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The investment seeks to maximize after-tax total return. The fund normally 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. It may invest up to 50% of its net assets in obligations rated below investment grade. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies or instrumentalities.
Name | Title | Since | Until |
---|---|---|---|
Trevor Smith | - | 2021 | Now |
Biography | Trevor Smith is a portfolio manager on the Municipals Team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm's municipal bond strategies. He joined Eaton Vance in 2010. Morgan Stanley acquired Eaton Vance in March 2021. Trevor began his career in the investment management industry in 2008. Before joining Eaton Vance, he was a municipal research analyst at Lord, Abbett & Co. He was also affiliated with Financial Security Assurance and the City of Aspen Finance Department. Trevor earned a B.A. from Middlebury College and an MBA, with high honors, from Boston University. He is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. | ||
Craig Robert Brandon | Vice President | 2021 | Now |
Biography | Craig Brandon is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Craig began his career in the investment management industry in 1995. He has been affiliated with the Eaton Vance organization since 1998. He has experience with Eaton Vance across a variety of research roles. Before joining the Eaton Vance organization, he was a senior budget and capital finance analyst with the New York State Assembly Ways and Means Committee. Craig earned a B.S. from Canisius College and an MBA from the University of Pittsburgh. He is a member of the CFA Society of Boston, the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. He is a CFA charterholder. | ||
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 | ||
William H. Ahern | Portfolio Manager | 1997 | 2014 |
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. | ||
Raymond E. Hender | Vice President, Portfolio Manager | 1992 | 1997 |
Biography | Hender has been a vice president and portfolio manager with Eaton Vance Management since September 1992. Prior to joining the company, he was a senior vice president and director of fixed income at Bank of New England from 1989 to 1992. Previously, he spent 12 years as a portfolio manager with Fidelity Investments. Hender says his investment philosophy is to follow fundamentals and stick to the basics. | ||
Robert B. MacIntosh | Vice President | 1992 | 1992 |
Biography | MacIntosh is a vice president with Eaton Vance Management, his employer since 1991. Previously, he spent eight years with Fidelity Investments, first as a senior bond analyst and then as a municipal-bond portfolio manager. MacIntosh holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research and the Boston Municipal Analysts Forum. |
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