Mutual Fund Insights: Eaton Vance OH Municipals C Fund (ECOHX)

In-depth Analysis of Eaton Vance OH Municipals C Fund (ECOHX)

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See Eaton Vance OH Municipals C Fund (ECOHX) performance details as of January 31, 2010

  

Last Trade: $8.95 on 3/17/2010, Change: 0.00 (0%)

  

Fund Manager - William H. Ahern, Jr.

Fund Manager Tenure: 4.4 years
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

Ahern joined Eaton Vance in 1989 and is a portfolio manager and vice president of Eaton Vance Management. He has been a portfolio manager in Eaton Vance?s municipal income group since 1993. Ahern has earned the right to use the Chartered Financial Analyst designation.  Get more insights on William H. Ahern, Jr.

  

 What we like about Eaton Vance OH Municipals C Fund (ECOHX)

Data for Eaton Vance OH Municipals C Fund (ECOHX) as of January 31, 2010

• Eaton Vance OH Municipals C Fund (ECOHX) management has been with Eaton Vance OH Municipals C Fund for 4.4 years
• Eaton Vance OH Municipals C Fund (ECOHX) has good short-term performance (1-year return 15.02% vs 9.24% Muni Ohio category average)
• Eaton Vance OH Municipals C Fund (ECOHX) has an annual stock turnover rate of 10.00% vs Muni Ohio average of 18.22%. It is good that Eaton Vance OH Municipals C management does not trade extensively for its return.

  

 What we are cautious about Eaton Vance OH Municipals C Fund (ECOHX)

Data for Eaton Vance OH Municipals C Fund (ECOHX) as of January 31, 2010

• Eaton Vance OH Municipals C Fund (ECOHX) has a less-than-ideal mid-term performance (3-year return 1.63% vs 3.26% Muni Ohio category average)
• Eaton Vance OH Municipals C Fund (ECOHX) has a less-than-ideal Long-term performance (5-year return 2.67% vs 3.26% Muni Ohio category average)
• Eaton Vance OH Municipals C Fund (ECOHX) ratio of up-years vs down years can be improved
• Eaton Vance OH Municipals C Fund (ECOHX) has a Morningstar rating of 3 and below
• Eaton Vance OH Municipals C Fund (ECOHX) is less safe compared to its Muni Ohio peers
• Eaton Vance OH Municipals C Fund (ECOHX) does not have a good risk adjusted return as its 3-year Alpha of -4.27 is worse than category average of -1.29, and its 3-year Sharpe ratio is 0.02
• Eaton Vance OH Municipals C Fund (ECOHX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.37 that is higher than category average of 6.48
• Eaton Vance OH Municipals C Fund (ECOHX) has a higher management fee of 1.55% than its Muni Ohio average of 1.04%
• Eaton Vance OH Municipals C Fund (ECOHX) carries a 1% load

See Eaton Vance OH Municipals C Fund (ECOHX) performance details as of January 31, 2010

  

  

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Eaton Vance OH Municipals C Fund (ECOHX) Net Asset

Track net asset change of Eaton Vance OH Municipals C fund (ECOHX)

Date	Net Asset
01/2010	$29.37M
11/2009	$28.50M
10/2009	$28.56M

More historic net asset information on Eaton Vance OH Municipals C Fund (ECOHX)

  

Eaton Vance OH Municipals C Fund (ECOHX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance OH Municipals C fund (ECOHX)

Date	Cash	Stock	Bond	Other
09/2009	1.15%	0%	98.85%	0%
06/2009	0.04%	0%	99.96%	0%
03/2009	1.56%	0%	98.44%	0%

Click here to see more historic asset allocation information on Eaton Vance OH Municipals C Fund (ECOHX)

  

Most Recent Top 10 Holdings in Eaton Vance OH Municipals C Fund (ECOHX)

Discover what Eaton Vance OH Municipals C Fund (ECOHX) manager is buying

30-Sep-09 Cincinnati Ohio City Sch Dist 5.25% [4.12%] Madeira Ohio City Sch Dist 5.25% [4.03%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.94%] Westerville Ohio City Sch Dist 5% [2.64%] Univ Cincinnati Ohio Gen Gen Rcpts 5% [2.42%] Ohio St Air Quality Dev Auth 4.8% [2.25%] Springboro Ohio Cmnty City Sch Go 5.25% [2.09%] Springboro Ohio Cmnty City Sch Go 5.25% [2.07%] Cincinnati Ohio City Sch Dist 5.25% [2.05%] Olentangy Loc Sch Dist 5% [1.95%]

30-Jun-09 Cincinnati Ohio City Sch Dist 5.25% [3.88%] Madeira Ohio City Sch Dist 5.25% [3.78%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.85%] North Canton Ohio Health Care Rev 9.55% [2.76%] Westerville Ohio City Sch Dist 5% [2.51%] Univ Cincinnati Ohio Gen Gen Rcpts 5% [2.39%] Ohio St Higher Edl Fac Commn R Ref Re 5% [2.24%] Ohio St Air Quality Dev Auth 4.8% [2.23%] Olentangy Loc Sch Dist 5% [1.96%] Springboro Ohio Cmnty City Sch Go 5.25% [1.96%]

31-Mar-09 Cincinnati Ohio City Sch Dist 5.25% [3.96%] Madeira Ohio City Sch Dist 5.25% [3.75%] Univ Cincinnati Ohio Gen Gen Rcpts 5% [3.74%] Ohio St Tpk Commn Tpk Rev Ref Rev B 5.5% [2.91%] North Canton Ohio Health Care Rev 9.55% [2.86%] Westerville Ohio City Sch Dist 5% [2.52%] Ohio St Air Quality Dev Auth 4.8% [2.27%] Ohio St Higher Edl Fac Commn R Ref Re 5% [2.25%] Olentangy Loc Sch Dist 5% [1.97%] Cincinnati Ohio City Sch Dist 5.25% [1.97%]

Click here for Stock Holding Change Map in Eaton Vance OH Municipals C Fund (ECOHX)

  

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See more information on Eaton Vance OH Municipals C Fund (ECOHX)

• Eaton Vance OH Municipals C Fund Insights
• Eaton Vance OH Municipals C Fund Performance Data
• Eaton Vance OH Municipals C Fund News
• Eaton Vance OH Municipals C Fund Score Explaination
• Eaton Vance OH Municipals C Fund Manager Information
• Historic Eaton Vance OH Municipals C Fund Asset Allocation Report
• Historic Eaton Vance OH Municipals C Fund Top 10 Holding Tracking
• Historic Eaton Vance OH Municipals C Fund Asset Under Management Tracking