Morningstar

Eaton Vance Floating-Rate ETF EVLN

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

Morningstar’s Analysis EVLN

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EVLN

More EVLN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

10.30 157M
Cash and Equivalents

Eoc Borrower Llc

0.91 14M
Corporate

Discovery Global Holding

0.86 13M
Corporate

Broadstreet Partners, Inc

0.81 12M
Corporate

Tk Elevator Midco Gmbh

0.75 12M
Corporate

Allied Universal Holdco

0.71 11M
Corporate

Alliant Holdings Interme

0.70 11M
Corporate

Opal Us Llc

0.66 10M
Corporate

Hub International Limited

0.65 10M
Corporate

Freeport Lng Investments

0.63 10M
Corporate

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