Eaton Vance OR Mun I;C (ECORX.O)

At A Glance

You hold ECORX.O in 0 portfolios

Net Asset Value

9.64USD

 -0.01 -0.10%

10/22/2014

Category
General Tax-Exempt
YTD Return (Cumulative)
 10.67%
Classification
Other States Muni
5 Year Return (Annualized)
 4.44%
Manager Benchmark
Lipper Oth St Mun IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since February, 2006 »

 ECORX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date03/02/2006
Portfolio Turnover40%
Dividend Yield--
Fund ManagerAdam A. Weigold
Manager Tenure2014
Eaton Vance Management
Two International Place
Boston, MA 02110

Fees, Expenses, & Minimums

Load TypeLevel
Total Expense Ratio1.48%
Max 12b-1 Fee Ratio1.0x
Early Redemption Fee--
Initial Investment$1,000
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide current income exempt from regular federal income tax and Oregon state personal income taxes.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
240
Consistent Return
 
240
Capital Preservation
 
5006
Low Expense
 
225
Tax Efficiency (U.S. only)
 
240

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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