Morningstar

Eaton Vance Short Duration Income ETF EVSD

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

Morningstar’s Analysis EVSD

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

  • People Pillar

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

Promising, but still taking shape.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Eaton Vance Short Duration Income ETF features a solid management team and vast supporting resources, yet the strategy has more to prove in its current form. This supports Morningstar’s initiation of analyst-driven coverage with Above Average People and Average Process ratings.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings EVSD

More EVSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

6.30 96M
Cash and Equivalents

United States Treasury Notes 3.75%

3.94 60M
Government

Federal National Mortgage Association 5%

2.49 38M
Securitized

Currency Contract - Usd

2.38 36M
Derivative

United States Treasury Notes 2.75%

2.32 36M
Government

Eaton Vance Floating-Rate ETF

1.65 25M
—

United States Treasury Notes 4.125%

1.15 18M
Government

Bank of America Corp. 4.695%

1.14 17M
Corporate

Nykredit Realkredit A/S 3.5%

0.98 15M
Securitized

Bank of America Corp. 4.456%

0.79 12M
Corporate

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