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Eaton Vance AMT-Free Municipal Income A ETMBX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 8.24  /  0.21 %
  • Total Assets 255.8 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.800%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Muni National Long
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.02%
  • Effective Duration 6.12 years

Morningstar’s Analysis ETMBX

Will ETMBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in the People Pillar isn't sufficient for Eaton Vance AMT-Free Municipal Income A to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a 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-costliest quintile among peers.

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