Eaton Vance Floating-Rate ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Eaton Vance Floating-Rate ETF EVLN
Morningstar’s Analysis EVLN
Will EVLN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley Instl Lqudty Govt Instl | 6.86 | 93M | Cash and Equivalents |
Tk Elevator Midco Gmbh | 0.85 | 12M | Corporate |
Eoc Borrower Llc | 0.84 | 11M | Corporate |
Discovery Global Holding | 0.72 | 10M | Corporate |
Ufc Holdings Llc | 0.68 | 9M | Corporate |
Broadstreet Partners, Inc | 0.65 | 9M | Corporate |
Hub International Limited | 0.63 | 9M | Corporate |
Recess Holdings, Inc. | 0.60 | 8M | Corporate |
Opal Us Llc | 0.59 | 8M | Corporate |
Brown Group Holding Llc | 0.59 | 8M | Corporate |
United States