EVIM ETF Analysis: Morgan Stanley Trust | NYSE

Unclassified | NYSE, USA | Market Cap: 391m USD | 12M Return: 1.4% | US61774R8824 | Charts, Fundamentals & Technical Analysis

Municipal Bonds, Tax-Exempt Securities, Intermediate Term, National Diversification
Total Rating 42
Safety 67
Buy Signal 0.23
Unclassified
Category Rotation: -10.4
TER: 0.30%
AUM: 391M
Avg Turnover: 7.43M
Risk 3d forecast
Volatility3.96%
VaR 5th Pctl0.69%
VaR vs Median-2.65%
Reward TTM
Sharpe Ratio-0.79
Rel. Str. IBD39.3
Rel. Str. Peer Group42.8 pctl
Character TTM
Beta0.081
Beta Downside0.062
Hurst Exponent0.654
Choppyness45.9%
Drawdowns 3y
Max DD5.90%
CAGR/Max DD0.81
CAGR/Mean DD4.55

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 3 years of data

Jan +0.4% 29
Feb +0.9% 36
Mar -2.6% 41
Apr -0.4% 30
May -0.3% 28
Jun +0.3% 29
Jul -1.4% 31
Aug +0.0% 0
Sep -0.8% 0
Oct -0.4% 0
Nov +0.7% 0
Dec -0.8% 29

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EVIM Morgan Stanley Trust
>The Eaton Vance Intermediate Municipal Income ETF (EVIM) is an exchange-traded fund that primarily invests in U.S. municipal bonds. Under its core policy, the fund allocates at least 80% of its net assets to municipal obligations whose interest income is exempt from regular federal income tax. This tax-exempt structure is the defining feature of the muni bond category and typically appeals to investors seeking to reduce taxable income.

The remaining assets, up to 20% of net assets, may be held in other debt instruments, including taxable municipal bonds, U.S. Treasury securities, and obligations issued by U.S. government agencies and instrumentalities. Categorized as a Muni National Intermediate fund, EVIM focuses on intermediate-maturity municipal debt issued by issuers across the United States rather than concentrating on a single state, providing broad geographic diversification within the tax-exempt bond market.

Headlines to Watch Out For
  • Fed rate cuts lift intermediate muni bond prices
  • Federal tax exemption changes threaten muni fund appeal
  • State and local credit quality remains stable
What is the price of EVIM shares?

As of November 03, 2026, the stock is trading at USD 51.89 with a total of 155,624 shares traded. Over the past week, the price has changed by +0.85%, over one month by +3.47%, over three months by +0.02% and over the past year by +1.44%.

Current recommended Stop Loss: 51.60 (which is 0.6% or 1.3 ATR below the current price).

Is EVIM a buy, sell or hold?

Morgan Stanley Trust has no consensus analysts rating.