Eaton Vance AMT-Free Ltd Maturity Muni B
Eaton Vance 255 State Street Boston, MA 02109
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Phone: 800-225-6265
| Category: | Muni National Interm | | Fund Family: | Eaton Vance | | Net Assets: | 940.00K | | Year-to-Date Return: | -0.50% | | Yield: | 3.24% | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-92 |
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Craig Robert Brandon
Lead Manager since
29-May-92 | | | 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 Assemblys 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: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to provide a high level of current income exempt from regular federal income tax and limited principal fluctuation. The fund invests substantially all of its net assets (at least 80%) in municipal obligations, the interest on which is exempt from regular federal income tax. It does not invest in an obligation if the interest on that obligation is subject to the federal alternative minimum tax ("AMT”). |
| Last Dividend
(15-Aug-08):
| 0.03 | | Last Cap Gain
(14-Dec-94):
| 0.01 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 40.32% |
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| Expense | ELFLX | Category
Avg | | Total Expense Ratio: | 1.65%
| 0.94% | | Max 12b1 Fee: | 0.90%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.56% | | Max Deferred Sales Load: | 3.00%
| 2.43% | | 3 Yr Expense Projection*: |
$726 | $469 | | 5 Yr Expense Projection*: |
$821 | $706 | | 10 Yr Expense Projection*: |
$1,425 | $1,380 |
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