EXMAX Mutual Fund

EXMAX Mutual Fund (Eaton Vance Short Duration Municipal Opportunities Fund Class A) is managed by Eaton Vance with $135.3M in net assets. EXMAX expense ratio is 0.66%, holding 626 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1996-06-27.

EXMAX performance shows a YTD return of -2.41%. The 1-year return is -1.10% and the 5-year return is 1.54%. EXMAX dividend yield stands at 3.13%, paid monthly.

EXMAX top holdings include Main Street Natur V/R 12/01/53 (1.2%), California Community Choice Fi 5.0000% Mat 01/01/2055 (1.1%), Ohio St Wtr Dev Auth Wtr Pollu 2.35% Dec 01, 2054 (1.1%), Denver, Co City & County Airport Revenue Series A, Amt (0.9%), MASSACHUSETTS VAR 05/55 (0.8%). Go to all EXMAX holdings, EXMAX sectors, or EXMAX dividends.

EXMAX can be compared against other funds. Use EXMAX overlap to find shared positions, or EXMAX vs another fund for a side-by-side view. EXMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.