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Eaton Vance California Municipal Opportunities Fund Class I (EICAX)

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10.12 0.00    0%
09/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 740.99M
Type:  Fund
Market:  United States
Issuer:  Eaton Vance
Asset Class:  Equity
Eaton Vance CA Municipal Opportunities I 10.12 0.00 0%

EICAX Overview

 
On this page you'll find an in-depth profile of Eaton Vance California Municipal Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of EICAX among other information.
Category

Muni California Intermediate

Total Assets

740.99M

Expenses

0.50%

Inception Date

39510

Investment Strategy

The investment seeks to maximize after-tax total return. Under normal market circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations that are exempt from regular federal income tax and California state personal income taxes. It may invest 25% or more of its total assets in certain types of municipal obligations (such as general obligations, municipal leases, principal only municipal investments, revenue bonds and industrial development bonds) and in one or more economic sectors (such as housing, hospitals, healthcare facilities or utilities).

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
Trevor Smith - 2021 Now
Biography Trevor Smith is a portfolio manager on the Municipals Team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's municipal bond strategies. He joined Eaton Vance in 2010. Morgan Stanley acquired Eaton Vance in March 2021. Trevor began his career in the investment management industry in 2008. Before joining Eaton Vance, he was a municipal research analyst at Lord, Abbett & Co. He was also affiliated with Financial Security Assurance and the City of Aspen Finance Department. Trevor earned a B.A. from Middlebury College and an MBA, with high honors, from Boston University. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts.
Craig Robert Brandon Vice President 2014 Now
Biography Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder.
Adam A. Weigold Portfolio Manager 2015 2021
Biography Adam A. Weigold has joined Manulife IM (US) in 2021. Currently Mr. Weigold is Senior Managing Director, Senior Portfolio Manager, and Head of the Municipal Fixed Income Team. Previously, Mr. Weigold was a Vice President of Eaton Vance, has been an Eaton Vance portfolio manager for more than five years and also manages other Eaton Vance funds. Mr. Weigold earned a B.A. from Dartmouth College and an MBA from Boston University. He is a member of the CFA Society of Boston and the National Federation of Municipal Analysts. He is a CFA charterholder.
Cynthia J. Clemson Vice President 1996 2014
Biography Cindy Clemson is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She joined Calvert Research and Management in 2016. Cindy began her career in the investment management industry in 1985. She has been affiliated with the Eaton Vance organization since 1985. Cindy earned a B.A. from Mount Holyoke College and an MBA from Boston University. She is a member of the Boston Municipal Analysts Forum, the CFA Society of Boston, the Municipal Bond Buyer Conference and the National Federation of Municipal Analysts.
Robert B. MacIntosh Vice President 1992 1996
Biography MacIntosh is a vice president with Eaton Vance Management, his employer since 1991. Previously, he spent eight years with Fidelity Investments, first as a senior bond analyst and then as a municipal-bond portfolio manager. MacIntosh holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research and the Boston Municipal Analysts Forum.
Daniel M. Hazard - 1985 1992
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