Eaton Vance CA Municipals B
The Eaton Vance Building 255 State Street Boston MA 02109
Map
Phone: 800-262-1122
| Category: | Muni California Long | | Fund Family: | Eaton Vance | | Net Assets: | 3.60M | | Year-to-Date Return: | -1.67% | | Yield: | 3.68% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-85 |
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Cynthia J. Clemson
Lead Manager since
01-Feb-96 | | | 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 current income exempt from regular federal income tax and California state personal income taxes. The fund normally invests at least 80% of assets in California 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
(29-Aug-08):
| 0.03 | | Last Cap Gain
(24-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 29.99% |
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| Expense | EVCAX | Category
Avg | | Total Expense Ratio: | 1.57%
| 1.13% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.22% | | Max Deferred Sales Load: | 5.00%
| 2.62% | | 3 Yr Expense Projection*: |
$1,003 | $588 | | 5 Yr Expense Projection*: |
$1,237 | $844 | | 10 Yr Expense Projection*: |
$2,048 | $1,576 |
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