Eaton Vance CA Ltd Maturity Munis A
The Eaton Vance Building 255 State Street Boston MA 02109
Map
Phone: 800-262-1122
| Category: | Muni California Interm/Short | | Fund Family: | Eaton Vance | | Net Assets: | 34.39M | | Year-to-Date Return: | 0.02% | | Yield: | 3.81% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jun-96 |
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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-Aug-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 26.73% |
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| Expense | EXCAX | Category
Avg | | Total Expense Ratio: | 0.82%
| 0.88% | | Max 12b1 Fee: | 0.15%
| N/A | | Max Front End Sales Load: | 2.25%
| 3.00% | | Max Deferred Sales Load: | 0.00%
| 2.32% | | 3 Yr Expense Projection*: |
$490 | $411 | | 5 Yr Expense Projection*: |
$686 | $626 | | 10 Yr Expense Projection*: |
$1,250 | $1,245 |
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1.49% Nasdaq 
0.27%
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