XAGG – Eaton Vance Income Opportunities ETF – ETF Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks a high level of current income; maximum total return is a secondary consideration but only to the extent consistent with the primary objective. The adviser will allocate the fund's investments among the following asset classes or market segments: (1) corporate securities, (2) agency residential and commercial mortgage-backed securities, (3) non-agency residential and commercial mortgage-backed securities, (4) asset-backed securities, (5) emerging market securities, (6) convertible securities, (7) U.S. government securities and foreign sovereign debt, and (8) derivatives.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
XAGG	Eaton Vance Income Opportunities ETF	ETF	Open			Jul 28, 1997	$1.83B	0.500%	Below Average	—	$1.41B

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