Morningstar

Eaton Vance Short Duration Income ETF EVSD

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis EVSD

Will EVSD outperform in 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.

Eaton Vance Short Duration Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EVSD

More EVSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.5%

4.48 7.9 Mil
Government

Federal National Mortgage Association 5%

4.05 7.2 Mil
Securitized

United States Treasury Notes 4.625%

2.96 5.2 Mil
Government

Msilf Government Port

2.78 4.9 Mil
Cash and Equivalents

Eaton Vance Floating-Rate ETF

2.38 4.2 Mil
—

United States Treasury Notes 4.125%

1.69 3.0 Mil
Government

Bank of America Corp. 4.376%

1.53 2.7 Mil
Corporate

Ford Motor Credit Company LLC 6.95%

1.18 2.1 Mil
Corporate

U.S. Bancorp. 5.1%

1.16 2.1 Mil
Corporate

UBS Group Funding (Switzerland) AG 4.253%

1.12 2.0 Mil
Corporate

Sponsor Center