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The investment seeks to maximize after-tax total return. The fund normally 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. It may invest up to 50% of its net assets in obligations rated below investment grade. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies or instrumentalities. The fund is non-diversified.
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 | 2021 | 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 | 2014 | 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. | ||
William H. Ahern | Portfolio Manager | 1997 | 2014 |
Biography | 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. | ||
Raymond E. Hender | Vice President, Portfolio Manager | 1992 | 1997 |
Biography | Hender has been a vice president and portfolio manager with Eaton Vance Management since September 1992. Prior to joining the company, he was a senior vice president and director of fixed income at Bank of New England from 1989 to 1992. Previously, he spent 12 years as a portfolio manager with Fidelity Investments. Hender says his investment philosophy is to follow fundamentals and stick to the basics. | ||
Robert B. MacIntosh | Vice President | 1992 | 1992 |
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. |
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