Eaton Vance Short Duration Income (EVSD) ETF Holdings & Analysis

What EVSD does

EVSD commenced operations following the conversion of the MSIFT Short Duration Income Portfolio mutual fund, an entity that contributed an initial asset base of $141.3 million. This ETF is designed to invest across a broad spectrum of fixed income securities, with a core objective of maintaining an average portfolio duration of three years or less. Its actively managed approach utilizes a proprietary investment strategy that integrates both top-down macroeconomic analysis and bottom-up security selection across diverse sectors. The advisor guides investment choices, including country, sector, and individual security exposures, by meticulously analyzing key valuation metrics such as real interest rate levels, yield curve dynamics, and credit-adjusted spreads. Additionally, Environmental, Social, and Governance (ESG) factors may be incorporated into the decision-making process. While the fund has the flexibility to hold securities issued by foreign entities, including those in emerging markets, all such holdings are expected to be denominated exclusively in U.S. dollars. The advisor also has the option to use derivatives, like exchange-traded and over-the-counter options, strategically to achieve specific market exposures or to help mitigate portfolio risks.

Fund profile

Top holdings

Geographic allocation

PortView Portfolio Insights

PortView analyzes how EVSD fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does EVSD track?

EVSD is the Eaton Vance Short Duration Income ETF, a Other ETF.

What is the expense ratio of EVSD?

Expense ratio data for EVSD is shown on the page when available from our data provider.

What are the largest holdings in EVSD?

Top holdings include TUZ6, MSILF GOVERNMENT, TYZ6, FVZ6, TBA UMBS SINGLE FAMILY 5%.

How can PortView analyze EVSD overlap with other ETFs?

PortView computes the holdings overlap between EVSD and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.