ECORX Mutual Fund

ECORX Mutual Fund (Eaton Vance Oregon Municipal Income Fund Class C) is managed by Eaton Vance with $2.7M in net assets. ECORX expense ratio is 1.47%, holding 197 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-03-02.

ECORX performance shows a YTD return of -1.41%. The 1-year return is -0.97% and the 5-year return is -0.38%. ECORX dividend yield stands at 2.46%, paid monthly.

ECORX top holdings include Oregon St 0.020 (3.1%), Oregon State Facilities Authority (2.8%), Oregon Go (2.5%), Portland, Oregon, Sewer System Revenue Bonds, Second Lien Refunding Series 2023A 5 12-01-2047 (1.7%), Oregon St Dept Transn Hwy User 5% Nov 15, 2040 (1.7%). Go to all ECORX holdings, ECORX sectors, or ECORX dividends.

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