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Morningstar

Eaton Vance SC Municipal Income A EASCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.68  /  +0.03 %
  • Total Assets 177.3 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.730%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.23%
  • Effective Duration 5.22 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis EASCX

Will EASCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EASCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EASCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EASCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eaton Vance SC Municipal Income A boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings EASCX

More EASCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

COLUMBIA S C WTRWKS & SWR SYS REV 5%

3.45 5.8 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

3.45 5.8 Mil
municipal

SOUTH CAROLINA ST 5%

3.31 5.6 Mil
municipal

SPARTANBURG CNTY S C SCH DIST NO 004 5.25%

3.07 5.2 Mil
municipal

LEXINGTON CNTY S C HEALTH SVCS DIST INC HOSP REV 5%

3.01 5.0 Mil
municipal

ROCK HILL S C UTIL SYS REV 5%

3.00 5.0 Mil
municipal

GREENVILLE CNTY S C SCH DIST INSTALLMENT PUR REV 5%

2.99 5.0 Mil
municipal

SOUTH CAROLINA ST 1%

2.49 4.2 Mil
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH ENVIRONMENTAL IMPT REV 4%

2.39 4.0 Mil
municipal

FLORENCE S C WTR & SWR REV 4.25%

2.08 3.5 Mil
municipal