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The investment seeks to provide current income exempt from regular federal income tax and New Jersey state personal income tax. 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 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. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Julie P. Callahan | Vice President | 2021 | Now |
Biography | Ms. Callahan has been a Vice President of Eaton Vance and BMR since September 2021 and has been a Managing Director at Morgan Stanley Investment Management Inc. (“MSIM”), an affiliate of EVM, since 2020. Prior to joining MSIM, she was a senior member of the municipal bond portfolio management team at PIMCO from 2011 to 2020. Prior to joining PIMCO, she was a portfolio manager for municipal separately managed accounts at Western Asset (WAMCO). She previously managed the firm's municipal money market funds. Before that, Ms. Callahan was director and portfolio manager for municipal money market funds with Citigroup Asset Management. She holds a bachelor's degree from Fairfield University. | ||
Christopher J. Eustance | Portfolio Manager | 2021 | Now |
Cynthia J. Clemson | Vice President | 2021 | Now |
Biography | Cindy Clemson 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. She joined Calvert Research and Management in 2016. Cindy began her career in the investment management industry in 1985. She has been affiliated with the Eaton Vance organization since 1985. Cindy earned a B.A. from Mount Holyoke College and an MBA from Boston University. She is a member of the Boston Municipal Analysts Forum, the CFA Society of Boston, the Municipal Bond Buyer Conference and the National Federation of Municipal Analysts. | ||
Adam Weigold | Senior Portfolio Manager | 2010 | 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 | ||
Robert B. MacIntosh | Vice President | 1991 | 2010 |
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. | ||
Thomas J. Fetter | Director | 1991 | 1991 |
Biography | Fetter is director of municipal investments at Eaton Vance Management, his employer since 1986. Previously, he spent seven years with Lumbermen's Mutual Insurance Company, where he was chief investment officer. Fetter earned a Chartered Financial Analyst designation in 1984. |
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