EVMO Etf

MSIM Expands ETF Platform by Converting Mortgage Securities Mutual Fund to ETF

Published August 04, 2025 at 05:00 PM

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) today announced the conversion of Morgan Stanley Mortgage Securities Trust (MTGDX) to Eaton Vance Mortgage Opportunities ETF (NYSE Arca: EVMO). Greg Finck and Andrew Szczurowski, Co-Heads of the Mortgage and Securitized investment team, are the portfolio managers along with Matt Buckley and Brandon Matsui. The introduction of Eaton Vance Mortgage Opportunities ETF brings the total number of ETFs on MSIM’s platform to 18, inc

Related Questions

Are there any tax implications for current MTGDX shareholders converting to EVMO shares? How does EVMO’s strategy and asset allocation differ from competing mortgage‑securitized ETFs such as iShares U.S. Mortgage ETF (CRED) or SPDR Barclays U.S. Mortgage ETF (MWG)? How does the liquidity and expected trading volume of EVMO compare to other mortgage-focused ETFs on the market? How might the addition of EVMO influence Morgan Stanley Investment Management’s overall market share in the mortgage‑backed‑securities ETF space? How will the conversion of MTGDX to EVMO affect the ETF's net asset value and price performance in the short term? What are the projected yields and duration metrics for EVMO versus its predecessor MTGDX and versus peer ETFs? What changes, if any, will occur in the expense ratio and fees for existing and new investors after the transition? What impact might this conversion have on institutional and retail inflows into Morgan Stanley’s mortgage ETF platform? Will the ETF’s benchmark or index tracking methodology be altered as part of the conversion, potentially affecting tracking error? Will the underlying mortgage-backed securities holdings remain unchanged, or will the portfolio be rebalanced during the conversion?