Morningstar

Eaton Vance Ultra-Short Income ETF EVSB

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

Morningstar’s Analysis EVSB

Will EVSB 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Ultra-Short Income ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.75%

11.62 28M
Government

Wells Fargo & Co. 3.584%

2.17 5M
Corporate

Morgan Stanley Instl Lqudty Govt Instl

2.15 5M
Cash and Equivalents

JPMorgan Chase & Co. 5.04%

2.05 5M
Corporate

Bank of America Corp. 1.734%

1.31 3M
Corporate

Smithfield Foods Inc 4.25%

1.08 3M
Corporate

EPR Properties 4.5%

1.07 3M
Corporate

NextEra Energy Capital Holdings Inc 4.685%

1.02 2M
Corporate

Caixabank S.A. 6.684%

0.99 2M
Corporate

Bank of Ireland Group PLC 2.029%

0.98 2M
Corporate

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