Morningstar

Eaton Vance High Yield ETF EVHY

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

Morningstar’s Analysis EVHY

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

  • People Pillar

    The People Pillar is our evaluation of the EVHY 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 EVHY’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 High Yield 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EVHY

More EVHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msilf Government Port

5.38 1.2 Mil
Cash and Equivalents

Medline Borrower LP 5.25%

1.15 248,367
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

1.08 233,286
Corporate

Venture Global LNG Inc. 8.375%

1.06 227,415
Corporate

Ford Motor Credit Company LLC 4.125%

1.00 214,492
Corporate

Virgin Media Finance PLC 5%

0.90 192,955
Corporate

Builders Firstsource, Inc. 4.25%

0.90 192,778
Corporate

Caesars Entertainment Inc New 4.625%

0.86 184,490
Corporate

HAT Holdings I LLC and HAT Holdings II LLC 3.375%

0.84 179,633
Corporate

Ford Motor Company 6.1%

0.83 179,196
Corporate

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