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Eaton Vance MN Municipal Income B (EVMNX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance MN Municipal Income B (EVMNX) Fund

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

 

Graph of Eaton Vance MN Municipal Income B Fund (EVMNX) ManagerFund Manager - Craig Robert Brandon

Fund Manager Information

Fund Manager Tenure: 14.3 years
Fund Family: Eaton Vance
Fund Category: Muni Minnesota
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.41)     (What does this score mean?)

 

Graph of Eaton Vance MN Municipal Income B Fund (EVMNX) ProfileEaton Vance MN Municipal Income B Fund (EVMNX) Profile

Fund Profile and Description

Eaton Vance MN Municipal Income B Fund seeks current income exempt from regular federal income tax and regular Minnesota state personal income tax. Eaton Vance MN Municipal Income B Fund normally invests at least 80% of net assets in municipal obligations that are exempt from regular federal income tax and the Minnesota taxes. At least 75% of net assets may be invested in municipal obligations rated at least investment grade at the time of investment (which are those rated Baa or higher by Moody’s Investors Services, Inc., or BBB or higher by either Standard & Poor’s Ratings Group or Fitch Ratings). It normally acquires municipal obligations with maturities of ten years or more. Eaton Vance MN Municipal Income B Fund is non-diversified.

 

Eaton Vance MN Municipal Income B (EVMNX) Fund Strength What we like about Eaton Vance MN Municipal Income B (EVMNX) Fund

Data for Eaton Vance MN Municipal Income B Fund (EVMNX) as of May 30, 2016

  • Eaton Vance MN Municipal Income B Fund (EVMNX) management has been with Eaton Vance MN Municipal Income B Fund for 14.3 years
  • Eaton Vance MN Municipal Income B Fund (EVMNX) ratio of up-years vs down years is greater than 2
  • Asset base in Eaton Vance MN Municipal Income B Fund (EVMNX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eaton Vance MN Municipal Income B Fund (EVMNX) has an annual stock turnover rate of 2.00% vs Muni Minnesota average of 8.07%. It is good that Eaton Vance MN Municipal Income B management does not trade extensively for its return.
  • Eaton Vance MN Municipal Income B Fund (EVMNX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.2, lower than category average of 3.37

Eaton Vance MN Municipal Income B Fund (EVMNX) Weakness What we are cautious about Eaton Vance MN Municipal Income B (EVMNX) Fund

Data for Eaton Vance MN Municipal Income B Fund (EVMNX) as of May 30, 2016

  • Eaton Vance MN Municipal Income B Fund (EVMNX) has a less-than-ideal short-term performance (1-year return 3.95% vs 4.55% Muni Minnesota category median performance)
  • Eaton Vance MN Municipal Income B Fund (EVMNX) has a less-than-ideal mid-term performance (3-year return 2.64% vs 3.37% Muni Minnesota category median performance)
  • Eaton Vance MN Municipal Income B Fund (EVMNX) has a less-than-ideal Long-term performance (5-year return 3.89% vs 4.37% Muni Minnesota category median performance)
  • Eaton Vance MN Municipal Income B Fund (EVMNX) has a Morningstar rating of 3 and below
  • Eaton Vance MN Municipal Income B Fund (EVMNX) is less safe compared to its Muni Minnesota peers
  • Eaton Vance MN Municipal Income B Fund (EVMNX) has a higher expense ratio of 1.46% than its Muni Minnesota average of 0.96%
  • Eaton Vance MN Municipal Income B Fund (EVMNX) carries a 5% load
See Eaton Vance MN Municipal Income B Fund (EVMNX) performance details as of May 30, 2016

 

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Compare Eaton Vance MN Municipal Income B Fund (EVMNX)Compare with other top Muni Minnesota category mutual funds

Aadditional top Muni Minnesota mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance MN Municipal Income B1.673.952.643.89
Columbia Minnesota Tax-Exempt A (IMNTX)2.475.734.155.39Compare
Delaware MN High-Yield Muni Bd A (DVMHX)2.264.973.675.22Compare
Columbia Minnesota Tax-Exempt Z (CMNZX)2.765.994.415.65Compare

See top fund managers for Muni Minnesota Category Funds

 

Graph of Eaton Vance MN Municipal Income B Fund (EVMNX) Net Asset TrackingEaton Vance MN Municipal Income B (EVMNX) Fund Net Asset

Track net asset change of Eaton Vance MN Municipal Income B fund (EVMNX)

DateNet Asset
05/2016$144.70M
03/2016$134.57M
02/2016$132.31M
More historic net asset information on Eaton Vance MN Municipal Income B Fund (EVMNX)

  

Graph of Eaton Vance MN Municipal Income B Fund (EVMNX) Portfolio TrackingEaton Vance MN Municipal Income B (EVMNX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance MN Municipal Income B fund (EVMNX)

DateCashStockBondOther
04/20163.13%0%96.87%0%
01/20165.08%0%94.92%0%
12/20154.64%0%95.36%0%
Click here to see more historic asset allocation information on Eaton Vance MN Municipal Income B Fund (EVMNX)

 

graph of Eaton Vance MN Municipal Income B Fund (EVMNX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance MN Municipal Income B (EVMNX) Fund

Discover what Eaton Vance MN Municipal Income B Fund (EVMNX) manager is buying

Apr 29, 2016
Southern Minn Mun Pwr Agy Pwr Cap Appre [5.36%]
Minnesota St For Previous Issu Go St 5% [1.79%]
Duluth Minn Go Decc I 5% [1.75%]
Central Minn Mun Pwr Agy Rev Rev Bds 5% [1.72%]
Rosemount Minn Indpt Sch Dist 4% [1.69%]
Minneapolis Minn Health Care S Rev Bd 5% [1.65%]
Minnesota Pub Facs Auth 5% [1.65%]
Chaska Minn Indpt Sch Dist 4% [1.63%]
Buffalo Minn Indpt Sch Dist 4% [1.62%]

Jan 30, 2016
Southern Minn Mun Pwr Agy Pwr Cap Appre [5.58%]
Minnesota St For Previous Issu Go St 5% [1.86%]
Central Minn Mun Pwr Agy Rev Rev Bds 5% [1.79%]
Rosemount Minn Indpt Sch Dist 4% [1.77%]
Minnesota Pub Facs Auth 5% [1.76%]
Chaska Minn Indpt Sch Dist 4% [1.73%]
Minneapolis Minn Health Care S Rev Bd 5% [1.72%]
Buffalo Minn Indpt Sch Dist 4% [1.72%]
Fairmont Minn Indpt Sch Dist 5% [1.67%]
Minnesota St Higher Ed Facs Au Rev Bd 5% [1.67%]

Dec 30, 2015
Southern Minn Mun Pwr Agy Pwr Cap Appre [5.61%]
Minnesota St For Previous Issu Go St 5% [1.9%]
Central Minn Mun Pwr Agy Rev Rev Bds 5% [1.83%]
Minnesota Pub Facs Auth 5% [1.81%]
Minneapolis Minn Health Care S Rev Bd 5% [1.76%]
Chaska Minn Indpt Sch Dist 4% [1.76%]
Buffalo Minn Indpt Sch Dist 4% [1.75%]
Fairmont Minn Indpt Sch Dist 5% [1.72%]
Elk River Minn Indpt Sch Dist 4% [1.7%]
Minnesota St Higher Ed Facs Au Rev Bd 5% [1.69%]
Click here for Stock Holding Change Map in Eaton Vance MN Municipal Income B Fund (EVMNX)

  

Latest News on Eaton Vance MN Municipal Income B (EVMNX) Fund

See what is happening with Eaton Vance MN Municipal Income B Fund (EVMNX)

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Eaton Vance MN Municipal Income B Fund (EVMNX) Related ResourcesSee more information on Eaton Vance MN Municipal Income B (EVMNX) Fund

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