attest...

Introduction Actively managed funds have been a significant part of our history going back to our start in 1975. In fact, our first 11 mutual funds were actively managed. The numbers tell the story of how we've become one of the largest managers of actively managed funds in the worl...

Our Income Factory™ continues to do what it is supposed to, churn out cash at an "equity return" rate (plus/minus 10%) or higher, that we can re-invest to create our own long-term growth, regardless of how the market chooses to value our "factory" (i.e. our portfolio) from time to time....

This article was first released to CEF/ETF Income Laboratory subscribers 1 month ago, so data may be out of date. Please check latest data before making investment decisions. Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end...

As many of my readers know, I'm not a huge fan of most things equity, including equity CEFs. In my mind, you just don't get much of a value-add from an equity CEF compared to an open-end mutual fund or exchange-traded fund. Even for those that are highly risk-averse, an allocation to option-...

As anyone that follows the markets (undoubtedly anyone reading this) is no doubt aware, the past week or two has been certainly volatile. It almost seems like every day that passes sees the value of most things decline. One of the biggest reasons for this is the impending trade war between the...

Introduction My appreciation goes out to Robert, who has encouraged me to look at closed end funds (CEFs) for their high yields, and provided suggestions. This article focuses on CEFs from a risk-adjusted return perspective. The article is detailed to help investors in or nearing ret...