3 / 5 Stars
4 1 1 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 80 Muni Single State Long Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -9.72 percent over the past year, 5.48 percent over the past three years, 5.51 percent over the past five years, and 2.47 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.9%|
|3 Years (Annualized)||5.5%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||2.5%|
The investment seeks to provide current income exempt from regular federal income tax and Oregon state personal income tax. The fund invests at least 80% of its net assets in municipal obligations that are exempt from regular federal income tax and the state taxes specified in the fund's investment objective. At least 75% of net assets normally will 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, or BBB or higher by S&P or Fitch) or, if unrated, determined by the investment adviser to be of at least investment grade quality. It is non-diversified.
Fees are High compared to funds in the same category.
Eaton Vance Oregon Municipal Income Fund has an expense ratio of 1.48 percent.
Risk is High compared to funds in the same category according to Morningstar.