ETMAX Mutual Fund

ETMAX Mutual Fund (Eaton Vance Massachusetts Municipal Income Fund Class A) is managed by Eaton Vance with $67.3M in net assets. ETMAX expense ratio is 0.82%, holding 79 positions across sectors including Financials, Health Care, Industrials. Inception date: 1993-12-07.

ETMAX performance shows a YTD return of 0.44%. The 1-year return is 5.53% and the 5-year return is -0.36%. ETMAX dividend yield stands at 3.17%, paid monthly.

ETMAX top holdings include Massachusetts Development Finance Agency (4.5%), Massachusetts (state Of) Development Finance Agency (massachusetts Institute of Technology), Series 2002 K, Rb (4.3%), Ma St Spl Ob De 5.50% Natl/fgic 1/1/2030 (4.0%), Massachusetts St Port Auth (3.0%), Massachusetts Clean Water Trust/the (2.7%). Go to all ETMAX holdings, ETMAX sectors, or ETMAX dividends.

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