Eaton Vance Short Duration Diversified Income Fund filings document the regulatory record for an NYSE-listed closed-end fund with common shares of beneficial interest. The fund's proxy statements cover shareholder meetings and trustee elections, while Form 8-K reports address Board leadership, Board composition and other material governance events.
The filings also identify EVG's registered share class, exchange listing and fund governance structure. These records provide formal disclosure around proxy voting, trustee oversight, capital-structure identifiers and material-event reporting for the fund.
Ameriprise Financial, Inc. and Ameriprise Financial Services, LLC filed Amendment No. 4 to a Schedule 13G/A reporting beneficial ownership of 1,662,358 shares of Eaton Vance Short Duration Diversified Income Fund (CUSIP 27828V104), representing 12.4% of the class as of 03/31/2026. The filing notes that AFI and AFS disclaim beneficial ownership and that AFI's reported total includes shares reported by AFS. The filing incorporates cover-page rows (5)-(9) and (11) for ownership detail and attaches exhibits identifying the subsidiary involved and the joint filing agreement.
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC report beneficial ownership of 693,390 shares of Eaton Vance Short Duration Diversified Income Fund common stock, representing 5.2% of the fund’s outstanding shares, based on 13,456,906 shares outstanding as of October 31, 2025.
The Sit entities, both registered investment advisers, hold these shares in client accounts and have shared power to vote and dispose of them. No individual client account owns more than 5% of the fund’s shares, and none of the firms’ directors or executive officers own shares directly.
Eaton Vance Short Duration Diversified Income Fund insider Catherine McDermott, identified as a portfolio manager, filed a Form 4 related to the fund’s shares. The filing is made as an individual reporting person and lists December 31, 2025 as the earliest transaction date.
Eaton Vance Short Duration Diversified Income Fund filed an initial insider ownership report for portfolio manager Peter Campo. This Form 3 shows that, as of the reported date of 12/31/2025, the reporting person had no securities beneficially owned in the fund. Both the non-derivative and derivative securities tables are empty, and the explanation section explicitly states that no securities are beneficially owned.
Eaton Vance Short Duration Diversified Income Fund delivered a strong 10.32% total return at net asset value for the year ended October 31, 2025, outperforming both the Bloomberg U.S. Aggregate Bond Index at 6.16% and its blended custom benchmark at 6.97%. Shares traded at a modest 1.32% discount to NAV at period end.
The Fund benefited from leverage, which magnified gains in a year of generally falling interest rates. Key contributors included emerging-market debt, commercial mortgage-backed securities that returned 24.18%, collateralized loan obligation debt, high yield corporate bonds at 7.98%, and agency and non-agency mortgage-backed securities. Floating-rate loans lagged the loan index, and positioning in certain emerging markets and shorter-duration agency MBS weighed on relative results.
The Fund distributed $0.90 per share for the period, implying a 7.89% distribution rate at NAV and 7.99% at market price, supported by total leverage of 13.66% from borrowings and 16.68% from derivatives. Effective October 17, 2025, the Fund revised its principal strategies by removing a 25% minimum allocation to its core sectors and eliminating its weighted average credit quality restriction, which increases flexibility but leaves the existing high-income objective unchanged.
Eaton Vance Short Duration Diversified Income Fund and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund are calling an Annual Meeting of Shareholders on February 5, 2026 at 11:30 a.m. Eastern in Boston to elect trustees. Shareholders of record as of November 25, 2025 may vote, either by attending in person or by submitting proxy cards.
The Short Duration Fund will vote on three Class III trustees—Valerie A. Mosley, Marcus L. Smith and Nancy Wiser Stefani—while the Tax-Advantaged Fund will vote on three Class I trustees—Cynthia E. Frost, Valerie A. Mosley and Scott E. Wennerholm. Each fund has a nine-member board composed entirely of noninterested trustees who oversee investment, compliance, audit and governance matters through several standing committees.
As of November 25, 2025, the Short Duration Fund had 13,456,906 common shares outstanding and the Tax-Advantaged Fund had 16,388,138 shares. Independent auditor Deloitte & Touche LLP billed $98,967 in audit fees to the Short Duration Fund and $49,100 to the Tax-Advantaged Fund for the fiscal year ended October 31, 2025. The boards recommend shareholders vote FOR all trustee nominees.
Ameriprise Financial reported a passive stake in Eaton Vance Short Duration Diversified Income Fund (EVG) via a Schedule 13G/A (Amendment No. 3). The filing shows beneficial ownership of 1,516,037 shares, representing 11.3% of the class, with a Date of Event of 09/30/2025.
Ameriprise Financial, Inc. (parent, type HC) and Ameriprise Financial Services, LLC (adviser, type IA) report no sole or shared voting power and shared dispositive power over 1,516,037 shares. The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control. Each reporting person disclaims beneficial ownership as described.
Sit Investment Associates and Sit Fixed Income Advisors filed a Schedule 13D reporting a stake in Eaton Vance Short Duration Diversified Income Fund (EVG). They beneficially own 857,119 shares, representing 6.4% of the fund’s outstanding common stock.
The percentage is based on 13,452,867 shares outstanding as of April 30, 2025. The Sit entities report shared voting and dispositive power over 857,119 shares and no sole voting or dispositive power. The position is held in client accounts; no single client holds more than 5% of outstanding shares, and the firms’ directors or executive officers do not own shares directly.
The stake was acquired in open market purchases for investment purposes. The Sit entities may continue to buy, hold, vote, trade, or sell shares and may discuss performance, distributions, capitalization, investment strategy, and portfolio with management and the board. They also indicate they may make shareholder proposals or nominate directors.
Eaton Vance Short Duration Diversified Income Fund reported a Board leadership change. Effective August 27, 2025, the Board of Trustees appointed Scott E. Wennerholm as Chairperson of the Board for a 4-year term. He replaces Susan J. Sutherland, who had served as acting Chairperson since August 9, 2025, following the passing of the former Chairperson. This update focuses on Board governance and does not address the fund’s portfolio or financial performance.