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.
Eaton Vance Short Duration Income ETF EVSD
Morningstar’s Analysis EVSD
Will EVSD 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Federal National Mortgage Association 5% | 3.64 | 46M | Securitized |
United States Treasury Notes 2.75% | 2.33 | 30M | Government |
United States Treasury Notes 3.625% | 2.23 | 28M | Government |
United States Treasury Notes 3.75% | 1.97 | 25M | Government |
Eaton Vance Floating-Rate ETF | 1.74 | 22M | — |
Currency Contract - Usd | 1.67 | 21M | Derivative |
United States Treasury Notes 1.125% | 1.64 | 21M | Government |
Morgan Stanley Instl Lqudty Govt Instl | 1.42 | 18M | Cash and Equivalents |
United States Treasury Notes 4.625% | 1.32 | 17M | Cash and Equivalents |
Nykredit Realkredit A/S 3.5% | 1.30 | 16M | Securitized |
United States