Eaton Vance Short Duration Municipal Income ETF
EVSM

$50.42

0.14%

Market Cap: $136M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

200% more funds holding

Funds holding: 2 [Q1] → 6 (+4) [Q2]

47.98% less ownership

Funds ownership: 98.27% [Q1] → 50.29% (-47.98%) [Q2]

49% less capital invested

Capital invested by funds: $123M [Q1] → $62.4M (-$60.2M) [Q2]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

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Research analyst outlook

We haven’t received any recent analyst ratings for EVSM.

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Financial journalist opinion

3 Key Considerations for Fixed Income in Months Ahead

Market outlooks and expectations continue to evolve in the second half on changing economic data, risks, and investor sentiment. Albert Giroux, portfolio specialist, broad markets fixed income at Morgan Stanley Investment Management, discussed what the team sees looking ahead for bond markets in a recent video.

3 Key Considerations for Fixed Income in Months Ahead

Look to the Eaton Vance ETF Suite When Bond Investing

Flows into fixed income ETFs continue this week on interest rate cut hopes. Investors looking to increase allocations to their bond portfolio would do well to consider the actively managed fixed income ETF suite from Eaton Vance.

Look to the Eaton Vance ETF Suite When Bond Investing

EVSM Brings Track Record of Outperformance to ETF Investors

The first half of 2024 saw increased mutual fund to ETF conversions. These funds bring the benefits of established track records to ETF investors.

EVSM Brings Track Record of Outperformance to ETF Investors

As Muni Bonds Hum Along, Consider This ETF Duo

Looking for options in fixed income? The space is offering significant appeal, especially for those nearing retirement.

As Muni Bonds Hum Along, Consider This ETF Duo

EVSM: Short Duration With Income Tax Benefits

Ongoing market volatility, uncertainty regarding inflation, and rate hikes keep many investors camped in short duration or cash. Investors looking to broaden their short-duration exposures should look to municipal bonds for the tax benefits they offer.

EVSM: Short Duration With Income Tax Benefits

Morgan Stanley Converts 2 Mutual Funds Into Active ETFs

On Monday, Morgan Stanley Investment Management added two new ETFs to their extensive fund portfolio. The Eaton Vance Total Return Bond ETF (NYSE Arca: EVTR) and the Eaton Vance Short Duration Municipal Income ETF (NYSE Arca: EVSM) were both converted from existing mutual funds into the ETF wrapper.

Morgan Stanley Converts 2 Mutual Funds Into Active ETFs

MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) today announced it has completed the conversion of two fixed income mutual funds to exchange-traded funds (“ETFs”). With these two additions, MSIM has introduced 14 ETFs since the launch of the ETF platform last year and has more than $1 billion in assets under management. The below two strategies are available as ETFs as of today: Mutual Fund ETF ETF Ticker MSIFT Core Plus Fixed Income Portfolio Eaton Vance Total Return B.

MSIM ETF Assets Surpass $1 Billion with the Conversion of Two Mutual Funds to ETFs

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