EVLN – Eaton Vance Floating-Rate ETF – ETF Stock Quote | Morningstar

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Will EVLN outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVLN’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the EVLN 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 EVLN’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 Floating-Rate ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 10.3

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Msilf Government Port	19.36	202.9 Mil	Cash and Equivalents
Ukg Inc.	1.27	13.3 Mil	Corporate
Hub International Limited	1.19	12.5 Mil	Corporate
Usi, Inc.	1.16	12.2 Mil	Corporate
Epicor Software Corporat	1.09	11.4 Mil	Corporate
Triton Water Holdings, I	1.03	10.7 Mil	Corporate
Ellucian Holdings Inc	0.95	10.0 Mil	Corporate
Ensemble Rcm Llc	0.91	9.6 Mil	Corporate
Tk Elevator Midco Gmbh	0.91	9.5 Mil	Corporate
Homeserve Usa Holding Co	0.91	9.5 Mil	Corporate

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