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Morningstar

Eaton Vance PA Municipal Income A ETPAX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 7.85  /  0.12 %
  • Total Assets 157.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.740%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Muni Pennsylvania
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.80%
  • Effective Duration 6.70 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis ETPAX

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

People Pillar

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

Summary

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Eaton Vance PA Municipal Income A's Average Process Pillar and People Pillar ratings hold this strategy's 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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