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Beacon

EVMOEaton Vance Mortgage Opportunities ETF

Get income29y track recordRanked #368 of 1,706 in this goal

Seeks a high level of current income.

By Eaton Vance ETFs · Launched 1997

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$873M

#1,263 of 6,040 · large

Return (1Y)

+1.3%

Track Record

29 years

#39 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,156+1.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 21.5% of funddiversified

FNMA or FHLMC
4.6%
FNMA or FHLMC
4.6%
United States of America
2.3%
United States of America
1.7%
FNMA or FHLMC
1.7%
FHLMC Pool
1.4%
FNMA
1.4%
FHLMC Pool
1.4%
RAAC Trust
1.2%
PNMAC GMSR Issuer Trust
1.1%

Asset allocation

Bonds
96.8%
Cash
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.0%Low

Year-on-year price swings

Max drawdown
-2.2%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

Avg maturity

9.4 years

Credit ratings

US Government
1.0%
AAA
9.4%
AA
41.6%
A
8.1%
BBB
10.8%
BB
6.9%
B
3.5%
Below B
1.6%
Other
17.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income.
Strategy
Invests primarily in mortgage-related securities, including mortgage-backed securities, CMOs, and high yield securities, to achieve a high level of current income. May invest up to 20% in foreign securities and utilize derivatives for risk management and income generation.
Inception date
July 28, 1997
Fund family
Eaton Vance ETFs

Next steps

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Data updated on 2026-09-18