The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Eaton Vance Intermediate Muncpl Inc ETF EVIM
Morningstar’s Analysis EVIM
Will EVIM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UTILITY DEBT SECURITIZATION AUTH N Y 5% | 2.74 | 567,467 | municipal |
UNIVERSITY CALIF REVS 5% | 2.74 | 567,186 | municipal |
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% | 2.72 | 564,084 | municipal |
LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 5% | 2.68 | 555,377 | municipal |
NEW YORK ST URBAN DEV CORP ST SALES TAX REV 5% | 2.64 | 547,546 | municipal |
CONNECTICUT ST SPL TAX OBLIG REV 5% | 2.60 | 539,094 | municipal |
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5% | 2.60 | 538,390 | municipal |
NEW JERSEY ST TRANSN TR FD AUTH 5% | 2.58 | 535,481 | municipal |
NEW YORK TRANSN DEV CORP SPL FAC REV 5% | 2.57 | 533,107 | municipal |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 5% | 2.54 | 527,392 | municipal |