Morningstar

Eaton Vance California Municipal Opportunities Fund Class C ECCAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.37  /  +0.11 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.77%
  • Effective Duration 6.56 years

USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:14 AM GMT+0

Morningstar’s Analysis ECCAX

Will ECCAX outperform in the 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 ECCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ECCAX 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 ECCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance CA Municipal Opportunities C 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.

by Morningstar Automated Analysis
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Portfolio Holdings ECCAX

More ECCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

2.35 27M
municipal

LOS ANGELES CALIF DEPT ARPTS REV 5.25%

1.56 18M
municipal

BAY AREA TOLL AUTH CALIF TOLL BRDG REV 1.25%

1.52 17M
municipal

CALIFORNIA MUN FIN AUTH REV 5%

1.26 14M
municipal

SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN WTR REV 4%

1.16 13M
municipal

CALIFORNIA ST ENTERPRISE DEV AUTH REV 4%

1.09 12M
municipal

CUPERTINO CALIF UN SCH DIST 5.75%

1.03 12M
municipal

MONTEREY PENINSULA CALIF UNI SCH DIST 4%

1.00 11M
municipal

VENTURA CALIF UNI SCH DIST 5.25%

0.97 11M
municipal

CALIFORNIA ST 5%

0.96 11M
municipal

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