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Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) ManagerFund Manager - James H. Evans

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: Eaton Vance
Fund Category: Muni National Interm
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) ProfileEaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) Profile

Fund Profile and Description

Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund seeks after-tax total return. Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund invests at least 80% of net assets in a diversified portfolio of municipal obligations that are exempt from regular federal income tax, direct obligations of the U.S. Treasury and/or obligations of U.S. Government agencies, instrumentalities and government-sponsored enterprises. It may also invest up to 20% of its net assets in Municipal Securities rated A at the time of purchase.

 

Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund Strength What we like about Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund

Data for Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) as of May 30, 2016

  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) management has been with Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund for 9.9 years
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has good short-term performance (1-year return 8.17% vs 4.71% Muni National Interm category median performance)
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has good mid-term performance (3-year return 6.37% vs 3.10% Muni National Interm category median performance)
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has good Long-term performance (5-year return 7.87% vs 4.14% Muni National Interm category median performance)
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) ratio of up-years vs down years is greater than 2
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has a Morningstar rating of 4 and above
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has a lower expense ratio than its Muni National Interm average: 0.42% vs 0.80%
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) Weakness What we are cautious about Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund

Data for Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) as of May 30, 2016

  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) is less safe compared to its Muni National Interm peers
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has an annual stock turnover rate of 41.00% that is higher than the Muni National Interm average of 22.40%. This could mean Eaton Vance TABS 5 to15 Yr Lad Muni Bd I is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) is more volatile than its peers as it has a 3-year Standard Deviation of 5.38 that is higher than category average of 3.29
  • Asset base in Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) has increased significantly in the last 2 months. The fund manager may not be able to achieve the desired investment results with the large cash inflow
See Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX)Compare with other top Muni National Interm category mutual funds

Aadditional top Muni National Interm mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance TABS 5 to15 Yr Lad Muni Bd I3.408.176.377.87
BlackRock Strategic Muni Opps Inv A1 (MDMTX)3.297.784.275.68Compare
USAA Tax Exempt Intermediate-Term (USATX)2.525.223.514.92Compare
Vanguard High-Yield Tax-Exempt Adm (VWALX)3.617.475.086.49Compare

See top fund managers for Muni National Interm Category Funds

 

Compare Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX)Compare with Muni National Interm category ETFs

Some Muni National Interm ETFs for your consideration

ETFYear to DateOne YearThree Year
Market Vectors Intermediate Muni ETF (ITM)2.55%7.15%4.62%
iShares National AMT-Free Muni Bond (MUB)2.19%5.72%4.01%
PIMCO Intermediate Municipal Bd Actv ETF (MUNI)1.61%4.98%2.60%
Columbia Intermediate Municipal Bond ETF (GMMB)000

 

Graph of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) Net Asset TrackingEaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund Net Asset

Track net asset change of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I fund (EILTX)

DateNet Asset
05/2016$375.76M
03/2016$247.40M
02/2016$210.24M
More historic net asset information on Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX)

  

Graph of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) Portfolio TrackingEaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I fund (EILTX)

DateCashStockBondOther
04/201616.68%0%83.32%0%
01/201612.59%0%87.41%0%
12/20156.32%0%93.68%0%
Click here to see more historic asset allocation information on Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX)

 

graph of Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund

Discover what Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX) manager is buying

Apr 29, 2016
North East Indpt Sch Dist 0.04% [0.7%]
Allen Tex Indpt Sch Dist 5% [0.67%]
Duplin Cnty N C Ltd Obl Ltd Oblig 5% [0.66%]
Texas St Hwy Impt 5% [0.63%]
Rhode Is Infrasct Bk Wtr Ref Rev B 5% [0.56%]
Elgin Ill Go Corp P 3% [0.54%]
Lewisville Tex Indpt Sch Dist 5% [0.54%]
Biloxi Miss Pub Sch Dist 5% [0.53%]

Jan 30, 2016
Bucks Cnty Pa Wtr & Swr Auth 0.09% [0.7%]
Rapid City S D Wtr Rev Ref Bds 5% [0.68%]
Engy Northwest Wash Wind Pro Rev Ref 5% [0.67%]
Brownsville Tex Util Sys Rev Ref Bds 5% [0.66%]
Fort Bend Cnty Tex Toll Rd Rev Sr Lie 5% [0.66%]
New Jersey Health Care Facs Fi Rev Bd 5% [0.66%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [0.64%]
Lakeland Fla Cap Impt Rev Cap Impt 5% [0.64%]
New Britain Conn Go Ref Bd 5% [0.64%]

Dec 30, 2015
Bucks Cnty Pa Wtr & Swr Auth 0.09% [1.1%]
Houston Tex Higher Ed Fin Corp Ref 0.44% [1.08%]
Rapid City S D Wtr Rev Ref Bds 5% [1.08%]
Engy Northwest Wash Wind Pro Rev Ref 5% [1.05%]
Brownsville Tex Util Sys Rev Ref Bds 5% [1.04%]
Chicago Ill O Hare Intl Arpt R Ref Bd 5% [1.01%]
Lakeland Fla Cap Impt Rev Cap Impt 5% [1.01%]
Clackamas Cnty Ore Sch Dist [0.99%]
Riverside Cnty Calif Pub Fing Lease 5% [0.97%]
Click here for Stock Holding Change Map in Eaton Vance TABS 5 to15 Yr Lad Muni Bd I Fund (EILTX)

  

Latest News on Eaton Vance TABS 5 to15 Yr Lad Muni Bd I (EILTX) Fund

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