Morningstar

Eaton Vance Short Duration Municipal Income ETF EVSM

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

Morningstar’s Analysis EVSM

Will EVSM 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EVSM

More EVSM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KING CNTY WASH SWR REV 0%

1.37 15M
municipal

WASHINGTON CNTY PA AUTH REV 0%

1.37 15M
municipal

BlackRock Liquidity MuniCash Instl

1.23 13M
Cash and Equivalents

GEISINGER AUTH PA HEALTH SYS REV 5%

1.10 12M
municipal

SOUTHEAST ALA GAS SUPPLY DIST GAS SUPPLY REV 5%

1.08 12M
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

0.95 10M
municipal

SOUTH CAROLINA TRANSN INFRASTRUCTURE BK REV 5%

0.94 10M
municipal

WAUNAKEE WIS CMNTY SCH DIST 3.625%

0.92 10M
municipal

Houston Tex Util Sys Rev Iam Coml Paper 3.75%

0.91 10M
Cash and Equivalents

City Of 3.9% 10/26

0.91 10M
Cash and Equivalents

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