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Eaton Vance NJ Municipal Income C ECNJX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.92  /  0.11 %
  • Total Assets 148.2 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni New Jersey
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.04%
  • Effective Duration 5.44 years

Morningstar’s Analysis ECNJX

Will ECNJX outperform in future?

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

A strong Process Pillar rating is n't sufficient for Eaton Vance NJ Municipal Income C to overcome lower marks in Parent and other areas.

null Morningstar Manager Research

Morningstar Manager Research

Summary

This strategy retains its Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings ECNJX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 105
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW JERSEY ECONOMIC DEV AUTH MTR VEH SURCHARGES REV 0%

3.90
5,825,625
municipal

GARDEN ST N J PRESERVATION TR OPEN SPACE & FARMLAND PRESERVATION 0%

3.83
5,712,960
municipal

NEW JERSEY ST TRANSN TR FD AUTH 5.754%

2.93
4,374,398
municipal

MONTCLAIR TWP N J BRD ED 4%

2.82
4,215,288
municipal

IRVINGTON TWP N J 0%

2.51
3,745,593
Cash and Equivalents

NEW JERSEY ST TRANSN TR FD AUTH 5%

2.30
3,428,237
municipal

NEW JERSEY ST 2%

2.29
3,426,714
municipal

PORT AUTH N Y & N J 5%

2.18
3,252,240
municipal

NEW JERSEY ECONOMIC DEV AUTH WTR FACS REV 5%

2.08
3,098,760
municipal

PUERTO RICO ELEC PWR AUTH PWR REV 5.25%

2.03
3,036,248
municipal