Eaton Vance CA Ltd Maturity Munis B
Two International Place Boston, MA 02110
Map
Phone: 800-262-1122
| Category: | Muni California Interm/Short | | Fund Family: | Eaton Vance | | Net Assets: | 410.00K | | Year-to-Date Return: | 15.79% | | Yield: | 3.06% | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-92 |
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Cynthia J. Clemson
Lead Manager since
01-May-97 | | | Clemson is a vice president with Eaton Vance Management and has been managing portfolios since April 1992. She joined the company as an analyst in 1988. Clemson is a member of the Financial Analysts Federation and the Boston Security Analysts Society. |
| 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 a high level of current income exempt from regular federal income tax and California Sate personal income taxes, and limited principal fluctuation. The fund normally invests at least 80% of net assets in municipal obligations, the interest on which is exempt from regular federal income tax and from the state taxes which. It normally invests at least 75% of net assets in municipal obligations rated at least investment grade at the time of investment. The fund may invest in derivative instruments, residual interests of a trust that holds municipal securities (?inverse floaters?), and zero coupon bonds. It is nondiversified. |
| Last Dividend
(15-Sep-09):
| 0.02 | | Last Cap Gain
(14-Dec-94):
| 0.01 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 34.16% |
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| Expense | ELCAX | Category
Avg | | Total Expense Ratio: | 1.70%
| 0.85% | | Max 12b1 Fee: | 0.90%
| N/A | | Max Front End Sales Load: | %
| 2.91% | | Max Deferred Sales Load: | 3.00%
| 2.03% | | 3 Yr Expense Projection*: |
$ 736 | $378 | | 5 Yr Expense Projection*: |
$ 835 | $582 | | 10 Yr Expense Projection*: |
$ 1,452 | $1,170 |
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