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Eaton Vance Short Dur Muncpl Inc ETF EVSM

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

Morningstar’s Analysis EVSM

Will EVSM 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 EVSM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVSM 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 EVSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Eaton Vance Short Dur Muncpl Inc ETF's Morningstar Medalist Rating of Gold.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 EVSM

More EVSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5%

2.23 2.8 Mil
municipal

HARRIS CNTY TEX CULTURAL ED FACS FIN CORP REV 5%

2.12 2.7 Mil
municipal

ILLINOIS ST 5%

2.08 2.6 Mil
municipal

BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5.5%

2.07 2.6 Mil
municipal

ILLINOIS FIN AUTH REV 5%

2.04 2.6 Mil
municipal

WHITING IND ENVIRONMENTAL FACS REV 5%

2.03 2.5 Mil
municipal

WAYNE CNTY MICH ARPT AUTH REV 5%

2.02 2.5 Mil
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%

1.99 2.5 Mil
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

1.99 2.5 Mil
municipal

MIAMI-DADE CNTY FLA SCH DIST 5%

1.99 2.5 Mil
Cash and Equivalents