Eaton Vance California Municipal Opportunities Fund Class A EACAX

Morningstar Medalist Rating

Strategy

The investment seeks to maximize after-tax total return. Under normal market circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations that are exempt from regular federal income tax and California state personal income taxes. It may invest 25% or more of its total assets in certain types of municipal obligations (such as general obligations, municipal leases, principal only municipal investments, revenue bonds and industrial development bonds) and in one or more economic sectors (such as housing, hospitals, healthcare facilities or utilities).

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
EICAX
Eaton Vance California Municipal Opportunities Fund Class IInstitutionalOpen $936.83M0.500%Average$1M$141.88M
EACAX
Eaton Vance California Municipal Opportunities Fund Class AFront LoadOpen $150.27M0.750%Average$1,000$48,980.19
ECCAX
Eaton Vance California Municipal Opportunities Fund Class CLevel LoadOpen $10.28M1.500%Above Average$1,000−$1.94M

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