EXFLX Mutual Fund

EXFLX Mutual Fund

NAV$9.73
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Fund Essentials - as of Jun 30, 2026

Net Assets
$49M
Expense Ratio
0.50%
Dividend Yield (Current)
2.46%
Holdings
159
Inception Date
Jun 27, 1996
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.29%
1 Year+2.21%
3 Year+3.08%
5 Year+2.15%
10 Year+1.53%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
OH OHSPOL 12/01/2054Ohio St Wtr Dev Auth Wtr Pollu 3.15% Dec 01, 20542.21%
MA QUI 5 07/24/2026City Of Quincy Ma 0.05 07/24/20262.18%
PA ALLMED 11/15/2047Allegheny Co Hosp Dev Flt 11/15/20472.04%
-Gainesville Fla Var 10/421.78%
-Bergen Cnty N J 4% 05/271.74%
Top 10 Concentration: 17.82%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.46%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EXFLX Mutual Fund Overview

EXFLX Mutual Fund (Eaton Vance National Ultra-Short Municipal Income Fund Class A) is managed by Eaton Vance with $48.8M in net assets. EXFLX expense ratio is 0.50%, holding 159 positions across sectors including Financials, Utilities, Industrials. Inception date: 1996-06-27.

EXFLX performance shows a YTD return of 1.29%. The 1-year return is 2.21% and the 5-year return is 2.15%. EXFLX dividend yield stands at 2.46%, paid monthly.

EXFLX top holdings include Ohio St Wtr Dev Auth Wtr Pollu 3.15% Dec 01, 2054 (2.2%), City Of Quincy Ma 0.05 07/24/2026 (2.2%), Allegheny Co Hosp Dev Flt 11/15/2047 (2.0%), Gainesville Fla Var 10/42 (1.8%), Bergen Cnty N J 4% 05/27 (1.7%). Go to all EXFLX holdings, EXFLX sectors, or EXFLX dividends.

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