EIVPX Mutual Fund

EIVPX Mutual Fund

NAV$18.03
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.46%
Dividend Yield (Current)
3.72%
Holdings
209
Inception Date
Feb 9, 2017
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+6.57%
1 Year+14.29%
3 Year+12.85%
5 Year+9.62%

Asset Allocation

Stocks: 50.47%
Bonds: 49.09%
Cash: 0.69%
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Top Holdings

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TickerNameWeight
-United States Treasury Bills 0% 2026-09-245.85%
T 2.625 05/31/27Treasury Note (Otr) 2.63% May 31, 20274.54%
T 2.375 05/15/27United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/20274.53%
NVDANvidia Corp3.89%
T 4.375 07/31/26United States Treasury Note/Bond 4.375 2026-07-313.67%
Top 10 Concentration: 36.17%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.72%
Frequency
Annually
Latest Distribution
$0.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EIVPX Mutual Fund Overview

EIVPX Mutual Fund (Parametric Volatility Risk Premium - Defensive Fund Class I) is managed by Eaton Vance. EIVPX expense ratio is 0.46%, holding 209 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2017-02-09.

EIVPX performance shows a YTD return of 6.57%. The 1-year return is 14.29% and the 5-year return is 9.62%. EIVPX dividend yield stands at 3.72%, paid annually.

EIVPX top holdings include United States Treasury Bills 0% 2026-09-24 (5.8%), Treasury Note (Otr) 2.63% May 31, 2027 (4.5%), United States Treasury Note/Bond 2.375% 05/15/2027 2.375 05/15/2027 (4.5%), Nvidia Corp (3.9%), United States Treasury Note/Bond 4.375 2026-07-31 (3.7%). Go to all EIVPX holdings, EIVPX sectors, or EIVPX dividends.

EIVPX can be compared against other funds. Use EIVPX overlap to find shared positions, or EIVPX vs another fund for a side-by-side view. EIVPX alternatives are available via the screener, along with tax-loss harvesting opportunities.