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Morningstar

Eaton Vance Floating-Rate ETF EVLN

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis EVLN

Will EVLN outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVLN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVLN management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EVLN’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Eaton Vance Floating-Rate ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EVLN

More EVLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Port

45.54 361.2 Mil
Cash and Equivalents

Ukg Inc.-2024 Refinancing

1.37 10.9 Mil
Corporate

Usi, Inc.-2023-B Term Loa

1.24 9.9 Mil
Corporate

Cqp Holdco Lp-Amendment N

1.14 9.1 Mil
Corporate

Uber Technologies, Inc.-2

1.02 8.1 Mil
Corporate

Hub International Limited

1.02 8.1 Mil
Corporate

Api Group De, Inc.-Repric

1.01 8.0 Mil
Corporate

Tempo Acquisition, Llc-Ad

1.01 8.0 Mil
Corporate

Light And Wonder Internat

0.99 7.8 Mil
Corporate

Transdigm Inc.-Tranche I

0.99 7.8 Mil
Corporate