What is Eaton Vance Limited Duration Income Fund's Shariah compliance score?

Eaton Vance Limited Duration Income Fund's (EVV) compliance score is being calculated. Check HalalScreener.app for the latest AAOIFI screening results.

Does Eaton Vance Limited Duration Income Fund pass AAOIFI screening?

Eaton Vance Limited Duration Income Fund (EVV) does not pass AAOIFI Shariah screening. AAOIFI requires: (1) no primary involvement in prohibited activities like alcohol, gambling, or conventional banking, (2) debt-to-market-cap below 30% (EVV: 0.0%), (3) interest-bearing deposits below 30% (EVV: 0.0%), and (4) prohibited income below 5% (EVV: 100.0%). HalalScreener provides free AAOIFI screening for 10,000+ stocks at halalscreener.app.

How much purification is needed for Eaton Vance Limited Duration Income Fund stock?

Eaton Vance Limited Duration Income Fund (EVV) has a non-permissible income ratio of 100.00%. Muslim investors should purify this percentage of any dividends received and capital gains realized from EVV shares by donating it to charity. HalalScreener's purification calculator at halalscreener.app/en/purification automates this calculation using the latest financial data.

Where can I screen Eaton Vance Limited Duration Income Fund for Shariah compliance for free?

HalalScreener (halalscreener.app) offers free Shariah compliance screening for Eaton Vance Limited Duration Income Fund (EVV) and 10,000+ other US-listed stocks, ETFs, and 100+ cryptocurrencies. The screening uses AAOIFI Standard No. 21 and shows all financial ratios transparently. No credit card or signup required for basic screening. HalalScreener also includes an AI Islamic Scholar for follow-up questions about EVV's compliance across different madhabs (Hanafi, Shafi'i, Maliki, Hanbali, Ja'fari).

Is Eaton Vance Limited Duration Income Fund (EVV) halal? Not Halal. Based on AAOIFI screening, Eaton Vance Limited Duration Income Fund has involvement in prohibited business activities with a compliance score of 0/100 (Grade: F).

EVV: Is Eaton Vance Limited Duration Income Fund Halal?

Not Halal

Eaton Vance Limited Duration Income Fund

AMEXFinancial ServicesUS

$9.21

-0.32%

About Eaton Vance Limited Duration Income Fund

The Eaton Vance Limited Duration Income Fund, a closed-end investment vehicle overseen by Eaton Vance Management, primarily seeks income within the United States' fixed income markets. Its primary allocations include senior, secured, floating-rate loans; mortgage-backed securities issued by government agencies; and corporate bonds rated below investment grade. A key aspect of its strategy is to maintain an average portfolio duration of three and a half years, coupled with an average credit quality of BBB/BBB-. Performance is measured against a set of benchmarks: 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. The fund was established on May 30, 2003, and is domiciled in the United States.

Sector: Financial Services · Industry: Asset Management - Income

Shariah Compliance Status

AAOIFI Standard 21Updated Jun 16, 2026

Non-Compliant

Fails Shariah screening

0Score

Business Activity Screen

Failed

Checks if the business is involved in prohibited activities (alcohol, gambling, pork, conventional banking, etc.)

Basket-weighted haram holdings exceed 5% (173.3%)

Basket Composition

97% of basket screened

ETFs are baskets of many stocks. AAOIFI-aligned rule: basket is halal when haram weight is under 5%. The purification share is the weighted prohibited-income contribution of the underlying holdings.

173%

Halal0%

Doubtful0%

Haram173%

Unknown0%

Top Holdings

UMBS, TBAharam4.72%UMBS, TBAharam3.94%Freddie Macharam3.14%Government National Mortgage Associationharam2.67%MSMorgan Stanley & Co. LLCharam2.64%HYTBlackRock Corporate High Yield Fund Incunder_review1.58%Freddie Macharam1.49%CHI Commercial Mortgage Trustharam1.44%Freddie Macharam1.41%GSAT Trust 2025-BMFharam1.41%

Compliance History

Not Halalnow
current status
Under Review
until the change above

Tracked since Jun 2026. Updates automatically on each re-screen.

Screened: Jun 16, 2026Fiscal: N/ASource: FMP-LOOKTHROUGH

Financial Overview

Market Cap

1.1B

Price

$9.21

Sector

Financial Services

Industry

Asset Management - Income

Halal Alternatives in Financial Services

This stock is not Shariah-compliant. Here are halal alternatives from the same sector, ranked by compliance score:

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Frequently Asked Questions

Is Eaton Vance Limited Duration Income Fund (EVV) halal to invest in?

Eaton Vance Limited Duration Income Fund (EVV) is rated Not Halal under AAOIFI Standard 21 screening. It fails either the business activity screen (primary involvement in prohibited sectors such as conventional banking, alcohol, or gambling) or one of the quantitative financial ratio thresholds. Muslim investors should avoid or exit this position.

Why did Eaton Vance Limited Duration Income Fund get a F compliance rating?

Eaton Vance Limited Duration Income Fund's compliance grade is determined by AAOIFI Standard 21 screening, a two-step process: (1) qualitative screen for prohibited business activities and (2) quantitative check of debt, interest deposits, and prohibited income ratios. Scroll up to see the detailed ratio breakdown.

What could change Eaton Vance Limited Duration Income Fund's Shariah verdict?

Eaton Vance Limited Duration Income Fund's verdict is recalculated whenever the fund rebalances or holdings change materially. If the haram-weight of underlying holdings crosses 5% (the AAOIFI threshold for fund look-through), the verdict will flip to Not Halal. HalalScreener rescreens ETFs at each rebalance cycle.

How often is Eaton Vance Limited Duration Income Fund re-screened for Shariah compliance?

Eaton Vance Limited Duration Income Fund (EVV) is re-screened annually using the most recent full-year financial data from SEC filings. HalalScreener also triggers an on-demand re-screen whenever the stored data is more than 7 days old, ensuring the ratios reflect the latest available financial statements. Last screened: Jun 16, 2026.

Screened according to AAOIFI Standard No. 21 · For informational purposes only. Consult a qualified Islamic finance advisor before investing.

Disclaimer: This screening is for informational purposes only and does not constitute financial, legal, or religious advice. Compliance is evaluated using AAOIFI financial standards (debt, deposits, and prohibited income ratios) and publicly available data. Ethical, political, social, or environmental considerations are outside the scope of this screening. Individual scholars and methodologies may differ. Always consult a qualified Islamic finance advisor before making investment decisions.