EVPF – Eaton Vance Preferred Secs And Inc ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return and to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in preferred securities and other income-producing securities. The fund invests in both domestic and foreign securities. The fund may invest in securities that, at the time of issuance, are eligible to pay dividends that qualify for favorable U.S. federal income tax treatment, such as dividends treated as qualified dividend income.

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
EVPF	Eaton Vance Preferred Securities And Income ETF	ETF	Open	—	—	Mar 3, 2026	$51.15M	0.390%	—	—	—

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