Morningstar

Eaton Vance Short Duration Municipal Opportunities Fund Class I EMAIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.98  /  −0.10 %
  • Total Assets 856.8M
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.510%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 3.15%
  • Effective Duration 4.19 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

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.

by Morningstar Automated Analysis
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Portfolio Holdings EMAIX

More EMAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BLACK BELT ENERGY GAS DIST ALA GAS PREPAY REV 1.94%

1.76 15M
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

1.26 11M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 1.15%

1.06 9M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.95 8M
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

0.91 8M
municipal

MASSACHUSETTS ST DEV FIN AGY REV 5%

0.86 7M
municipal

KING CNTY WASH SWR REV 1.9%

0.85 7M
municipal

MONTGOMERY CNTY MD 1.6%

0.83 7M
municipal

CALIFORNIA ST 1.15%

0.82 7M
municipal

NEW YORK N Y CITY TR CULTURAL RES REV 5%

0.80 7M
municipal

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