The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Eaton Vance Short Dur Muncpl Inc ETF EVSM
Morningstar’s Analysis EVSM
Will EVSM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5% | 1.97 | 2.8 Mil | municipal |
HARRIS CNTY TEX CULTURAL ED FACS FIN CORP REV 5% | 1.85 | 2.7 Mil | municipal |
ILLINOIS ST 5% | 1.84 | 2.7 Mil | municipal |
BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 5.5% | 1.84 | 2.7 Mil | municipal |
ILLINOIS FIN AUTH REV 5% | 1.78 | 2.6 Mil | municipal |
WHITING IND ENVIRONMENTAL FACS REV 5% | 1.77 | 2.6 Mil | municipal |
WAYNE CNTY MICH ARPT AUTH REV 5% | 1.76 | 2.5 Mil | municipal |
MAIN STR NAT GAS INC GA GAS SUPPLY REV 4% | 1.76 | 2.5 Mil | municipal |
DANBURY CONN 5% | 1.74 | 2.5 Mil | municipal |
CONNECTICUT ST SPL TAX OBLIG REV 5% | 1.69 | 2.4 Mil | municipal |