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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.45% 0.20% 768.70M 81128.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 383.0% 308.45M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income. The Fund will invest at least 80% of its assets in mortgage-related securities including pass through securities, collateralized mortgage obligations and commercial mortgage-backed securities. The Fund may also invest in high yield securities and asset-backed securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category --
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
2.11%
6.71%
3.54%
1.06%
-8.46%
8.77%
6.78%
8.92%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.80%
--
--
4.91%
-0.64%
-11.29%
3.97%
2.47%
7.33%
--
--
--
1.62%
-16.03%
6.42%
3.19%
8.13%
--
--
--
--
-12.62%
5.22%
2.39%
7.66%
--
--
--
--
-10.23%
7.21%
3.53%
7.30%
As of December 09, 2025.

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.94%
Stock 0.00%
Bond 96.15%
Convertible 0.33%
Preferred 0.00%
Other 0.58%
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Basic Info

Investment Strategy
The Fund seeks current income. The Fund will invest at least 80% of its assets in mortgage-related securities including pass through securities, collateralized mortgage obligations and commercial mortgage-backed securities. The Fund may also invest in high yield securities and asset-backed securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category --
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Eaton Vance
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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