Overall Morningstar Ratings for select Eaton Vance Funds1

Browse a sampling of our I Share mutual funds that have a five- or four-star rating as of January 31, 2016. Talk with your financial advisor about which funds may help you achieve the outcomes you seek. View all five- and four-star funds »



Municipal Bonds

Municipal Opportunities Fund (EMOIX)

★ ★ ★ ★ ★

299 funds | Muni National Interm category


High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★ ★

160 funds | High Yield Muni category


TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX)2

★ ★ ★ ★ ★

299 funds | Muni National Interm category



View all funds »

 

Credit

Floating-Rate Advantage Fund (EIFAX)*

★ ★ ★ ★

208 funds | Bank Loan category


Floating-Rate Fund (EIBLX)*

★ ★ ★ ★

208 funds | Bank Loan category


Floating-Rate & High Income Fund (EIFHX)*

★ ★ ★ ★

208 funds | Bank Loan category


High Income Opportunities Fund (EIHIX)*

★ ★ ★ ★ ★

636 funds | High Yield Bond category


Income Fund of Boston (EIBIX)*

★ ★ ★ ★

636 funds | High Yield Bond category



View all funds »

 

U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)3

★ ★ ★ ★ ★

646 funds | Mid-Cap Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1546 funds | Large Growth category


Focused Value Opportunities Fund (EIFVX)*

★ ★ ★ ★

1190 funds | Large Value category


Stock Fund (EIERX)

★ ★ ★ ★

1409 funds | Large Blend category



View all funds »



Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

114 funds | Short Government category


Government Obligations Fund (EIGOX)

★ ★ ★ ★ ★

114 funds | Short Government category


Tax-Managed Global Dividend Income Fund (EIDIX)*

★ ★ ★ ★

987 funds | World Stock category



View all funds »





 

Global/International

Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

270 funds | Nontraditional Bond category


Global Income Builder Fund (EDIIX)

★ ★ ★ ★

987 funds | World Stock category


Parametric International Equity Fund
(EAISX)*

★ ★ ★ ★

701 funds | Foreign Large Blend category


Richard Bernstein Equity Strategy Fund (ERBIX)*

★ ★ ★ ★

987 funds | World Stock category


Hexavest Global Equity Fund (EHGIX)*

★ ★ ★ ★

987 funds | World Stock category



View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★ ★

860 funds | Moderate Allocation category


Richard Bernstein All Asset Strategy Fund (EIRAX)*

★ ★ ★ ★

751 funds | Conservative Allocation category


Tax-Managed Equity Asset Allocation (EIEAX)*

★ ★ ★ ★

382 funds | Aggressive Allocation category



View all funds »











* These Funds have experienced negative performance during their 1-, 3-, 5- or 10-year period. For the Fund’s performance as of the most recent month-end, please refer to our Performance page. Based on risk-adjusted returns. Past performance is no guarantee of future results. Eaton Vance offers other mutual funds that are not listed here and that do not have similar performance records.

1 As of 1/31/16: EMOIX was rated 5 stars for 3 years/299 funds. EIHYX was rated 5 stars for 3 years/160 funds; 5 stars for 5 years/150 funds; 3 stars for 10 years/98 funds. EILTX was rated 5 stars for 3 years/299 funds; 5 stars for 5 years/251 funds. EIFAX was rated 3 stars for 3 years/208 funds; 4 stars for 5 years/136 funds; 5 stars for 10 years/56 funds. EIBLX was rated 3 stars for 3 years/208 funds; 3 stars for 5 years/136 funds; 4 stars for 10 years/56 funds. EIFHX was rated 3 stars for 3 years/208 funds; 4 stars for 5 years/136 funds; 5 stars for 10 years/56 funds. EIHIX was rated 5 stars for 3 years/636 funds; 5 stars for 5 years/522 funds; 3 stars for 10 years/364 funds. EIBIX was rated 4 stars for 3 years/636 funds; 5 stars for 5 years/522 funds; 4 stars for 10 years/364 funds. EISMX was rated 5 stars for 3 years/646 funds; 5 stars for 5 years/580 funds; 5 stars for 10 years/433 funds. EIFGX was rated 4 stars for 3 years/1546 funds. EIFVX was rated 4 stars for 3 years/1190 funds. EIERX was rated 5 stars for 3 years/1409 funds; 4 stars for 5 years/1238 funds; 5 stars for 10 years/894 funds. EILDX was rated 5 stars for 3 years/114 funds; 5 stars for 5 years/106 funds; 4 stars for 10 years/91 funds. EIGOX was rated 5 stars for 3 years/114 funds; 5 stars for 5 years/106 funds; 5 stars for 10 years/91 funds. EIDIX was rated 4 stars for 3 years/987 funds; 4 stars for 5 years/785 funds; 4 stars for 10 years/425 funds. EGRIX was rated 5 stars for 3 years/270 funds; 4 stars for 5 years/161 funds. EDIIX was rated 4 stars for 3 years/987 funds; 4 stars for 5 years/785 funds; 4 stars for 10 years/425 funds. EAISX was rated 4 stars for 3 years/701 funds; 4 stars for 5 years/608 funds. ERBIX was rated 4 stars for 3 years/987 funds; 4 stars for 5 years/785 funds. EHGIX was rated 4 stars for 3 years/987 funds. EIIFX was rated 5 stars for 3 years/860 funds; 5 stars for 5 years/742 funds; 4 stars for 10 years/501 funds. EIRAX was rated 4 stars for 3 years/751 funds. EIEAX was rated 5 stars for 3 years/382 funds; 5 stars for 5 years/319 funds; 3 stars for 10 years/237 funds. Eaton Vance offers other mutual funds that are not listed here and that do not have similar performance records. Please refer to each Fund’s prospectus to determine whether you are eligible to invest in I shares. Please consult your financial advisor before investing.
2 Prior to 4/15/15, Fund was called Eaton Vance Tax-Advantaged Bond Strategies Long Term Fund, had a different objective and employed a different investment strategy.
3 As of the close of business on January 15, 2013, this Fund has discontinued sale of its shares, with the exception of existing shareholders, qualified retirement plans and certain fee-based programs. See prospectus for additional details.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

About Risks: An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Fund performance is sensitive to stock market volatility. A Fund’s ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. No Fund is a complete investment program and you may lose money investing in a Fund. The funds may engage in other investment practices that may involve additional risks and you should review a Fund prospectus for a complete description.

The Barron’s Special Report "The Best Mutual Fund Families" was published February 8, 2016. Eaton Vance was ranked #2 for 2015. Barron’s is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.

 

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