Eaton Vance National Municipal Opportunities Trust (EOT)

• Market cap: $259M
• 1 day: 0.12%
• 5 days: -4.87%
• 1 month: -4.27%
• 3 months: -6.95%
• 6 months: -1.07%
• Year to date: -2.70%
• 1 year: -0.90%
• 5 years: -24.25%
• 10 years: -21.11%

About: Eaton Vance National Municipal Opportunities Trust is a diversified, closed-end management investment company. The company's investment objective is to provide current income exempt from regular federal income tax and to achieve capital appreciation. It invests a majority of its assets in debt obligations issued by or on behalf of states, territories, and possessions of the United States, including the District of Columbia, and their political subdivisions, agencies, or instrumentalities, the interest on which is exempt from regular federal income tax.

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2% more funds holding

Funds holding: 46 [Q2] → 47 (+1) [Q3]

2% less capital invested

Capital invested by funds: $47.4M [Q2] → $46.5M (-$899K) [Q3]

1.14% less ownership

Funds ownership: 18.01% [Q2] → 16.87% (-1.14%) [Q3]