Morningstar

Eaton Vance Short Duration Municipal Opportunities Fund Class C EZMAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.50  /  +0.11 %
  • Total Assets 852.7M
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.29%
  • Effective Duration 4.19 years

USD | NAV as of Aug 13, 2026 | 1-Day Return as of Aug 13, 2026, 12:26 AM GMT+0

Morningstar’s Analysis EZMAX

Will EZMAX outperform in the 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 EZMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Short Duration Muni Opps C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EZMAX

More EZMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

1.27 11M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

0.96 8M
municipal

OHIO ST WTR DEV AUTH WTR POLLUTN CTL REV 1.9%

0.95 8M
municipal

DENVER COLO CITY & CNTY ARPT REV 5%

0.92 8M
municipal

MASSACHUSETTS ST DEV FIN AGY REV 5%

0.87 7M
municipal

UNIVERSITY CALIF REVS 3.73%

0.87 7M
municipal

KING CNTY WASH SWR REV 1.9%

0.86 7M
municipal

NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV 1.1%

0.83 7M
municipal

United States Treasury Notes 3.75%

0.83 7M
Government

NEW YORK N Y CITY TR CULTURAL RES REV 5%

0.81 7M
municipal

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