Eaton Vance AZ Municipals A Eaton Vance Municipals Trust Two International Place Boston, MA 02110 Map
Phone: 800-262-1122
| Category: | Muni Single State Long | | Fund Family: | Eaton Vance | | Net Assets: | 84.67M | | Year-to-Date Return: | 22.29% | | Yield: | 4.30% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Dec-93 |
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Craig Robert Brandon
Lead Manager since
13-Sep-04 | | | Brandon joined Eaton Vance in 1998 as a credit analyst in the Municipal Bond Department responsible for high grade and high yield bonds in various sectors. He became vice president in 2001 and portfolio manager in 2004. Before Eaton Vance, Brandon was a senior analyst for the New York State Assembly Ways and Means Committee where he was the Assembly?s lead analyst for capital finance, debt service and financial plan issues. Brandon holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income exempt from federal and Arizona personal income taxes. The fund normally invests at least 80% of net assets in municipal obligations that are exempt from regular federal income tax. At least 75% of net assets may be invested in municipal obligations rated at least investment grade at the time of investment (which are those rated Baa or higher by Moody?s Investors Services, Inc., or BBB or higher by either Standard & Poor?s Ratings Group or Fitch Ratings). It normally acquires municipal obligations with maturities of ten years or more. The fund is nondiversified. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 20.11% |
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| Expense | ETAZX | Category Avg | | Total Expense Ratio: | %
| 1.03% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 4.35% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $607 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $866 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,593 |
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