Eaton Vance SC Municipals I Two International Place Boston, MA 02110 Map
Phone: 800-262-1122
| Category: | Muni Single State Long | | Fund Family: | Eaton Vance | | Net Assets: | 26.20M | | Year-to-Date Return: | 32.33% | | Yield: | 4.40% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Mar-08 |
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Thomas M. Metzold
Lead Manager since
01-Nov-05 | | | Metzold became a vice president and portfolio manager at Eaton Vance Management in July 1991 after joining the company four years earlier as an investment analyst. He also spent four years as a financial analyst with General Electric. Metzold holds the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society, the Association for Investment Management and Research, the National Federation of Municipal Analysts, and the Boston Municipal Analysts Forum. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks current income exempt from federal and South Carolina income taxes. The fund normally invests at least 80% of assets in investment-grade South Carolina municipal obligations. It primarily invests in investment-grade municipal obligations (those rated BBB or Baa or higher), but may also invest in lower rated obligations. The fund normally acquires municipal obligations with maturities of 10 years or more. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 20.65% |
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| Expense | EISCX | Category Avg | | Total Expense Ratio: | 0.55%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.36% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ 246 | $615 | | 5 Yr Expense Projection*: |
$ 428 | $876 | | 10 Yr Expense Projection*: |
$ 954 | $1,609 |
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