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Morningstar

Eaton Vance SC Municipal Income I EISCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.58  /  +0.01 %
  • Total Assets 173.7 Mil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.530%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 3.18%
  • Effective Duration 4.47 years

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis EISCX

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

  • People Pillar

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

Eaton Vance SC Municipal Income I boasts strong People and Process 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EISCX

More EISCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

COLUMBIA S C WTRWKS & SWR SYS REV 5%

3.50 6.0 Mil
municipal

SOUTH CAROLINA ST PORTS AUTH PORTS REV 5%

3.45 5.9 Mil
municipal

SOUTH CAROLINA ST 5%

3.37 5.8 Mil
municipal

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

2.99 5.1 Mil
municipal

ROCK HILL S C UTIL SYS REV 5%

2.97 5.1 Mil
municipal

GREENVILLE CNTY S C SCH DIST INSTALLMENT PUR REV 5%

2.96 5.1 Mil
municipal

SOUTH CAROLINA ST 1%

2.45 4.2 Mil
municipal

SOUTH CAROLINA JOBS-ECONOMIC DEV AUTH HOSP FACS REV 5%

2.31 4.0 Mil
municipal

FLORENCE S C WTR & SWR REV 4.25%

2.10 3.6 Mil
municipal

YORK CNTY S C SCH DIST NO 4 FORT MILL 4%

1.90 3.2 Mil
municipal