XAGG

Eaton Vance$49.24-0.09 (-0.17%)
AUM $1.58BER 0.50%NAV $49.22Holdings 334

Price Chart

Key Statistics

Previous Close

$49.33

Day Range

$49.24$49.33

52-Week Range

$49.22$51.35

Avg Volume

423.4K

Dividend Yield

Expense Ratio

0.50%

AUM

$1.58B

Shares Outstanding

15.4M

Sector Breakdown

SectorWeight %
Financial Services37.98%
Real Estate24.29%
Consumer Cyclical11.75%
Industrials7.47%
Technology7.00%
Consumer Defensive6.20%
Basic Materials2.94%
Energy2.36%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other52.33%
United States18.43%
United Kingdom2.34%
Mexico2.19%
Luxembourg2.16%
Egypt2.15%
South Africa1.59%
Colombia1.37%
Netherlands1.36%
Cayman Islands1.19%
Canada1.12%
Turkey1.10%
Venezuela1.07%
Brazil0.82%
Italy0.63%
Suriname0.63%
France0.62%
New Zealand0.58%
Argentina0.58%
Lebanon0.50%
Spain0.40%
Germany0.39%
Ireland0.38%
Chile0.38%
Dominican Republic0.36%
Peru0.36%
Vietnam0.34%
China0.32%
Panama0.30%
Bosnia and Herzegovina0.27%
Montenegro0.27%
Kenya0.25%
Hong Kong0.25%
Hungary0.25%
Poland0.24%
Pakistan0.21%
Austria0.21%
Singapore0.18%
Ethiopia0.16%
Albania0.16%
India0.16%
Morocco0.14%
Nigeria0.14%
Congo (Dem. Rep. of the)0.13%
Thailand0.11%
Macau0.11%
Indonesia0.11%
Mozambique0.11%
Mauritius0.10%
Guatemala0.09%
Barbados0.08%
Senegal0.07%
Malta0.06%
Ghana0.05%
Angola0.02%
Bermuda0.02%
Australia0.02%
Taiwan0.01%
Israel0.01%

Fund Information

Inception Date
Jul 28, 1997
Exchange
NYSE_ARCA
Description
XAGG is an actively managed ETF, investing across a broad range of asset classes, with a focus on certain sectors that are often underrepresented in traditional indices. The fund may include corporate securities, agency and non-agency mortgage-backed securities, asset-backed securities, emerging market and convertible securities, US government and foreign sovereign debt, and various derivatives. Investments may be rated investment grade or below, and denominated in any currency, with up to 65% of assets in any single category. Holdings can include a variety of fixed-income and structured products like CDs, commercial paper, CMOs, SMBS (stripped mortgage-backed securities), CMBS, and TBAs, as well as asset-backed securities tied to consumer or business loans. The investment process applies an integrated ESG analysis but is not the main factor in security selection. The ETF launched through the conversion of Morgan Stanley Income Opportunities Fund with $489 million in assets.

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VEAVanguard FTSE Developed Markets ETF$315.00B
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IEFAiShares Core MSCI EAFE ETF$193.07B
IJRiShares Core S&P Small-Cap ETF$107.03B
VYMVanguard High Dividend Yield ETF$99.20B

The Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF (XAGG) is an exchange-traded fund issued by Eaton Vance that launched on Jul 28, 1997. It currently manages $1.58B in assets under management. The fund charges an expense ratio of 0.50%. The fund holds 334 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

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Detailed Returns

PeriodReturnETF
1D
-0.17%
1W
-0.81%
1M
-1.44%
3M
-1.90%
6M
-1.95%
YTD
-2.55%
1Y
-1.80%
3Y
-1.80%
5Y
-1.80%

Moving Averages

20-Day MA

$49.75

Below 20-Day MA
50-Day MA

$49.79

Below 50-Day MA
200-Day MA

$50.27

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$51.35

Current Price

$49.24

52-Week Low

$49.22

$49.22$51.35

Current Yield

Annual Dividend

$1.1477

Frequency

12x/year

Last Ex-Date

Aug 31, 2026

Dividend History

Ex-DateAmountPay Date
Aug 31, 2026$0.2829Sep 4, 2026
Jul 31, 2026$0.2872Aug 6, 2026
Jun 30, 2026$0.2920Jul 7, 2026
May 29, 2026$0.2856Jun 4, 2026
Apr 30, 2026$0.2944May 6, 2026
Mar 31, 2026$0.2842Apr 7, 2026
Feb 27, 2026$0.2730Mar 5, 2026
Jan 30, 2026$0.2772Feb 5, 2026
Dec 23, 2025$0.2614Dec 30, 2025
Nov 28, 2025$0.2544Dec 4, 2025

Dividend Payments Over Time

Category Comparison

MetricXAGGFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.50%0.64%
AUM$1.58B$3.31B
Dividend Yield4.74%
Avg Volume423.4K728.2K
Holdings334261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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