Eaton Vance Short Dur Muncpl Inc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Eaton Vance Short Duration Municipal Income ETF EVSM
Morningstar’s Analysis EVSM
Will EVSM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
GAINESVILLE FLA UTILS SYS REV 0% | 1.20 | 9M | municipal |
BERGEN CNTY N J IMPT AUTH 4% | 1.19 | 9M | municipal |
PUERTO RICO COMWLTH 5.625% | 1.19 | 9M | municipal |
ARKANSAS ST DEV FIN AUTH ENVIRONMENTAL IMPT REV 4% | 1.11 | 8M | municipal |
BUILD NYC RESOURCE CORP N Y REV 5.25% | 1.10 | 8M | municipal |
KING CNTY WASH SWR REV 0% | 1.04 | 8M | municipal |
UNIVERSITY CONN 3.83% | 1.03 | 7M | municipal |
OHIO ST WTR DEV AUTH WTR POLLUTN CTL REV 0% | 0.94 | 7M | municipal |
SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5% | 0.74 | 5M | municipal |
DALLAS TEX INDPT SCH DIST 5% | 0.74 | 5M | municipal |
United States