Mutual Fund Insights: Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

In-depth Analysis of Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

3 months 6 months 1 year 3 year 5 year

See Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) performance details as of February 28, 2010

  

Last Trade: $10.15 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Adam A. Weigold

Fund Manager Tenure: 2.5 years
Fundmojo Fund Grade: E (Score: 0.3)     (What does this score mean?)

Adam A. Weigold has been a vice president of Eaton Vance Management and Boston Management and Research since 2003 and an employee of Eaton Vance Management for more than 5 years.  Get more insights on Adam A. Weigold

  

 What we like about Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

Data for Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) as of February 28, 2010

• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has good short-term performance (1-year return 6.14% vs 12.02 % Muni Pennsylvania category average)
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) ratio of up-years vs down years is greater than 2
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has an annual stock turnover rate of 19.00% vs Muni Pennsylvania average of 19.70%. It is good that Eaton Vance PA Ltd Maturity Munis Inc B management does not trade extensively for its return.
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.97, lower than category average of 6.98

  

 What we are cautious about Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

Data for Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) as of February 28, 2010

• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) management has been with Eaton Vance PA Ltd Maturity Munis Inc B Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has a less-than-ideal mid-term performance (3-year return 2.34% vs 2.82 % Muni Pennsylvania category average)
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has a less-than-ideal Long-term performance (5-year return 2.62% vs 3.31 % Muni Pennsylvania category average)
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has a Morningstar rating of 3 and below
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) is less safe compared to its Muni Pennsylvania peers
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) does not have a good risk adjusted return as its 3-year Alpha of -1.94 is worse than category average of -1.77, and its 3-year Sharpe ratio is 0.11
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) has a higher management fee of 1.61% than its Muni Pennsylvania average of 1.08%
• Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) carries a 3% load

See Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni Pennsylvania category?

Below are some additional Muni Pennsylvania mutual funds generated out of our database

• See top fund managers for Muni Pennsylvania Category Funds
• Browse other funds in Muni Pennsylvania Category

  

Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) Net Asset

Track net asset change of Eaton Vance PA Ltd Maturity Munis Inc B fund (ELPNX)

Date	Net Asset
02/2010	$65.36M
01/2010	$450.00K
11/2009	$490.00K

More historic net asset information on Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

  

Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance PA Ltd Maturity Munis Inc B fund (ELPNX)

Date	Cash	Stock	Bond	Other
09/2009	5.13%	0%	94.87%	0%
06/2009	3.31%	0%	96.69%	0%
03/2009	2.47%	0%	97.53%	0%

Click here to see more historic asset allocation information on Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

  

Most Recent Top 10 Holdings in Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

Discover what Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX) manager is buying

30-Sep-09 Westmoreland Cnty Pa Mun Auth [6.18%] Altoona Pa City Auth 5.25% [4.03%] Delaware Cnty Pa Auth 5% [3.66%] Chester Cnty Pa Go Bds 5% [2.92%] Cambria Cnty Pa Indl Dev Auth 5.35% [2.64%] Harrisburg Pa Ref Bds [2.57%] Philadelphia Pa Auth 5% [2.53%] Allegheny Cnty Pa Residential Singl 4.8% [2.3%] Sto Rox Sch Dist 5.125% [2.26%] Cranberry Twp Pa G.O. Bds 5% [2.25%]

30-Jun-09 Westmoreland Cnty Pa Mun Auth [6.82%] Altoona Pa City Auth 5.25% [4.47%] Delaware Cnty Pa Auth 5% [4.18%] Cambria Cnty Pa Indl Dev Auth 5.35% [3.18%] Harrisburg Pa Ref Bds [2.99%] Philadelphia Pa Auth 5% [2.67%] Cranberry Twp Pa G.O. Bds 5% [2.63%] Sto Rox Sch Dist 5.125% [2.6%] Allegheny Cnty Pa Residential Singl 4.8% [2.6%] Mc Keesport Pa Area Sch Dist [2.56%]

31-Mar-09 Westmoreland Cnty Pa Mun Auth [6.82%] Altoona Pa City Auth 5.25% [4.47%] Delaware Cnty Pa Auth 5% [4.18%] Cambria Cnty Pa Indl Dev Auth 5.35% [3.18%] Harrisburg Pa Ref Bds [2.99%] Philadelphia Pa Auth 5% [2.67%] Cranberry Twp Pa G.O. Bds 5% [2.63%] Sto Rox Sch Dist 5.125% [2.6%] Allegheny Cnty Pa Residential Singl 4.8% [2.6%] Mc Keesport Pa Area Sch Dist [2.56%]

Click here for Stock Holding Change Map in Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

  

Related books and products to Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

  

Latest News on Eaton Vance PA Ltd Maturity Munis Inc B (ELPNX)

See what is happening with Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

Yahoo! Finance: RSS feed not found See more news on Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

 

Books and Resources

 

 

See more information on Eaton Vance PA Ltd Maturity Munis Inc B Fund (ELPNX)

• Eaton Vance PA Ltd Maturity Munis Inc B Fund Insights
• Eaton Vance PA Ltd Maturity Munis Inc B Fund Performance Data
• Eaton Vance PA Ltd Maturity Munis Inc B Fund News
• Eaton Vance PA Ltd Maturity Munis Inc B Fund Score Explaination
• Eaton Vance PA Ltd Maturity Munis Inc B Fund Manager Information
• Historic Eaton Vance PA Ltd Maturity Munis Inc B Fund Asset Allocation Report
• Historic Eaton Vance PA Ltd Maturity Munis Inc B Fund Top 10 Holding Tracking
• Historic Eaton Vance PA Ltd Maturity Munis Inc B Fund Asset Under Management Tracking