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 October 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)

★ ★ ★ ★ ★

314 funds | Muni National Interm category


High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★ ★

171 funds | High Yield Muni category


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

★ ★ ★ ★ ★

314 funds | Muni National Interm category


TABS Short-Term Municipal Bond Fund (EIBSX)

★ ★ ★ ★

193 funds | Muni National Short category


AMT-Free Municipal Income Fund (EVMBX)

★ ★ ★ ★

175 funds | Muni National Long category


National Municipal Income Fund (EIHMX)

★ ★ ★ ★

175 funds | Muni National Long category



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Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

656 funds | High Yield Bond category


Income Fund of Boston (EIBIX)

★ ★ ★ ★

656 funds | High Yield Bond category


Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

241 funds | Bank Loan category


Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★

241 funds | Bank Loan category


Floating-Rate Fund (EIBLX)

★ ★ ★ ★

241 funds | Bank Loan category



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U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

655 funds | Mid-Cap Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1439 funds | Large Growth category


Real Estate Fund (EIREX)

★ ★ ★ ★

250 funds | Real Estate category


Tax-Managed Growth Fund 1.1 (EITMX)3

★ ★ ★ ★

1384 funds | Large Blend category


Stock Fund (EIERX)

★ ★ ★ ★

1384 funds | Large Blend category


Growth Fund (ELCIX)

★ ★ ★ ★

1439 funds | Large Growth category



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Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

105 funds | Short Government category


Short Duration Strategic Income Fund (ESIIX)

★ ★ ★ ★ ★

496 funds | Short-Term Bond category


Emerging Markets Debt Opportunities Fund (EIDOX)

★ ★ ★ ★ ★

83 funds | Emerging-Markets Local-Currency Bond category


Core Plus Bond Fund (EIBAX)

★ ★ ★ ★ ★

965 funds | Intermediate-Term Bond category


Government Obligations Fund (EIGOX)

★ ★ ★ ★

105 funds | Short Government category


Emerging Markets Local Income Fund (EEIIX)

★ ★ ★ ★

83 funds | Emerging-Markets Local-Currency Bond category



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Global/International

Hexavest Global Equity Fund (EHGIX)

★ ★ ★ ★

960 funds | World Stock category


Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

252 funds | Nontraditional Bond category


Global Income Builder Fund (EDIIX)

★ ★ ★ ★

477 funds | World Allocation


Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

960 funds | World Stock category



View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★ ★

831 funds | Allocation - 50 to 70% Equity category


Tax-Managed Equity Asset Allocation (EIEAX)

★ ★ ★ ★

150 funds | Allocation - 85%+ Equity category


Richard Bernstein All Asset Strategy Fund (EIRAX)

★ ★ ★ ★

298 funds | Tactical Allocation category



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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 10/31/16: EMOIX was rated 5 stars for 3 years/314 funds; 5 stars for 5 years/274 funds. EIHYX was rated 4 stars for 3 years/171 funds; 5 stars for 5 years/146 funds; 3 stars for 10 years/107 funds. EILTX was rated 5 stars for 3 years/314 funds; 5 stars for 5 years/274 funds. EIBSX was rated 4 stars for 3 years/193 funds; 4 stars for 5 years/175 funds. EVMBX was rated 5 stars for 3 years/175 funds; 5 stars for 5 years/163 funds; 3 stars for 10 years/134 funds. EIHMX was rated 5 stars for 3 years/175 funds; 5 stars for 5 years/163 funds; 2 stars for 10 years/134 funds. EIHIX was rated 5 stars for 3 years/656 funds; 5 stars for 5 years/528 funds; 3 stars for 10 years/371 funds. EIBIX was rated 4 stars for 3 years/656 funds; 4 stars for 5 years/528 funds; 3 stars for 10 years/371 funds. EIFAX was rated 5 stars for 3 years/241 funds; 5 stars for 5 years/187 funds; 5 stars for 10 years/69 funds. EIFHX was rated 4 stars for 3 years/241 funds; 4 stars for 5 years/187 funds; 4 stars for 10 years/69 funds. EIBLX was rated 4 stars for 3 years/241 funds; 3 stars for 5 years/187 funds; 4 stars for 10 years/69 funds. EISMX was rated 5 stars for 3 years/655 funds; 5 stars for 5 years/572 funds; 5 stars for 10 years/427 funds. EIFGX was rated 5 stars for 3 years/1439 funds; 5 stars for 5 years/1252 funds. EIREX was rated 4 stars for 3 years/250 funds; 3 stars for 5 years/223 funds; 4 stars for 10 years/155 funds. EITMX was rated 4 stars for 3 years/1384 funds; 3 stars for 5 years/1216 funds; 4 stars for 10 years/912 funds. EIERX was rated 4 stars for 3 years/1384 funds; 4 stars for 5 years/1216 funds; 5 stars for 10 years/912 funds. ELCIX was rated 5 stars for 3 years/1439 funds; 4 stars for 5 years/1252 funds; 4 stars for 10 years/896 funds. EILDX was rated 5 stars for 3 years/105 funds; 5 stars for 5 years/99 funds; 4 stars for 10 years/83 funds. ESIIX was rated 5 stars for 3 years/496 funds; 5 stars for 5 years/415 funds; 5 stars for 10 years/287 funds. EIDOX was rated 5 stars for 3 years/83 funds. EIBAX was rated 5 stars for 3 years/965 funds; 5 stars for 5 years/850 funds. EIGOX was rated 5 stars for 3 years/105 funds; 4 stars for 5 years/99 funds; 5 stars for 10 years/83 funds. EEIIX was rated 4 stars for 3 years/83 funds; 4 stars for 5 years/62 funds. EHGIX was rated 4 stars for 3 years/960 funds. EGRIX was rated 5 stars for 3 years/252 funds; 4 stars for 5 years/176 funds. EDIIX was rated 5 stars for 3 years/477 funds; 5 stars for 5 years/382 funds; 2 stars for 10 years/180 funds. ERBIX was rated 4 stars for 3 years/960 funds; 4 stars for 5 years/737 funds. EIIFX was rated 5 stars for 3 years/831 funds; 5 stars for 5 years/717 funds; 4 stars for 10 years/497 funds. EIEAX was rated 4 stars for 3 years/150 funds; 4 stars for 5 years/134 funds; 4 stars for 10 years/102 funds. EIRAX was rated 4 stars for 3 years/298 funds; 4 stars for 5 years/194 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 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.

3These shares are not available for new investments.

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 metrics. Based on Risk-Adjusted Returns.

© 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.

* Parametric Custom Core is offered through Parametric Custom Tax-Managed & Centralized Portfolio Management. Laddered strategies are offered by Eaton Vance Management, an SEC registered investment advisor. Eaton Vance Management is an affiliate of Parametric.

This information is intended solely to report on investment strategies and opportunities identified by Parametric and Eaton Vance. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Past performance is no guarantee of future results. The views and strategies described may not be suitable for all investors. Parametric and Eaton Vance do not provide legal, tax and/or accounting advice or services. Clients should consult with their own tax or legal advisor prior to entering into any transaction or strategy described herein.

Investing entails risk and there is no assurance that Eaton Vance or Parametric will achieve profits or avoid incurring losses.

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.