Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.19% -0.04% 125.59M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.55% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current income exempt from regular federal income tax. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in municipal securities, the interest on which is exempt from regular federal income tax.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name Muni National Short
Category Index Bloomberg Municipal 3 Yr 2-4 TR USD
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name Eaton Vance
Prospectus Benchmark Index
ICE BofA 1-3Y US Muni Securities TR USD 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Brandon Matsui 5.37 yrs
Carl Thompson 5.37 yrs
Julie Callahan 5.37 yrs
Paul Metheny 5.37 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 03, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
5.45%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
-1.02%
1.16%
1.98%
4.51%
3.33%
0.12%
-4.50%
3.14%
0.06%
--
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3.80%
3.52%
1.20%
-3.75%
3.55%
0.06%
--
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1.76%
1.25%
0.38%
-0.03%
2.84%
0.86%
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-0.54%
As of May 03, 2024.

Asset Allocation

As of May 01, 2024.
Type % Net % Long % Short
Cash 8.01% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 91.99% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current income exempt from regular federal income tax. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in municipal securities, the interest on which is exempt from regular federal income tax.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name Muni National Short
Category Index Bloomberg Municipal 3 Yr 2-4 TR USD
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name Eaton Vance
Prospectus Benchmark Index
ICE BofA 1-3Y US Muni Securities TR USD 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Brandon Matsui 5.37 yrs
Carl Thompson 5.37 yrs
Julie Callahan 5.37 yrs
Paul Metheny 5.37 yrs

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