Morningstar

Eaton Vance Mortgage Opportunities ETF EVMO

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

Morningstar’s Analysis EVMO

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

  • People Pillar

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

A mortgage-focused ETF with depth, discipline, and yield.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Eaton Vance Mortgage Opportunities ETF’s experienced securitized managers lead this mortgage-focused strategy; a solid supporting cast and confidence in the team’s ability to pick the right bonds merit Above Average People and Process ratings.

by Paul Olmsted
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EVMO

More EVMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Contract - Usd

8.33 72M
Derivative

Morgan Stanley Instl Lqudty Govt Instl

4.31 37M
Cash and Equivalents

Federal National Mortgage Association 5.5%

1.73 15M
Securitized

Federal National Mortgage Association 5%

1.69 15M
Securitized

Federal National Mortgage Association 4%

1.60 14M
Securitized

Federal Home Loan Mortgage Corp. 5.5%

1.34 12M
Securitized

Federal National Mortgage Association 5.5%

1.33 11M
Securitized

Federal Home Loan Mortgage Corp. 5.5%

1.26 11M
Securitized

Residential Asset Mortgage Products, Inc. 0%

1.17 10M
Securitized

Federal National Mortgage Association 4.5%

1.09 9M
Securitized

Sponsor Center