Morningstar

Eaton Vance High Income Municipal ETF EVYM

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

Morningstar’s Analysis EVYM

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance High Income Municipal ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well 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 EVYM

More EVYM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUBLIC FIN AUTH WIS TOLL REV 5.75%

2.42 1M
municipal

WASHINGTON ST HSG FIN COMMN NONPROFIT HSG REV 6.25%

2.03 1M
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 6%

2.02 1M
municipal

FW TEX STR PUB FAC CORP RESIDENTIAL DEV REV TEX 5%

2.01 1M
municipal

LOUISIANA PUB FACS AUTH REV 5.5%

1.99 993,545
municipal

ATLANTA GA DEV AUTH REV 5.5%

1.96 978,350
municipal

CALIFORNIA MUN FIN AUTH MULTIFAMILY HSG REV 6%

1.95 975,854
municipal

LAKEWOOD RANCH STEWARDSHIP DIST FLA SPL ASSMT REV 5.125%

1.93 963,449
municipal

VAIL HOME PARTNERS CORP COLO HSG FACS REV 6%

1.93 962,718
municipal

CALIFORNIA MUN FIN AUTH REV 5%

1.91 954,527
municipal

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