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Morningstar

Eaton Vance NY Municipal Income A ETNYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.39  /  0.01 %
  • Total Assets 358.3 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni New York Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.32%
  • Effective Duration 7.06 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ETNYX

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

People Pillar

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

Summary

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Strength in the People Pillar isn't sufficient for Eaton Vance NY Municipal Income A to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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