Mutual Fund Insights: Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

In-depth Analysis of Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

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See Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) performance details as of January 31, 2010

  

Last Trade: $9.74 on 3/18/2010, Change: 0.00 (0%)

  

Fund Manager - William H. Ahern, Jr.

Fund Manager Tenure: 12.9 years
Fundmojo Fund Grade: D (Score: 0.45)     (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 MA Ltd Maturity Munis C Fund (EZMAX)

Data for Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) as of January 31, 2010

• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) management has been with Eaton Vance MA Ltd Maturity Munis C Fund for 12.9 years
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) ratio of up-years vs down years is greater than 2
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.07, lower than category average of 7.27

  

 What we are cautious about Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

Data for Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) as of January 31, 2010

• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) has a less-than-ideal short-term performance (1-year return 6.31% vs 11.40% Muni Massachusetts category average)
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) has a less-than-ideal mid-term performance (3-year return 2.58% vs 3.11% Muni Massachusetts category average)
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) has a less-than-ideal Long-term performance (5-year return 2.28% vs 3.30% Muni Massachusetts category average)
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) has a Morningstar rating of 3 and below
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) is less safe compared to its Muni Massachusetts peers
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) does not have a good risk adjusted return as its 3-year Alpha of -1.83 is worse than category average of -1.72, and its 3-year Sharpe ratio is 0.12
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) has a higher management fee of 1.60% than its Muni Massachusetts average of 1.07%
• Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) carries a 1% load

See Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) performance details as of January 31, 2010

  

  

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Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) Net Asset

Track net asset change of Eaton Vance MA Ltd Maturity Munis C fund (EZMAX)

Date	Net Asset
01/2010	$14.85M
11/2009	$14.37M
10/2009	$14.05M

More historic net asset information on Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

  

Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance MA Ltd Maturity Munis C fund (EZMAX)

Date	Cash	Stock	Bond	Other
09/2009	1.28%	0%	98.72%	0%
06/2009	0%	0%	100%	0%
03/2009	1.2%	0%	98.8%	0%

Click here to see more historic asset allocation information on Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

  

Most Recent Top 10 Holdings in Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

Discover what Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX) manager is buying

30-Sep-09 Massachusetts St Tpk Auth 5% [3.86%] Puerto Rico Elec Pwr Auth 5.5% [3.5%] Massachusetts St Health & Edl Rev B 5.5% [3.32%] Boston Mass Go Bds 0.125% [3.24%] Massachusetts St Spl Obl Rev Cons L 5.5% [3.17%] Massachusetts St Fed Hwy Grant Ant [2.74%] Massachusetts Edl Fing Auth 4.6% [2.38%] Wellesley Mass Ltd Go Bd 5% [2.16%] Wellesley Mass Ltd Go Bd 5% [2.06%] Massachusetts St Wtr Res Auth 5.5% [1.98%]

30-Jun-09 Massachusetts St Tpk Auth 5% [3.96%] Puerto Rico Elec Pwr Auth 5.5% [3.42%] Massachusetts St Health & Edl Rev B 5.5% [3.27%] Massachusetts St Spl Obl Rev Cons L 5.5% [3.12%] Boston Mass Go Bds 0.125% [3.09%] Massachusetts St Fed Hwy Grant Ant [2.77%] Massachusetts Edl Fing Auth 4.6% [2.25%] Wellesley Mass Ltd Go Bd 5% [2.21%] Wellesley Mass Ltd Go Bd 5% [2.11%] MASSACHUSETTS ST HEALTH & EDL REV BDS [1.96%]

31-Mar-09 Massachusetts St Tpk Auth 5% [4.02%] Puerto Rico Elec Pwr Auth 5.5% [3.22%] Massachusetts St Health & Edl Rev B 5.5% [3.2%] Massachusetts St Spl Obl Rev Cons L 5.5% [3.12%] Boston Mass Go Bds 0.125% [2.89%] Massachusetts St Fed Hwy Grant Ant [2.74%] Wellesley Mass 5% [2.23%] MASSACHUSETTS EDL FING AUTH ED ED LN REV [2.2%] Wellesley Mass 5% [2.13%] Massachusetts St Dev Fin Agy R Rev 5.25% [2.01%]

Click here for Stock Holding Change Map in Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

  

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See more information on Eaton Vance MA Ltd Maturity Munis C Fund (EZMAX)

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