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Morningstar

Eaton Vance Ultra-Short Income ETF EVSB

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

Morningstar’s Analysis EVSB

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

  • People Pillar

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

A strong management team and sound investment process underpin Eaton Vance Ultra-Short Income ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EVSB

More EVSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

5.00 2.0 Mil
Government

United States Treasury Bills 0%

5.00 2.0 Mil
Government

Msilf Government Port

3.68 1.4 Mil
Cash and Equivalents

Bank of America Corp. 3.841%

2.23 875,104
Corporate

JPMorgan Chase & Co. 3.845%

1.94 757,838
Corporate

Capital One Financial Corp. 4.166%

1.91 749,588
Corporate

PRODIGY FINANCE CM2021-1 DESIGNATED ACTIVITY COMPANY 0%

1.44 562,287
Securitized

VANTAGE DATA CENTERS ISSUER LLC 3.188%

1.34 524,225
Securitized

Citigroup Inc. 0%

1.28 499,509
Corporate

Freddie Mac Stacr Remic Trust 0%

1.26 493,982
Securitized