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Eaton Vance Intermediate Muncpl Inc ETF EVIM

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

Morningstar’s Analysis EVIM

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

  • People Pillar

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

Eaton Vance Intermediate Muncpl Inc 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EVIM

More EVIM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEBRASKA PUB PWR DIST REV 5%

2.80 580,157
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.74 568,680
municipal

UNIVERSITY CALIF REVS 5%

2.74 567,303
municipal

UTILITY DEBT SECURITIZATION AUTH N Y 5%

2.72 564,577
municipal

LOS ANGELES CALIF DEPT WTR & PWR WTRWKS REV 5%

2.67 554,764
municipal

NEW YORK ST URBAN DEV CORP ST SALES TAX REV 5%

2.64 547,163
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5%

2.62 543,312
municipal

CONNECTICUT ST SPL TAX OBLIG REV 5%

2.61 542,134
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5%

2.59 537,633
municipal

NEW JERSEY ST TRANSN TR FD AUTH 5%

2.59 536,173
municipal