Mutual Fund Insights: Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

In-depth Analysis of Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

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

  

Last Trade: $10.10 on 3/16/2010, Change: -0.02 (-0.2%)

  

Fund Manager - Craig Robert Brandon

Fund Manager Tenure: 5.5 years
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

Brandon joined Eaton Vance in 1998 as a credit analyst in the Municipal Bond Department responsible for high grade and high yield bonds in various sectors. He became vice president in 2001 and portfolio manager in 2004. Before Eaton Vance, Brandon was a senior analyst for the New York State Assembly Ways and Means Committee where he was the Assembly?s lead analyst for capital finance, debt service and financial plan issues. Brandon holds the Chartered Financial Analyst designation.  Get more insights on Craig Robert Brandon

  

 What we like about Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

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

• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) management has been with Eaton Vance NJ Ltd Maturity Munis C Fund for 5.5 years
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.04, lower than category average of 7.29

  

 What we are cautious about Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

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

• Eaton Vance NJ Ltd Maturity Munis C Fund is a focused fund with 30.92% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) has a less-than-ideal short-term performance (1-year return 5.94% vs 12.62% Muni New Jersey category average)
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) has a less-than-ideal mid-term performance (3-year return 2.39% vs 2.92% Muni New Jersey category average)
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) has a less-than-ideal Long-term performance (5-year return 2.44% vs 3.24% Muni New Jersey category average)
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) ratio of up-years vs down years can be improved
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) has a Morningstar rating of 3 and below
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) is less safe compared to its Muni New Jersey peers
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) does not have a good risk adjusted return as its 3-year Alpha of -2.35 is worse than category average of -1.88, and its 3-year Sharpe ratio is 0.09
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) has a higher management fee of 1.64% than its Muni New Jersey average of 1.02%
• Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) carries a 1% load

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

  

  

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Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) Net Asset

Track net asset change of Eaton Vance NJ Ltd Maturity Munis C fund (EZNJX)

Date	Net Asset
01/2010	$2.70M
11/2009	$2.40M
10/2009	$2.46M

More historic net asset information on Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

  

Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance NJ Ltd Maturity Munis C fund (EZNJX)

Date	Cash	Stock	Bond	Other
09/2009	2.81%	0%	97.19%	0%
06/2009	1.1%	0%	98.9%	0%
03/2009	1.38%	0%	98.62%	0%

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

  

Most Recent Top 10 Holdings in Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

Discover what Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX) manager is buying

30-Sep-09 New Jersey Environmental Infra Env In 5% [4.82%] New Jersey St Edl Facs Auth 5% [4.38%] New Jersey Econ Dev Auth [3.86%] NEW JERSEY HEALTH CARE FACS FI REF REV B [2.91%] Bergen Cnty N J Impt Auth 5% [2.7%] New Jersey St Ref Go Bd 5.25% [2.69%] Jackson Twp N J Sch Dist 5.25% [2.48%] Passaic Valley N J Wtr Commn W Go Bds 5% [2.38%] Franklin Twp Somerset Cnty N J Ref Bd 5% [2.37%] New Jersey St Transn Tr Fd Aut Tran 5.5% [2.33%]

30-Jun-09 New Jersey Environmental Infra Env In 5% [4.91%] New Jersey St Edl Facs Auth 5% [4.9%] New Jersey Econ Dev Auth [4.09%] NEW JERSEY HEALTH CARE FACS FI REF REV B [3.17%] New Jersey St Ref Go Bd 5.25% [2.73%] Bergen Cnty N J Impt Auth 5% [2.66%] Passaic Valley N J Wtr Commn W Go Bds 5% [2.46%] Jackson Twp N J Sch Dist 5.25% [2.45%] Franklin Twp Somerset Cnty N J Ref Bd 5% [2.4%] Bayonne N J Mun Utils Auth 5.25% [2.4%]

31-Mar-09 New Jersey Environmental Infra Env In 5% [5.26%] California Hsg Fin Agy Rev Var-Home [4.68%] New Jersey Econ Dev Auth [4.41%] New Jersey Health Care Facs Fi Ref Re 6% [3.47%] NEW JERSEY ST REF GO BD [2.97%] Bergen Cnty N J Impt Auth 5% [2.84%] Passaic Valley N J Wtr Commn W Go Bds 5% [2.69%] Jackson Twp N J Sch Dist 5.25% [2.62%] Bayonne N J Mun Utils Auth 5.25% [2.56%] New Jersey Econ Dev Auth 5.5% [2.56%]

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

  

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See more information on Eaton Vance NJ Ltd Maturity Munis C Fund (EZNJX)

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