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Eaton quote and profile

 
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9.96
  
FUND
0.00  No Change   0.00%  
May 19 2013 

Diversification Suggestion

Use Eaton to protect against small markets fluctuations. The fund experiences stable pattern. Watch out for signals
Analyze Eaton Vance AZ Munic Trend or Check current 30 days Eaton correlation with market (S&P 500)
1 Month Beta -0.04  
Highest Price:  
Lowest Price:  
10.0  
9.95  
May 01 2013 
May 14 2013 
As returns on market increase, returns on owning Eaton are expected to decrease at a much smaller rate. During bear market, Eaton is likely to outperform the market.
Eaton Vance AZ Municipal Income A Almost negative betaEaton Vance AZ Munic Beta Legend
ETAZX United States NASDAQ
Eaton Vance AZ Municipal Income A
Eaton Vance
Muni Single State Long
Contact Number: 800. 262. 1122
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset79.54 M
Last Dividend Paid0.03
 United States Russel   1.11 % Macroaxis: change 1.11 Moved Up  
 
 United States SP 500   1.03 % Macroaxis: change 1.03 Moved Up  
 
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.92 % Macroaxis: 0.92 Moved Up  
 
 thisGreen ETAZX ETAZX agains markets  0.00 % No Change  
Compare to Competition Get Alpha   Get Advice
    
Craig Brandon  Money Manager
Fund Manager since September 12, 2004
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. ...
    

Eaton Price and Market Media

The median price of Eaton for the period between Fri, Apr 19, 2013 and Sun, May 19, 2013 is 9.97 with a coefficient of variation of 0.15. The daily time series for the period is distributed with a sample standard deviation of 0.01, arithmetic mean of 9.97, and mean deviation of 0.01. The Fund did not receive any noticable media coverage during the period.
Eaton         Market
Price Growth (%)
 

Eaton Summary

Eaton Vance AZ Municipal Income A [ETAZX] is traded in USA and was established in December 12, 1993. The fund is listed under Muni Single State Long category and is part of Eaton Vance family. This fund currently has accumulated 79.54 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance AZ Municipal Income A is currently producing year-to-date (YTD) return of -0.11% with the current yeild of 3.76%, while the total return for the last 3 years was 9.97%.

Fund Instrument Allocation for Eaton

The fund invests most of its asset under management in bonds or other fixed income securities. .
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Eaton Research Report

Eaton vs. T Rowe

Correlation analysis and fundamentals comparison between Eaton Vance AZ Munic and T Rowe Price MD Tax

Eaton Asset Under Management

Eaton Vance AZ Municipal Income A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Muni Single State Long category is currently estimated at about 15.96 Billion. Eaton adds roughly 79.54 Million in net asset claiming only tiny portion of funds under Muni Single State Long category.

Eaton Fundamentals

Cash Position Weight vs Three Year Return
One Year Return vs Annual Yield
Cash Position Weight vs Last Dividend Paid
Holdings Turnover vs Annual Yield

Eaton vs Competition

Eaton vs. T Rowe Price MD TaxFree Bond
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Eaton vs. Franklin NC TaxFree Income Adv
Eaton vs. Franklin NC TaxFree Income C
Eaton vs. Franklin OR TaxFree Income A
Eaton vs. Franklin OR TaxFree Income C
Eaton vs. Franklin OR TaxFree Income Adv
Eaton vs. Franklin MI TaxFree Inc B
Eaton vs. Franklin MI TaxFree Inc C
Eaton vs. Franklin MI TaxFree Inc A

Eaton May 19 2013 Opportunity Range

Downside Deviation0.1416
Information Ratio(4.34)
Maximum Drawdown0.3003
Value At Risk(0.20)
Potential Upside0.1003

 
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