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Compare · EVV vs HFRO

EVV vs HFRO

Side-by-side comparison of Eaton Vance Limited Duration Income Fund (EVV) and Highland Opportunities and Income Fund (HFRO): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EVV and HFRO operate in Finance/Investors Services (Finance), so they compete in similar markets.
  • EVV is the larger of the two at $1.42B, about 1.8x HFRO ($792.8M).
  • HFRO has been more active in the news (8 items in the past 4 weeks vs 7 for EVV).
MetricEVVHFRO
Company
Eaton Vance Limited Duration Income Fund
Highland Opportunities and Income Fund
Price
-
-
Market cap
$1.42B
$792.8M
1M return
-
-
1Y return
-
-
Industry
Finance/Investors Services
Finance/Investors Services
Exchange
AMEX
NYSE
IPO
2003
2017
News (4w)
7
8
Recent ratings
0
0
EVV

Eaton Vance Limited Duration Income Fund

Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below investment grade. The fund seeks to maintain an average duration of three and a half years and average quality BBB/BBB- in its investments. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States.

HFRO

Highland Opportunities and Income Fund

Highland Funds I - Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund launched by Highland Capital Management, L.P. It is managed by Highland Capital Management Fund Advisors, L.P. The fund invests in fixed income markets of countries across the globe. It primarily invests in floating rate loans and other securities deemed to be floating rate investments, with an emphasis on adjustable rate senior loans to corporations and partnerships. The fund seeks to invest in below investment grade securities. It also invests through derivatives. The fund benchmarks the performance of its portfolio against the Credit Suisse Leveraged Loan Index. It was formerly known as Pyxis Funds I - Pyxis Floating Rate Opportunities Fund. Highland Funds I - Highland Floating Rate Opportunities Fund was formed on January 13, 2000 and is domiciled in the United States.

Latest EVV

Latest HFRO