Morningstar

Eaton Vance Intermediate Muncpl Inc ETF EVIM

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

Morningstar’s Analysis EVIM

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

  • People Pillar

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

A sound investment process and strong management team underpin Eaton Vance Intermediate Muncpl Inc ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EVIM

More EVIM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blackrock Var 12/49

27.60 10.3 Mil
—

EL CAMINO CALIF CMNTY COLLEGE DIST 4%

2.82 1.0 Mil
municipal

METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5%

2.45 909,223
municipal

PENNSYLVANIA ST TPK COMMN TPK REV 5%

2.35 873,969
municipal

HARRIS CNTY TEX IMPT DIST NO 18 4%

2.20 817,109
municipal

MINNEAPOLIS MINN 3%

2.17 805,108
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%

2.06 765,369
municipal

CHARLOTTE-MECKLENBERG HOSP AUTH N C HEALTH CARE SYS REV 0%

2.02 750,000
municipal

MASSACHUSETTS ST DEV FIN AGY REV 0%

2.02 750,000
municipal

MISSOURI DEV FIN BRD CULTURAL FACS REV 0%

2.02 750,000
municipal

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