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EVLN
-0.32 · -0.64%
$49.41 · NYSE ARCA

Morgan Stanley ETF Trust (EVLN) ETF Analysis | Bank Loan

Eaton Vance ETFs · USA
AUM:$1.3B
#– of – in Bank Loan ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

EVLN returned +3.9% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is EVLN?

Under normal circumstances, the fund invests at least 80% of its net assets in floating-rate credit investments. Floating-rate credit investments may include, without limitation, senior floating rate loans of domestic and foreign borrowers, debt tranches of collateralized loan obligations, secured and unsecured floating-rate bonds, as well as secured and unsecured subordinated loans, second lien loans, subordinated bridge loans and mezzanine investments.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
EVLN returned 3.9% over the past year.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 5.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$1.3B
Expense Ratio0.60%
Dividend Yield7.27%
Holdings1
Inception DateFeb 2024
Domicile–
Distribution–
Index–
ProviderEaton Vance ETFs
Beta–
CategoryBank Loan
CurrencyUSD
Portfolio Impact

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6168
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.1%
1Y
+2.3%
3Y
+14.1%
5Y
+14.1%
OpenBook InsightIf you had invested £10,000 in EVLN 5 years ago, it would have grown to £11,410 — a gain of £1,410.

Annual Returns

Calendar year performance

EVLN delivered positive returns in 3 of the last 3 calendar years.
YearEVLN
2026 YTD+0.8%
2025+5.6%
2024+7.3%
CAGR 2yr+6.4%
3/3 positive yearsAvg return: +4.6%Worst year: +0.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.5%
Low
Momentum
+0.5%
30-day change
Support Level
48.48
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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