Agreement signedPublished 12 May 2025

Eaton Vance Mortgage Opportunities ETF /
Morgan Stanley Mortgage Securities Trust

Morgan Stanley fund proposes reorganization into Eaton Vance ETF

Buy side: Eaton Vance Mortgage Opportunities ETF
Buy sideEaton Vance Mortgage Opportunities ETF
Target: Morgan Stanley Mortgage Securities Trust
TargetMorgan Stanley Mortgage Securities Trust
Source · 12 May 2025Source-verified
Buy side: Eaton Vance Mortgage Opportunities ETF
Buy sideEaton Vance Mortgage Opportunities ETF
Target: Morgan Stanley Mortgage Securities Trust
TargetMorgan Stanley Mortgage Securities Trust
01 / BuyerEaton Vance Mortgage Opportunities ETF
02 / TargetMorgan Stanley Mortgage Securities Trust
Source-verified
01

What happened

Shareholders of Morgan Stanley Mortgage Securities Trust are being asked to approve a reorganization into Eaton Vance Mortgage Opportunities ETF, a newly created exchange-traded fund.

The funds have identical investment objectives and principal investment strategies. The reorganization is expected to take place on or about Aug. 1, 2025.

02

The source

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01
Source · Original source

Morgan Stanley fund proposes reorganization into Eaton Vance ETF

This document is the source for the companies, stage and people on this page.

Source-verified
03

Timeline

Every date the source states, in order. Anything marked ahead is a target the source gives, not something that has happened.

  1. Published by the source

    The source this page is built from.

    Source-verified
  2. Also stated

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