| 9.50 Net Asset Value | -0.11% 1 Day | -1.04% Year-to-Date | Overall Morningstar Rating |
| Muni single state long Style or Category | 4.75 Sales Expenses | 0.84% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -0.19% | 3 years | +7.30% | |
| 3 months | -0.31% | 5 years | +5.69% | |
| 1 year | +4.13% | Since inception | +4.75% |
| ETORX | Category | |
|---|---|---|
| Performance 5-yr return | +5.69% | +5.37% |
| Expense ratio | 0.84% | 1.04% |
| Risk 5 year sharpe ratio | 0.61 | 0.87 |
| Net assets | $179.5M | $363.6M |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 17% | 17% |
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| Fund family | Eaton Vance |
| Fund manager & tenure | Thomas Metzold / 16 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Salem-Keizer Ore Sch Dist | 3.91% |
| -- Portland Ore Cmnty College Dis Go Bds 4% | 3.60% |
| -- Linn Cnty Ore Cmnty Sch Dist 5.5% | 3.00% |
| -- Oregon St Hsg & Cmnty Svcs Dep Mul 5.15% | 2.97% |
| -- Tigard Ore Wtr Sys Rev Wtr Sys R 5% | 2.89% |
| -- Port Morrow Ore Transmission F Tr 3.675% | 2.76% |
| -- Port Portland Ore Arpt Rev Airport R 5% | 2.46% |
| -- Washington Cnty Ore Sch Dist 4% | 2.38% |
| -- Oregon Health Sciences Univ Re Insur | 2.35% |
| -- Oregon St Facs Auth 5% | 2.23% |
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