Eaton Vance Short Duration Income ETF

Data updated: 2026-05-27

C000248456 — Eaton Vance Short Duration Income ETF data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Intermediate Total / Aggregate Bond · $1.14B AUM · 0.24% expense ratio · 5.0% 1-yr return. From SEC regulatory filings.

C000248456 Fund Overview

Eaton Vance Short Duration Income ETF is a US mutual fund managed by Morgan Stanley ETF Trust, categorised as Intermediate Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Morgan Stanley ETF Trust
  • Category: Intermediate Total / Aggregate Bond
  • Assets under management: $1.14B
  • 1-year return: 5.0%
  • SEC CIK: 0001676326
  • SEC series ID: S000084183
  • Share class ID: C000248456

C000248456 Holdings

Top 10 holdings of Eaton Vance Short Duration Income ETF by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Morgan Stanley & Co. LLC7.62%
FNMA or FHLMC2.23%
United States of America1.83%
Eaton Vance Floating-Rate ETF1.70%
United States of America1.47%
Morgan Stanley & Co. LLC1.41%
Nykredit Realkredit A/S1.28%
United States of America0.85%
United States of America0.75%
Stellantis Financial Services US Corp.0.69%

View all C000248456 holdings

C000248456 Portfolio Allocation

Asset-class allocation of Eaton Vance Short Duration Income ETF by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income53.3%
Securitized39.5%
Cash & Equivalents9.3%
Other2.4%

C000248456 Performance

Total returns for C000248456 (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.1%
1 year5.0%
3 years (annualised)6.0%

C000248456 Risk Information

Risk metrics for C000248456, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 1.7%

C000248456 Costs and Fees

C000248456 costs about $24 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.24%
  • Gross expense ratio: 0.24%
  • Portfolio turnover: 124%
  • Brokerage commissions: 0.17 bps of average net assets (SEC N-CEN)

C000248456 Cashflows

Over the 12 months to 2026-03, Eaton Vance Short Duration Income ETF had net inflows of $859.24M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$135.74M
2026-02$54.08M
2026-01$118.42M
2025-12$59.15M
2025-11$36.01M
2025-10$83.72M

C000248456 Debt Constituents

Largest debt holdings of Eaton Vance Short Duration Income ETF by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States of America1.83%
United States of America1.47%
Nykredit Realkredit A/S1.28%
United States of America0.85%
United States of America0.75%
Stellantis Financial Services US Corp.0.69%
NatWest Group plc0.69%
Bank of America Corp.0.67%
United States of America0.64%
Bank of America Corp.0.62%

C000248456 Prospectus and SEC Filings

Official Eaton Vance Short Duration Income ETF filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Intermediate Total / Aggregate Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.