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Time-tested investment principles

Deep and rewarding client experiences

Evolving strategies for changing needs

The Symbols of Broad-Based Specialization

What’s inside your ETFs? Look inside ours, and you’ll find specialized teams managing distinct strategies built for long-term results.

ETFs ticker codes

Featured Strategies

National Municipal Income Fund (I)

EIHMX

A diversified, credit-focused approach to municipal bond investing.

$9.02 $0.01

NAV as of Nov 27, 2023

Short Duration Government Income Fund (I)

EILDX

Diversified exposure to high-quality U.S. government securities—with limited interest-rate risk.

$7.27 $0.03

NAV as of Nov 27, 2023

Calvert International Equity Fund (I)

CWVIX

The Fund seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks.

$22.43 $-0.06

NAV as of Nov 27, 2023

Highly Specialized Teams.
Award-Winning Performance.

Eaton Vance, Morgan Stanley Investment Management and Parametric win 12 Lipper Fund Awards.

Core Plus Fixed Income Portfolio (I)

MPFIX

Combines top-down macro and asset allocation views with bottom-up fundamental and quantitative analysis.

Global Franchise Portfolio (I)

MSFAX

Invests bottom-up in a concentrated portfolio of high-quality, well-managed companies at a reasonable price.

US Core Portfolio (I)


MUOIX

Combines quantitative and fundamental research to identify 30-60 companies with strong investment potential.

Investment Capabilities

We offer a broad range of strategies, deep experience in sustainable investing and industry-leading customization and tax management solutions.

High-Conviction
Equities

Active Fixed Income
and Liquidity

Alternative
Investments

Customized
Solutions

Sustainable
Investing

Tax
Solutions