Eaton Vance Short Duration Municipal Opportunities Fund Class I EMAIX
Strategy
The investment seeks to maximize after-tax total return. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations that are exempt from regular federal income tax. It may invest up to 50% of its net assets in obligations rated below investment grade. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies or instrumentalities.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
EMAIX | Eaton Vance Short Duration Municipal Opportunities Fund Class I | Institutional | Open | $650.87M | 0.510% | High | $1M | −$15.01M | |||
EXMAX | Eaton Vance Short Duration Municipal Opportunities Fund Class A | Front Load | Open | $130.26M | 0.660% | Average | $1,000 | −$1.93M | |||
EZMAX | Eaton Vance Short Duration Municipal Opportunities Fund Class C | Level Load | Open | $6.94M | 1.410% | Above Average | $1,000 | −$2.76M |