Mutual Fund Insights: Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

In-depth Analysis of Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

3 months 6 months 1 year 3 year 5 year

See Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) performance details as of January 31, 2010

  

Last Trade: $10.03 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Cynthia J. Clemson

Fund Manager Tenure: 12.9 years
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)

Clemson is a vice president with Eaton Vance Management and has been managing portfolios since April 1992. She joined the company as an analyst in 1988. Clemson is a member of the Financial Analysts Federation and the Boston Security Analysts Society.  Get more insights on Cynthia J. Clemson

  

 What we like about Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

Data for Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) as of January 31, 2010

• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) management has been with Eaton Vance CA Ltd Maturity Munis A Fund for 12.9 years
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) has good short-term performance (1-year return 8.25% vs 6.78% Muni California Interm/Short category average)
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

Data for Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) as of January 31, 2010

• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) has a less-than-ideal mid-term performance (3-year return 2.43% vs 3.31% Muni California Interm/Short category average)
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) has a less-than-ideal Long-term performance (5-year return 2.73% vs 3.02% Muni California Interm/Short category average)
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) has a Morningstar rating of 3 and below
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) is less safe compared to its Muni California Interm/Short peers
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) does not have a good risk adjusted return as its 3-year Alpha of -2.14 is worse than category average of -0.68, and its 3-year Sharpe ratio is 0.09
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.42 that is higher than category average of 5.03
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) has a higher management fee of 0.94% than its Muni California Interm/Short average of 0.85%
• Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) carries a 2.25% load

See Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Muni California Interm/Short category?

Below are some additional Muni California Interm/Short mutual funds generated out of our database

• See top fund managers for Muni California Interm/Short Category Funds
• Browse other funds in Muni California Interm/Short Category

  

Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) Net Asset

Track net asset change of Eaton Vance CA Ltd Maturity Munis A fund (EXCAX)

Date	Net Asset
01/2010	$22.50M
11/2009	$22.25M
10/2009	$21.78M

More historic net asset information on Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

  

Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance CA Ltd Maturity Munis A fund (EXCAX)

Date	Cash	Stock	Bond	Other
09/2009	1.25%	0%	98.75%	0%
06/2009	1.91%	0%	98.09%	0%
03/2009	0.37%	0%	99.63%	0%

Click here to see more historic asset allocation information on Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

  

Most Recent Top 10 Holdings in Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

Discover what Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX) manager is buying

30-Sep-09 Fillmore Calif Uni Sch Dist [3.71%] Fresno Calif Uni Sch Dist 5.8% [3.54%] San Jose Calif Arpt Rev Rev Bds 5.5% [3.06%] Port Oakland Calif Rev Inter Lie 5% [3.01%] California Hsg Fin Agy Rev Housing 4.75% [2.96%] California Pollutn Ctl Fing Au Poll 5.9% [2.81%] Oakland Calif Uni Sch Dist 5% [2.77%] Garden Grove Calif Agy Cmnty D Ref 5.25% [2.74%] California Statewide Cmntys De Rev Bd 5% [2.73%] Golden St Tob Securitization C Enhanc 5% [2.67%]

30-Jun-09 Garden Grove Calif Agy Cmnty D Ref 5.25% [4.38%] California Statewide Cmntys De Rev Bd 5% [4.01%] Fillmore Calif Uni Sch Dist [3.65%] California Pollutn Ctl Fing Au Poll 5.9% [3.5%] Fresno Calif Uni Sch Dist 5.8% [3.5%] San Jose Calif Arpt Rev Rev Bds 5.5% [3.22%] Oakland Calif Uni Sch Dist 5% [3.02%] San Juan Calif Uni Sch Dist [3%] Port Oakland Calif Rev Inter Lie 5% [2.95%] California Hsg Fin Agy Rev Housing 4.75% [2.92%]

31-Mar-09 Anaheim Calif Pub Fing Auth [4.52%] Garden Grove Calif Agy Cmnty D Ref 5.25% [4.51%] California Statewide Cmntys De Rev Bd 5% [4.21%] Port Oakland Calif Rev Inter Lie 5% [3.77%] San Joaquin Hills Calif Transn Rev Ref B [3.76%] Fillmore Calif Uni Sch Dist [3.74%] Fresno Calif Uni Sch Dist 5.8% [3.69%] California Pollutn Ctl Fing Au Poll 5.9% [3.52%] SAN JOSE CALIF ARPT REV REV BDS [3.26%] Golden St Tob Securitization C Enhanc 5% [3.19%]

Click here for Stock Holding Change Map in Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

  

Related books and products to Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

  

Latest News on Eaton Vance CA Ltd Maturity Munis A (EXCAX)

See what is happening with Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

Yahoo! Finance: RSS feed not found See more news on Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

 

Books and Resources

 

 

See more information on Eaton Vance CA Ltd Maturity Munis A Fund (EXCAX)

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