Eaton Vance Municipal Income Trust
Name
As of 05/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-2.6%
1 yr return
-1.8%
3 Yr Avg Return
-8.0%
5 Yr Avg Return
-3.4%
Net Assets
$482 M
Holdings in Top 10
17.7%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.76%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 12.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Closed-end mutual fund
Name
As of 05/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
XEVNX - Profile
Distributions
- YTD Total Return -2.6%
- 3 Yr Annualized Total Return -8.0%
- 5 Yr Annualized Total Return -3.4%
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 4.18%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameEaton Vance Municipal Income Trust
-
Fund Family NameEaton Vance
-
Inception DateMar 26, 2003
-
Shares Outstanding39667163
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerCynthia Clemson
Fund Description
XEVNX - Performance
Return Ranking - Trailing
Period | XEVNX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.6% | -5.1% | 9.2% | 95.98% |
1 Yr | -1.8% | -5.0% | 27.9% | 98.31% |
3 Yr | -8.0%* | -11.4% | 2.7% | 98.41% |
5 Yr | -3.4%* | -6.3% | 1101.7% | 96.66% |
10 Yr | 2.4%* | -0.5% | 248.1% | 15.20% |
* Annualized
Return Ranking - Calendar
Period | XEVNX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.7% | -1.4% | 41.0% | 53.55% |
2022 | -21.4% | -39.7% | 0.3% | 97.43% |
2021 | -0.6% | -5.6% | 6.9% | 54.98% |
2020 | 3.7% | -2.6% | 310.0% | 3.19% |
2019 | 7.0% | 0.0% | 26.0% | 2.86% |
Total Return Ranking - Trailing
Period | XEVNX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -2.6% | -5.1% | 9.2% | 95.98% |
1 Yr | -1.8% | -5.0% | 27.9% | 98.31% |
3 Yr | -8.0%* | -11.4% | 2.7% | 98.41% |
5 Yr | -3.4%* | -6.3% | 1101.7% | 96.66% |
10 Yr | 2.4%* | -0.5% | 248.1% | 15.20% |
* Annualized
Total Return Ranking - Calendar
Period | XEVNX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.7% | -1.3% | 41.0% | 98.24% |
2022 | -21.4% | -39.7% | 1.1% | 97.56% |
2021 | -0.6% | -4.8% | 23761504.0% | 96.41% |
2020 | 3.7% | -1.5% | 17057.9% | 53.22% |
2019 | 9.3% | 0.2% | 3514.6% | 4.94% |
NAV & Total Return History
XEVNX - Holdings
Concentration Analysis
XEVNX | Category Low | Category High | XEVNX % Rank | |
---|---|---|---|---|
Net Assets | 482 M | 3.22 M | 71.9 B | 48.25% |
Number of Holdings | 312 | 2 | 13067 | 38.32% |
Net Assets in Top 10 | 83.7 M | -317 M | 3.56 B | 48.35% |
Weighting of Top 10 | 17.68% | 2.0% | 100.2% | 52.91% |
Top 10 Holdings
- NEW JERSEY ECONOMIC DEV AUTH REV 5% 2.44%
- MIAMI-DADE CNTY FLA PROFESSIONAL SPORTS FRANCHISE FACS TAX REV 0% 2.16%
- ATLANTIC CITY N J 7.5% 1.80%
- LEANDER TEX INDPT SCH DIST 0% 1.75%
- CHICAGO ILL BRD ED 5% 1.74%
- BREVARD CNTY FLA HEALTH FACS AUTH REV 5% 1.70%
- ALAMEDA CORRIDOR TRANSN AUTH CALIF REV 0% 1.70%
- DE KALB CNTY GA WTR & SEW REV 12.75481% 1.59%
- MASSACHUSETTS ST DEV FIN AGY REV 6% 1.42%
- NEW YORK TRANSN DEV CORP SPL FAC REV 4.375% 1.39%
Asset Allocation
Weighting | Return Low | Return High | XEVNX % Rank | |
---|---|---|---|---|
Bonds | 99.60% | 0.00% | 150.86% | 19.60% |
Cash | 0.40% | -50.86% | 46.80% | 80.00% |
Stocks | 0.00% | 0.00% | 99.81% | 50.78% |
Preferred Stocks | 0.00% | 0.00% | 0.52% | 43.69% |
Other | 0.00% | -3.18% | 33.35% | 47.51% |
Convertible Bonds | 0.00% | 0.00% | 0.93% | 42.95% |
Bond Sector Breakdown
Weighting | Return Low | Return High | XEVNX % Rank | |
---|---|---|---|---|
Municipal | 96.74% | 44.39% | 100.00% | 68.94% |
Corporate | 2.86% | 0.00% | 9.41% | 0.39% |
Cash & Equivalents | 0.40% | 0.00% | 46.24% | 43.82% |
Derivative | 0.00% | -3.18% | 23.38% | 44.92% |
Securitized | 0.00% | 0.00% | 5.93% | 44.38% |
Government | 0.00% | 0.00% | 52.02% | 47.43% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | XEVNX % Rank | |
---|---|---|---|---|
US | 97.31% | 0.00% | 142.23% | 67.57% |
Non US | 2.29% | 0.00% | 23.89% | 6.28% |
XEVNX - Expenses
Operational Fees
XEVNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.76% | 0.01% | 20.65% | 3.95% |
Management Fee | 0.40% | 0.00% | 1.20% | 41.46% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.20% | 0.01% | 0.44% | 88.24% |
Sales Fees
XEVNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 4.75% | N/A |
Deferred Load | N/A | 0.25% | 5.00% | N/A |
Trading Fees
XEVNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 1.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
XEVNX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 12.00% | 0.00% | 283.00% | 30.40% |
XEVNX - Distributions
Dividend Yield Analysis
XEVNX | Category Low | Category High | XEVNX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 14.28% | 96.44% |
Dividend Distribution Analysis
XEVNX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
XEVNX | Category Low | Category High | XEVNX % Rank | |
---|---|---|---|---|
Net Income Ratio | 4.18% | -0.53% | 5.33% | 2.16% |
Capital Gain Distribution Analysis
XEVNX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Semi-Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jun 20, 2019 | $0.047 | OrdinaryDividend |
May 20, 2019 | $0.047 | OrdinaryDividend |
Apr 18, 2019 | $0.047 | OrdinaryDividend |
Mar 18, 2019 | $0.047 | OrdinaryDividend |
Feb 19, 2019 | $0.047 | OrdinaryDividend |
Jan 22, 2019 | $0.047 | OrdinaryDividend |
Dec 20, 2018 | $0.047 | OrdinaryDividend |
Nov 19, 2018 | $0.047 | OrdinaryDividend |
Oct 18, 2018 | $0.047 | OrdinaryDividend |
Sep 21, 2018 | $0.047 | OrdinaryDividend |
Aug 20, 2018 | $0.054 | OrdinaryDividend |
Jul 19, 2018 | $0.054 | OrdinaryDividend |
Jun 18, 2018 | $0.054 | OrdinaryDividend |
May 18, 2018 | $0.054 | OrdinaryDividend |
Apr 19, 2018 | $0.054 | OrdinaryDividend |
Mar 19, 2018 | $0.054 | OrdinaryDividend |
Feb 20, 2018 | $0.054 | OrdinaryDividend |
Jan 19, 2018 | $0.054 | OrdinaryDividend |
Dec 18, 2017 | $0.054 | OrdinaryDividend |
Nov 20, 2017 | $0.054 | OrdinaryDividend |
Oct 19, 2017 | $0.054 | OrdinaryDividend |
Sep 18, 2017 | $0.054 | OrdinaryDividend |
Aug 18, 2017 | $0.054 | OrdinaryDividend |
Jul 20, 2017 | $0.054 | OrdinaryDividend |
Jun 19, 2017 | $0.054 | OrdinaryDividend |
May 18, 2017 | $0.054 | OrdinaryDividend |
Apr 20, 2017 | $0.058 | OrdinaryDividend |
Mar 20, 2017 | $0.058 | OrdinaryDividend |
Feb 21, 2017 | $0.058 | OrdinaryDividend |
Jan 20, 2017 | $0.058 | OrdinaryDividend |
Dec 19, 2016 | $0.058 | OrdinaryDividend |
Nov 21, 2016 | $0.060 | OrdinaryDividend |
Oct 20, 2016 | $0.060 | OrdinaryDividend |
Sep 19, 2016 | $0.060 | OrdinaryDividend |
Aug 18, 2016 | $0.060 | OrdinaryDividend |
Jul 18, 2016 | $0.063 | OrdinaryDividend |
Jun 20, 2016 | $0.063 | OrdinaryDividend |
May 19, 2016 | $0.063 | OrdinaryDividend |
Apr 18, 2016 | $0.063 | OrdinaryDividend |
Mar 18, 2016 | $0.071 | OrdinaryDividend |
Feb 18, 2016 | $0.071 | OrdinaryDividend |
Jan 21, 2016 | $0.071 | OrdinaryDividend |
Dec 18, 2015 | $0.071 | OrdinaryDividend |
Nov 20, 2015 | $0.071 | OrdinaryDividend |
Oct 20, 2015 | $0.071 | OrdinaryDividend |
Sep 18, 2015 | $0.075 | OrdinaryDividend |
Aug 20, 2015 | $0.075 | OrdinaryDividend |
Jul 20, 2015 | $0.075 | OrdinaryDividend |
Jun 18, 2015 | $0.075 | OrdinaryDividend |
May 18, 2015 | $0.075 | OrdinaryDividend |
Apr 20, 2015 | $0.075 | OrdinaryDividend |
Mar 19, 2015 | $0.075 | OrdinaryDividend |
Feb 19, 2015 | $0.075 | OrdinaryDividend |
Jan 20, 2015 | $0.075 | OrdinaryDividend |
Dec 18, 2014 | $0.075 | OrdinaryDividend |
Nov 20, 2014 | $0.075 | OrdinaryDividend |
Oct 20, 2014 | $0.075 | OrdinaryDividend |
Sep 19, 2014 | $0.075 | OrdinaryDividend |
Aug 18, 2014 | $0.075 | OrdinaryDividend |
Jul 17, 2014 | $0.075 | OrdinaryDividend |
Jun 17, 2014 | $0.075 | OrdinaryDividend |
May 19, 2014 | $0.075 | OrdinaryDividend |
Apr 17, 2014 | $0.075 | OrdinaryDividend |
Mar 17, 2014 | $0.075 | OrdinaryDividend |
Feb 18, 2014 | $0.075 | OrdinaryDividend |
Jan 17, 2014 | $0.075 | OrdinaryDividend |
Dec 17, 2013 | $0.075 | OrdinaryDividend |
Nov 19, 2013 | $0.075 | OrdinaryDividend |
Oct 17, 2013 | $0.075 | OrdinaryDividend |
Sep 17, 2013 | $0.075 | OrdinaryDividend |
Aug 19, 2013 | $0.078 | OrdinaryDividend |
Jul 17, 2013 | $0.078 | OrdinaryDividend |
Jun 17, 2013 | $0.078 | OrdinaryDividend |
May 17, 2013 | $0.078 | OrdinaryDividend |
Apr 17, 2013 | $0.078 | OrdinaryDividend |
Mar 18, 2013 | $0.078 | OrdinaryDividend |
Feb 19, 2013 | $0.078 | OrdinaryDividend |
Jan 17, 2013 | $0.078 | OrdinaryDividend |
Dec 17, 2012 | $0.078 | OrdinaryDividend |
Nov 20, 2012 | $0.078 | OrdinaryDividend |
Oct 18, 2012 | $0.078 | OrdinaryDividend |
Sep 17, 2012 | $0.078 | OrdinaryDividend |
Aug 17, 2012 | $0.078 | OrdinaryDividend |
Jul 17, 2012 | $0.078 | OrdinaryDividend |
Jun 18, 2012 | $0.078 | OrdinaryDividend |
May 17, 2012 | $0.078 | OrdinaryDividend |
Apr 18, 2012 | $0.078 | OrdinaryDividend |
Mar 19, 2012 | $0.083 | OrdinaryDividend |
Feb 17, 2012 | $0.083 | OrdinaryDividend |
Jan 17, 2012 | $0.083 | OrdinaryDividend |
Dec 19, 2011 | $0.083 | OrdinaryDividend |
Nov 17, 2011 | $0.083 | OrdinaryDividend |
Oct 18, 2011 | $0.083 | OrdinaryDividend |
Sep 19, 2011 | $0.083 | OrdinaryDividend |
Aug 17, 2011 | $0.083 | OrdinaryDividend |
Jul 18, 2011 | $0.083 | OrdinaryDividend |
Jun 17, 2011 | $0.083 | OrdinaryDividend |
May 17, 2011 | $0.083 | OrdinaryDividend |
Apr 18, 2011 | $0.083 | OrdinaryDividend |
Mar 17, 2011 | $0.083 | OrdinaryDividend |
Feb 17, 2011 | $0.083 | OrdinaryDividend |
Jan 18, 2011 | $0.083 | OrdinaryDividend |
Dec 17, 2010 | $0.083 | OrdinaryDividend |
Nov 17, 2010 | $0.079 | OrdinaryDividend |
Oct 18, 2010 | $0.079 | OrdinaryDividend |
Sep 17, 2010 | $0.079 | OrdinaryDividend |
Aug 17, 2010 | $0.079 | OrdinaryDividend |
Jul 19, 2010 | $0.079 | OrdinaryDividend |
Jun 17, 2010 | $0.079 | OrdinaryDividend |
May 17, 2010 | $0.079 | OrdinaryDividend |
Apr 19, 2010 | $0.079 | OrdinaryDividend |
Mar 17, 2010 | $0.079 | OrdinaryDividend |
Feb 17, 2010 | $0.079 | OrdinaryDividend |
Jan 19, 2010 | $0.076 | OrdinaryDividend |
Dec 17, 2009 | $0.076 | OrdinaryDividend |
Nov 17, 2009 | $0.076 | OrdinaryDividend |
Oct 19, 2009 | $0.076 | OrdinaryDividend |
Sep 17, 2009 | $0.076 | OrdinaryDividend |
Aug 17, 2009 | $0.076 | OrdinaryDividend |
Jul 17, 2009 | $0.070 | OrdinaryDividend |
Jun 02, 2009 | $0.070 | OrdinaryDividend |
Apr 20, 2009 | $0.070 | OrdinaryDividend |
Mar 17, 2009 | $0.070 | OrdinaryDividend |
Feb 17, 2009 | $0.070 | OrdinaryDividend |
Jan 20, 2009 | $0.070 | OrdinaryDividend |
Dec 17, 2008 | $0.070 | OrdinaryDividend |
Nov 17, 2008 | $0.070 | OrdinaryDividend |
Oct 17, 2008 | $0.070 | OrdinaryDividend |
Sep 17, 2008 | $0.070 | OrdinaryDividend |
Aug 18, 2008 | $0.070 | OrdinaryDividend |
Jul 17, 2008 | $0.066 | OrdinaryDividend |
Jun 17, 2008 | $0.066 | OrdinaryDividend |
May 19, 2008 | $0.066 | OrdinaryDividend |
Apr 17, 2008 | $0.066 | OrdinaryDividend |
Mar 17, 2008 | $0.066 | OrdinaryDividend |
Feb 19, 2008 | $0.066 | OrdinaryDividend |
Jan 17, 2008 | $0.066 | OrdinaryDividend |
Dec 17, 2007 | $0.066 | OrdinaryDividend |
Nov 16, 2007 | $0.066 | OrdinaryDividend |
Oct 17, 2007 | $0.066 | OrdinaryDividend |
Sep 17, 2007 | $0.066 | OrdinaryDividend |
Aug 17, 2007 | $0.066 | OrdinaryDividend |
Jul 17, 2007 | $0.066 | OrdinaryDividend |
Jun 18, 2007 | $0.066 | OrdinaryDividend |
May 17, 2007 | $0.066 | OrdinaryDividend |
Apr 17, 2007 | $0.066 | OrdinaryDividend |
Mar 19, 2007 | $0.066 | OrdinaryDividend |
Feb 20, 2007 | $0.066 | OrdinaryDividend |
Jan 17, 2007 | $0.066 | OrdinaryDividend |
Dec 18, 2006 | $0.066 | OrdinaryDividend |
Nov 17, 2006 | $0.066 | OrdinaryDividend |
Oct 17, 2006 | $0.066 | OrdinaryDividend |
Sep 18, 2006 | $0.066 | OrdinaryDividend |
Aug 17, 2006 | $0.075 | OrdinaryDividend |
Jul 17, 2006 | $0.075 | OrdinaryDividend |
Jun 19, 2006 | $0.075 | OrdinaryDividend |
May 17, 2006 | $0.075 | OrdinaryDividend |
Apr 17, 2006 | $0.075 | OrdinaryDividend |
Mar 17, 2006 | $0.075 | OrdinaryDividend |
Feb 17, 2006 | $0.075 | OrdinaryDividend |
Jan 17, 2006 | $0.075 | OrdinaryDividend |
Dec 19, 2005 | $0.084 | OrdinaryDividend |
Nov 17, 2005 | $0.084 | OrdinaryDividend |
Oct 18, 2005 | $0.084 | OrdinaryDividend |
Sep 16, 2005 | $0.084 | OrdinaryDividend |
Aug 17, 2005 | $0.084 | OrdinaryDividend |
Jul 18, 2005 | $0.084 | OrdinaryDividend |
Jun 16, 2005 | $0.094 | OrdinaryDividend |
May 16, 2005 | $0.094 | OrdinaryDividend |
Apr 18, 2005 | $0.099 | OrdinaryDividend |
Mar 16, 2005 | $0.099 | OrdinaryDividend |
Feb 16, 2005 | $0.099 | OrdinaryDividend |
Jan 18, 2005 | $0.099 | OrdinaryDividend |
Dec 16, 2004 | $0.099 | OrdinaryDividend |
Nov 15, 2004 | $0.099 | OrdinaryDividend |
Oct 18, 2004 | $0.099 | OrdinaryDividend |
Sep 17, 2004 | $0.099 | OrdinaryDividend |
Aug 16, 2004 | $0.099 | OrdinaryDividend |
Jul 16, 2004 | $0.099 | OrdinaryDividend |
Jun 15, 2004 | $0.099 | OrdinaryDividend |
May 17, 2004 | $0.099 | OrdinaryDividend |
Apr 16, 2004 | $0.099 | OrdinaryDividend |
Mar 16, 2004 | $0.099 | OrdinaryDividend |
Feb 17, 2004 | $0.099 | OrdinaryDividend |
Jan 16, 2004 | $0.099 | OrdinaryDividend |
Dec 16, 2003 | $0.099 | OrdinaryDividend |
Nov 17, 2003 | $0.099 | OrdinaryDividend |
Oct 16, 2003 | $0.099 | OrdinaryDividend |
Sep 15, 2003 | $0.096 | OrdinaryDividend |
Aug 18, 2003 | $0.096 | OrdinaryDividend |
Jul 16, 2003 | $0.093 | OrdinaryDividend |
Jun 16, 2003 | $0.093 | OrdinaryDividend |
May 16, 2003 | $0.093 | OrdinaryDividend |
Apr 16, 2003 | $0.093 | OrdinaryDividend |
Mar 17, 2003 | $0.093 | OrdinaryDividend |
Feb 18, 2003 | $0.093 | OrdinaryDividend |
Jan 16, 2003 | $0.093 | OrdinaryDividend |
Dec 16, 2002 | $0.093 | OrdinaryDividend |
Nov 19, 2002 | $0.093 | OrdinaryDividend |
Oct 16, 2002 | $0.093 | OrdinaryDividend |
Sep 16, 2002 | $0.093 | OrdinaryDividend |
Aug 16, 2002 | $0.091 | OrdinaryDividend |
Jul 15, 2002 | $0.086 | OrdinaryDividend |
Jun 17, 2002 | $0.086 | OrdinaryDividend |
May 16, 2002 | $0.086 | OrdinaryDividend |
Apr 16, 2002 | $0.084 | OrdinaryDividend |
Mar 18, 2002 | $0.084 | OrdinaryDividend |
Feb 19, 2002 | $0.084 | OrdinaryDividend |
Jan 16, 2002 | $0.077 | OrdinaryDividend |
Dec 17, 2001 | $0.077 | OrdinaryDividend |
Nov 16, 2001 | $0.071 | OrdinaryDividend |
Oct 15, 2001 | $0.071 | OrdinaryDividend |
Sep 17, 2001 | $0.068 | OrdinaryDividend |
Aug 17, 2001 | $0.068 | OrdinaryDividend |
Jul 16, 2001 | $0.063 | OrdinaryDividend |
Jun 18, 2001 | $0.063 | OrdinaryDividend |
May 16, 2001 | $0.062 | OrdinaryDividend |
Apr 16, 2001 | $0.062 | OrdinaryDividend |
Mar 16, 2001 | $0.062 | OrdinaryDividend |
Feb 16, 2001 | $0.062 | OrdinaryDividend |
Jan 16, 2001 | $0.062 | OrdinaryDividend |
Dec 18, 2000 | $0.062 | OrdinaryDividend |
Nov 17, 2000 | $0.062 | OrdinaryDividend |
Oct 16, 2000 | $0.062 | OrdinaryDividend |
Sep 18, 2000 | $0.062 | OrdinaryDividend |
Aug 17, 2000 | $0.062 | OrdinaryDividend |
Jul 17, 2000 | $0.062 | OrdinaryDividend |
Jun 16, 2000 | $0.062 | OrdinaryDividend |
May 15, 2000 | $0.069 | OrdinaryDividend |
Apr 17, 2000 | $0.069 | OrdinaryDividend |
Mar 17, 2000 | $0.069 | OrdinaryDividend |
Feb 17, 2000 | $0.069 | OrdinaryDividend |
Jan 18, 2000 | $0.069 | OrdinaryDividend |
Dec 17, 1999 | $0.069 | OrdinaryDividend |
Nov 16, 1999 | $0.069 | OrdinaryDividend |
Oct 18, 1999 | $0.069 | OrdinaryDividend |
Sep 17, 1999 | $0.069 | OrdinaryDividend |
Aug 16, 1999 | $0.069 | OrdinaryDividend |
Jul 14, 1999 | $0.069 | OrdinaryDividend |
Jun 14, 1999 | $0.069 | OrdinaryDividend |
May 17, 1999 | $0.069 | OrdinaryDividend |
Apr 13, 1999 | $0.069 | OrdinaryDividend |
XEVNX - Fund Manager Analysis
Managers
Cynthia Clemson
Start Date
Tenure
Tenure Rank
Jul 31, 2015
6.84
6.8%
Cindy Clemson 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. She joined Calvert Research and Management in 2016. Cindy began her career in the investment management industry in 1985. She has been affiliated with the Eaton Vance organization since 1985. Cindy earned a B.A. from Mount Holyoke College and an MBA from Boston University. She is a member of the Boston Municipal Analysts Forum, the CFA Society of Boston, the Municipal Bond Buyer Conference and the National Federation of Municipal Analysts.
William Delahunty
Start Date
Tenure
Tenure Rank
Oct 01, 2021
0.66
0.7%
William J. Delahunty, Jr. are the portfolio managers of the Fund. Mr. Delahunty has been a portfolio manager of the Fund since October 1, 2021. Mr. Delahunty is a Vice President of Eaton Vance and BMR, manages other Eaton Vance portfolios and has been a member of the Eaton Vance municipals team for more than five years.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 35.05 | 7.37 | 1.58 |