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Eaton Vance California Municipal Opportunities Fund (ECCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
9.00-0.01 (-0.11%)
At close: 08:00PM EDT
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Eaton Vance California Municipal Opportunities Fund

Boston, MA 02110

Two International Place

Eaton Vance Municipals Trust

Management Information
Craig Robert Brandon,Lead Manager since December 31, 2013
Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni California Intermediate
Fund FamilyEaton Vance
Net Assets715.76M
YTD Return0.01%
Yield2.27%
Morningstar Rating★★
Inception DateMay 26, 1994

Fund Operations

Last Dividend0.15
Last Cap Gain-10.00
Holdings Turnover170.00%
Average for CategoryN/A

Fees & Expenses

ExpenseECCAXCategory Average
Annual Report Expense Ratio (net)0.71%0.78%
Prospectus Net Expense Ratio0.71%N/A
Prospectus Gross Expense Ratio0.71%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.37%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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