Morningstar

Eaton Vance Mortgage Opportunities ETF EVMO

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

Morningstar’s Analysis EVMO

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

  • People Pillar

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

A mortgage-focused ETF with depth, discipline, and yield.

Principal Paul Olmsted

Paul Olmsted

Principal

Summary

Eaton Vance Mortgage Opportunities ETF’s experienced securitized managers lead this mortgage-focused strategy; a solid supporting cast and confidence in the team’s ability to pick the right bonds merit Above Average People and Process ratings.

by Paul Olmsted
Rated on Published on

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Portfolio Holdings EVMO

More EVMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Currency Contract - Usd

8.94 72M
Derivative

Morgan Stanley Instl Lqudty Govt Instl

2.65 21M
Cash and Equivalents

United States Treasury Bills 0%

2.40 19M
Government

Federal National Mortgage Association 4%

1.67 13M
Securitized

Federal National Mortgage Association 6%

1.24 10M
Securitized

Rmf Buyout Issuance Tr 2018 6%

1.21 10M
Securitized

Residential Asset Mortgage Products, Inc. 0%

1.19 10M
Securitized

Federal National Mortgage Association 4.5%

1.15 9M
Securitized

Credit Agricole Corporate and Investment Bank 4.1%

1.06 8M
Cash and Equivalents

FSMBT 2026-RTL1 TRUST 0%

1.06 8M
Securitized

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