Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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Eaton Vance Enhanced Equity Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund's primary investment objective is to provide current income, with a secondary objective of capital appreciation. The Fund pursues its investment objectives by investing primarily in a portfolio of mid- and large-capitalization common stocks. The Fund, under normal market conditions, seeks to generate current earnings from option premiums by selling covered call options on a substantial portion of its portfolio securities. The Fund seeks to generate current earnings from option writing premiums and, to a lesser extent, from dividends on stocks held. The Fund invests primarily in common stocks of United States issuers, although the Fund may invest up to 10% of its total assets in securities of foreign issuers, including American Depositary Receipts, Global Depositary Receipts and European Depositary Receipts. The Fund's investment adviser is Eaton Vance Management. more
Time Frame | EOI | S&P500 |
---|---|---|
1-Week Return | -0.57% | -0.48% |
1-Month Return | 1.59% | 3.25% |
3-Month Return | 4.56% | 6.43% |
6-Month Return | 10.07% | 9.96% |
1-Year Return | 24.19% | 25.34% |
3-Year Return | 11.05% | 34.47% |
5-Year Return | 33.21% | 88.14% |
10-Year Return | 56.76% | 200.56% |
Time Frame | EOI | S&P500 |
---|---|---|
1-Week Return | -25.77% | -22.19% |
1-Month Return | 21.16% | 47.57% |
3-Month Return | 19.82% | 28.75% |
6-Month Return | 21.48% | 21.23% |
1-Year Return | 24.19% | 25.34% |
3-Year Return | 3.56% | 10.38% |
5-Year Return | 5.90% | 13.47% |
10-Year Return | 4.60% | 11.63% |
Stock name | Ticker | Weight |
---|---|---|
Microsoft Corp | - | 8.7% |
Apple Inc | - | 8.56% |
Amazon.com Inc | - | 4.5% |
Meta Platforms Inc | - | 3.41% |
Mastercard Inc | - | 2.9% |
Alphabet Inc | - | 2.69% |
Eli Lilly Co | - | 2.58% |
JPMorgan Chase Co | - | 2.32% |
PepsiCo Inc | - | 2.08% |
NVIDIA Corp | - | 2.01% |
Sector | Weight |
---|---|
Information Technology | 37.80% |
Financials | 13.32% |
Health care | 12.27% |
Communication services | 10.84% |
Consumer discretionary | 8.91% |
All Others | 16.86% |