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Eaton Vance Oregon Municipal Income Fund Class I (0P0000P8D3)

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8.070 +0.010    +0.12%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Eaton Vance
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 113.82M
Eaton Vance Oregon Municipal Income Fund Class I 8.070 +0.010 +0.12%

Eaton Vance Oregon Municipal Income Fund Class I Overview

 
On this page you'll find an in-depth profile of Eaton Vance Oregon Municipal Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000P8D3 among other information.
Category

Muni Single State Interm

Total Assets

113.82M

Expenses

0.51%

Inception Date

Aug 03, 2010

Investment Strategy

The investment seeks to provide current income exempt from regular federal income tax and Oregon state personal income tax. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations that are exempt from regular federal income tax and the state taxes specified in the fund's investment objective. At least 75% of net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality.

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
William J. Delahunty Portfolio Manager 2021 Now
Biography William J. Delahunty, Jr. are the portfolio managers of the Fund. Mr. Delahunty has been a portfolio manager of the Fund since October 1, 2021. Mr. Delahunty is a Vice President of Eaton Vance and BMR, manages other Eaton Vance portfolios and has been a member of the Eaton Vance municipals team for more than five years.
Christopher J. Eustance Portfolio Manager 2019 Now
Adam Weigold Senior Portfolio Manager 2014 2021
Biography Adam A. Weigold, CFA Senior Portfolio Manager, Head of Municipal Bonds, Manulife Investment Management Adam is a senior portfolio manager and head of the firm’s municipal bond team, overseeing municipal bond portfolio construction, security selection, and yield curve positioning. Prior to joining the firm, Adam was a senior portfolio manager with the municipal bond department at Eaton Vance Management, where he managed an array of municipal bond strategies. These spanned a wide spectrum of the municipal bond market, ranging from state-specific strategies to ones focused on the market’s floating-rate and high-yield segments, short duration strategies, and strategies involving the use of hedging and derivatives. His prior portfolio management experience extended to a separately managed account program focused on Build America Bonds and closed-end mutual funds. Before working as a senior portfolio manager, Adam held several roles of increasing responsibility in Eaton Vance’s municipal bond department, including research associate, credit analyst, and senior credit analyst. He holds the Chartered Financial Analyst designation. Education: A.B., History, Dartmouth College; M.B.A., Finance, Questrom School of Business, Boston University Joined the company: 2021 Began career: 1998
Thomas M. Metzold Portfolio Manager 1996 2014
Biography Thomas M. Metzold, been the manager of BMR since 1995. Metzold became a vice president and portfolio manager at Eaton Vance Management in July 1991 after joining the company four years earlier as an investment analyst. He also spent four years as a financial analyst with General Electric. Metzold holds the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society, the Association for Investment Management and Research, the National Federation of Municipal Analysts, and the Boston Municipal Analysts Forum.
William H. Ahern Portfolio Manager 2004 2005
Biography Ahern joined Eaton Vance in 1989 and is a portfolio manager and vice president of Eaton Vance Management. He has been a portfolio manager in Eaton Vance’s municipal income group since 1993. Ahern has earned the right to use the Chartered Financial Analyst designation.
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