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Eaton Vance Tax-Advantaged Bond Strategies Long Term Fund Class C – ECLTX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
11.89-0.01 (-0.08%)10.94 - 12.070.0

Market data as of 6:05PM 03/26/15. Quotes are delayed by at least 15 min.

Overview - ECLTX

The investment seeks after-tax total return. Under normal market conditions, the fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations that are exempt from regular federal income tax ("Municipal Securities"), municipal obligations that are not exempt from regular federal income tax ("Taxable Municipal Securities"), direct obligations of the U.S. Treasury ("Treasury Securities") and/or obligations of U.S. government agencies, instrumentalities and government-sponsored enterprises ("Agency Securities").

Growth of $10,000 (10 Years)

Total Return7.46%
Yield (Trailing 12 Mo.)1.69%
Expense Ratio2.20%
Front LoadNone
Deferred Load1.00%
Minimum Investment$1,000
Management Tenure5 Years
Fund Inception01/29/2010

Trailing Total Returns - ECLTX

as of 02/28/2015
TimeframeECLTXS&P 500Muni National Long
1 Month-1.95%5.75%-1.06%
3 Month1.69%2.31%1.41%
1 Year10.14%15.51%7.53%
3 Year4.98%18.00%4.01%
5 Year7.27%16.18%5.22%
10 Year--7.99%4.21%
Since Inception7.46%10.71%--

Sector Allocation - ECLTX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - ECLTX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$28.50M
Total Stock Holdings0
Total Bond Holdings45

Bond Credit Quality - ECLTX

as of 02/28/2015
Below B0.00%
Not Rated0.00%

Top Ten Holdings - ECLTX

as of 02/28/2015
CompanyYTD Return% of Assets
Leander Tex Indpt Sch Dist--6.04%
Clackamas Cnty Ore Sch Dist--4.13%
Milpitas Calif Uni Sch Dist 4%--3.80%
California St For Previous Iss Go Bds 5%--3.44%
South Carolina St Pub Svcs Aut Rev Ob 5%--3.42%
Metropolitan Transn Auth 5%--3.35%
South Dakota St Bldg Auth 5%--3.03%
Pasadena Calif Pub Fing Auth--3.00%
Umatilla Cnty Ore Sch Dist--2.94%
Wisconsin St Health & Edl Facs Rev Bd 5%--2.90%

Valuation & Growth - ECLTX

as of 02/28/2015
ValuationECLTXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - ECLTX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - ECLTX, 3 Year Avg

Pretax Return4.98%
Tax-adjusted Return3.87%
Tax Cost Ratio1.06%
Potential Cap Gains6.20%

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