Eaton Vance California MBF (EVM) — Long-term Investment Intensity

Latest as of March 2025: 95.1%

Eaton Vance California MBF (EVM) has a Long-term Investment Intensity of 95.1% as of March 2025. Long-term investments of $344.36 Million represent 95.1% of total assets of $362.04 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Eaton Vance California MBF shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

95.1%
LT Investments / Total Assets

Long-term Investments

$344.36 Million
USD

Total Assets

$362.04 Million
USD

Country

USA
NYSE MKT

Eaton Vance California MBF Long-term Investment Intensity (2006–2024)

This chart shows how Eaton Vance California MBF's Long-term Investment Intensity has evolved across 14 annual periods from 2006 to 2024. As of March 2025, the intensity stands at 95.1%, reflecting long-term investments of $344.36 Million against total assets of $362.04 Million USD. Also explore Eaton Vance California MBF asset portfolio for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Eaton Vance California MBF (2006–2024)

The table below presents the year-by-year Long-term Investment Intensity for Eaton Vance California MBF from 2006 to 2024, covering 14 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see market cap of Eaton Vance California MBF.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2024 98.6% $977.90 Million $991.76 Million ▲ +2.0 pp
2023 96.6% $344.26 Million $356.43 Million ▲ +2.5 pp
2022 94.1% $440.65 Million $468.34 Million ▼ -2.9 pp
2021 97.0% $512.22 Million $528.22 Million ▼ -224.0 pp
2020 321.0% $1.75 Billion $544.76 Million ▲ +222.3 pp
2019 98.7% $539.40 Million $546.50 Million ▲ +1.1 pp
2018 97.6% $456.17 Million $467.18 Million ▼ -1.1 pp
2017 98.8% $454.41 Million $459.97 Million ▲ +2.0 pp
2016 96.7% $474.59 Million $490.55 Million ▼ -0.2 pp
2015 96.9% $438.57 Million $452.40 Million ▲ +0.5 pp
2014 96.5% $452.38 Million $468.97 Million ▲ +2.0 pp
2008 94.5% $418.56 Million $443.01 Million ▼ -3.9 pp
2007 98.4% $515.18 Million $523.50 Million ▼ -0.5 pp
2006 98.9% $519.91 Million $525.81 Million
pp = percentage points