EXNYX Mutual Fund

EXNYX Mutual Fund

NAV$9.43

Fund Essentials - as of Sep 30, 2025

Net Assets
$21M
Expense Ratio
0.70%
Dividend Yield (Current)
2.96%
Holdings
94
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+1.84%
1 Year+4.63%
3 Year+4.77%
5 Year+1.48%
10 Year+2.06%

Asset Allocation

Bonds: 100.00%

Top Holdings

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TickerNameWeight
-Puerto Rico Elec Pwr Auth Pwr Revenue2.88%
NY NYSHSG 05/01/2042New York State Housing Finance Agency 05/01/20422.45%
-Port Auth Of New York & New Jersey Ny2.28%
-New York St2.18%
-Jefferson County Civic Facility Development Corp1.92%
Top 10 Concentration: 20.63%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
2.96%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

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

EXNYX Mutual Fund (Eaton Vance New York Municipal Opportunities Fund Class A) is managed by Eaton Vance with $21.3M in net assets. EXNYX expense ratio is 0.70%, holding 94 positions across sectors including Financials, Utilities, Industrials. Inception date: 1996-06-27.

EXNYX performance shows a YTD return of 1.84%. The 1-year return is 4.63% and the 5-year return is 1.48%. EXNYX dividend yield stands at 2.96%, paid monthly.

EXNYX top holdings include Puerto Rico Elec Pwr Auth Pwr Revenue (2.9%), New York State Housing Finance Agency 05/01/2042 (2.5%), Port Auth Of New York & New Jersey Ny (2.3%), New York St (2.2%), Jefferson County Civic Facility Development Corp (1.9%). View all EXNYX holdings, sector breakdown, or dividend history.

EXNYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EXNYX alternatives are available via the screener, along with tax-loss harvesting opportunities.