Advertisement
Skip to Content
Morningstar

Eaton Vance OR Municipal Income C ECORX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.90  /  0.01 %
  • Total Assets 148.7 Mil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.59%
  • Effective Duration 5.78 years

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ECORX

Will ECORX 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 ECORX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

|

Eaton Vance OR Municipal Income C's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor