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Calvert Ultra-Short Investment Grade ETF CVSB

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

Morningstar’s Analysis CVSB

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

  • People Pillar

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

Calvert Ultra-Short Investment Grade ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVSB

More CVSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

5.96 3.2 Mil
Government

United States Treasury Notes 3.875%

5.24 2.8 Mil
Government

Msilf Government Port

4.46 2.4 Mil
Cash and Equivalents

Bank of America Corp. 2.456%

2.36 1.3 Mil
Corporate

JPMorgan Chase & Co. 3.845%

1.98 1.1 Mil
Corporate

AT&T Inc 0%

1.71 925,770
Cash and Equivalents

United States Treasury Notes 4.625%

1.38 746,557
Government

VANTAGE DATA CENTERS ISSUER LLC 3.188%

1.34 726,382
Securitized

NextEra Energy Capital Holdings Inc 5.749%

1.29 701,673
Corporate

PRODIGY FINANCE CM2021-1 DESIGNATED ACTIVITY COMPANY 0%

1.24 673,744
Securitized