EVSM – Fund Analysis – Eaton Vance Short Dur Muncpl Inc ETF | Morningstar

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Will EVSM outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVSM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A sound investment process and strong management team underpin Eaton Vance Short Dur Muncpl Inc ETF's Morningstar Medalist Rating of Gold.

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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 Mar 31, 2024 Published on Mar 31, 2024

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