ETPAX – Eaton Vance PA Municipal Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income exempt from regular federal income tax and Pennsylvania State and local taxes in the form of an investment exempt from Pennsylvania personal property taxes. The fund normally invests at least 80% of its net assets in municipal obligations that are exempt from regular federal income tax and the state taxes specified in the fund's investment objective. At least 75% of net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality.

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
EIPAX	Eaton Vance Pennsylvania Municipal Income Fund Class I	Institutional	Open			Mar 3, 2008	$90.90M	0.550%	Below Average	$1M	$13.47M
ETPAX	Eaton Vance Pennsylvania Municipal Income Fund Class A	Front Load	Open			Jun 1, 1994	$70.96M	0.750%	Below Average	$1,000	−$11.80M
ECPAX	Eaton Vance Pennsylvania Municipal Income Fund Class C	Level Load	Open			Jan 13, 2006	$3.93M	1.500%	Average	$1,000	−$230,443.86

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