Eaton Vance SC Municipal Income I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Eaton Vance South Carolina Municipal Income Fund Class I EISCX
- NAV / 1-Day Return $8.05 / +0.50 %
- Fund Size $233.4M
- Adjusted Expense Ratio 0.510%
- Net Expense Ratio 0.540%
- Fee Level: Distribution Average
- Share Class Type Institutional
- Morningstar Category Muni Single State Interm
- Fixed-Income Style Box (Funds) Medium/Moderate
- Minimum Initial Investment $1M
- Investment Status Open
- TTM Yield 3.90%
- Average Effective Duration 6.69 yrs
Morningstar’s Analysis EISCX
Will EISCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Blackrock Cash Sweep Blackrock Liq Fd Municash In | 5.89 | 13M | Cash and Equivalents |
SOUTH CAROLINA ST PORTS AUTH PORTS REV 5% | 2.54 | 6M | municipal |
LEXINGTON CNTY S C HEALTH SVCS DIST INC HOSP REV 5% | 2.48 | 6M | municipal |
SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP REV 1.9% | 2.45 | 6M | municipal |
SOUTH CAROLINA ST 5% | 2.34 | 5M | municipal |
COLUMBIA S C WTRWKS & SWR SYS REV 5% | 2.20 | 5M | municipal |
SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HEALTH CARE FACS REV 5.25% | 1.79 | 4M | municipal |
CLEMSON UNIV S C UNIV REVS 5% | 1.69 | 4M | municipal |
YORK CNTY S C SCH DIST NO 4 FORT MILL 1.875% | 1.57 | 4M | municipal |
SOUTH CAROLINA ST PUB SVC AUTH REV 5% | 1.57 | 4M | municipal |