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EVIMEaton Vance Intermediate Municipal Income ETF

Get income2y track recordRanked #474 of 1,650 in this goal

Seeks current income exempt from regular federal income tax.

By Eaton Vance ETFs · Launched 2023

Annual Cost

0.11%

#445 of 5,861 · low cost

Fund Size

$255M

#2,150 of 5,861 · mid-size

Dividend YieldGoal

3.51%

Track Record

2 years

#3,153 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,616+6.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 16.7% of fundwell diversified

BlackRock Liquidity Funds - MuniCash
2.9%
State of Washington
1.8%
District of Columbia
1.6%
New York City Transitional Finance Authority Future Tax Secured Revenue
1.6%
New York City Housing Development Corp.
1.6%
City of New York
1.6%
Build NYC Resource Corp.
1.5%
San Antonio Water System
1.5%
Arizona Industrial Development Authority
1.4%
New York City Municipal Water Finance Authority
1.3%

Asset allocation

Bonds
98.9%
Cash
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.9%Low

Year-on-year price swings

Max drawdown
-4.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.8 years

Avg maturity

10.5 years

Credit ratings

US Government
0.6%
AAA
7.9%
AA
42.2%
A
36.1%
BBB
4.0%
BB
3.5%
Other
6.3%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income exempt from regular federal income tax.
Strategy
Invests primarily in municipal obligations exempt from federal income tax, targeting at least 80% of net assets in investment-grade rated securities. Focuses on creditworthiness and may consider ESG factors in investment decisions.
Inception date
October 16, 2023
Fund family
Eaton Vance ETFs

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Data updated on 2026-08-04