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Morningstar

Eaton Vance AMT-Free Municipal Income A ETMBX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis ETMBX

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

People Pillar

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

Summary

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A strong Process Pillar rating isn't sufficient for Eaton Vance AMT-Free Municipal Income A to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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