Morningstar

Eaton Vance Short Duration Municipal Opportunities Fund Class I EMAIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return$9.84  /  −0.30%
  • Fund Size$788.1M
  • Adjusted Expense Ratio0.510%
  • Net Expense Ratio0.510%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryMuni National Short
  • Fixed-Income Style Box (Funds)Medium/Limited
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield3.22%
  • Average Effective Duration4.03 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis EMAIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Short Duration Muni Opps I 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.

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Portfolio Holdings EMAIX

More EMAIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.5813M
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

1.2810M
municipal

CONNECTICUT ST HEALTH & EDL FACS AUTH REV 2.1%

1.2510M
municipal

United States Treasury Notes 4.375%

1.2410M
Government

Blackrock Cash Sweep Blackrock Liq Fd Municash In

1.2310M
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.079M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 2.45%

1.008M
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

0.937M
municipal

AL TOLL ROAD-1 FIXED COUPON 5.00000 MATURITY 20321001

0.907M
municipal

CONNECTICUT ST HEALTH & EDL FACS AUTH REV 1.15%

0.887M
municipal

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