Eaton Vance PA Ltd Maturity Munis B
The Eaton Vance Building 255 State Street Boston MA 02109
Phone: 800-225-6265
| Category: |
Muni Pennsylvania |
| Fund Family: |
Eaton Vance |
| Net Assets: |
1.63M |
| Year-to-Date Return: |
1.54% |
| Yield: |
3.12% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jun-92 |
|
Craig Robert Brandon
Lead Manager since
01-Feb-05 |
|
| 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: |
$0 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks current income exempt from federal and Pennsylvania income taxes, consistent with low volatility. The fund normally invests at least 65% of assets in investment-grade Pennsylvania municipal obligations. It may invest the balance of assets in securities rated as low as B. The fund generally maintains an average weighted duration between three and nine years. The fund is nondiversified. |
| Last Dividend
(17-Dec-07):
|
0.03 |
| Last Cap Gain
(14-Dec-94):
|
0.01 |
| Annual Holdings Turnover
|
11.00% |
| Average for Category:
|
20.36% |
|
| Expense |
ELPNX |
Category
Avg |
| Total Expense Ratio: |
1.61%
|
1.14% |
| Max 12b1 Fee: |
0.90%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.08% |
| Max Deferred Sales Load: |
3.00%
|
2.78% |
| 3 Yr Expense Projection*: |
$714 |
$610 |
| 5 Yr Expense Projection*: |
$800 |
$886 |
| 10 Yr Expense Projection*: |
$1,379 |
$1,643 |
|
|
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