Morningstar

Eaton Vance Intermediate Municipal Income ETF EVIM

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis EVIM

Will EVIM outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Intermediate Muncpl Inc ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA 5.5% 12/33

1.96 7M
municipal

KING CNTY WASH SWR REV 0%

1.56 6M
municipal

VIRGINIA COLLEGE BLDG AUTH VA EDL FACS REV 5.75%

1.47 6M
municipal

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

1.44 6M
municipal

TEXAS ST 5%

1.31 5M
municipal

Houston Tex Util Sys Rev Iam Coml Paper 3.9%

1.31 5M
Cash and Equivalents

MISSOURI ST HEALTH & EDL FACS AUTH EDL FACS REV 0%

1.31 5M
municipal

WASHINGTON CNTY PA AUTH REV 0%

1.31 5M
municipal

LOUISIANA ST GAS & FUELS TAX REV 0%

1.26 5M
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH RESIDENTIAL DEV REV 4.25%

1.25 5M
municipal

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