Morningstar

Eaton Vance High Yield ETF EVHY

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis EVHY

Will EVHY outperform in the 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 EVHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance High Yield ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EVHY

More EVHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

2.04 1M
Cash and Equivalents

1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 4%

1.63 1M
Corporate

Tibco Software Inc 6.5%

1.52 1M
Corporate

Sunoco LP 7.25%

1.39 982,934
Corporate

EMRLD Borrower LP / Emerald Co-Issuer Inc. 6.625%

1.22 860,857
Corporate

XPLR Infrastructure Operating Partners LP 4.5%

1.11 782,825
Corporate

1261229 Bc Ltd. 10%

1.10 777,999
Corporate

Builders Firstsource, Inc. 4.25%

1.06 745,629
Corporate

Sonic Automotive, Inc. 4.875%

1.02 718,495
Corporate

Avantor Funding Inc 4.625%

1.01 715,204
Corporate

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