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 August 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)

★ ★ ★ ★ ★

308 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)

★ ★ ★ ★ ★

308 funds | Muni National Interm category


TABS Short-Term Municipal Bond Fund (EIBSX)

★ ★ ★ ★

192 funds | Muni National Short category


AMT-Free Municipal Income Fund (EVMBX)

★ ★ ★ ★

181 funds | Muni National Long category


National Municipal Income Fund (EIHMX)

★ ★ ★ ★

181 funds | Muni National Long category



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Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

654 funds | High Yield Bond category


Income Fund of Boston (EIBIX)

★ ★ ★ ★

654 funds | High Yield Bond category


Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★ ★

221 funds | Bank Loan category


Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

221 funds | Bank Loan category


Floating-Rate Fund (EIBLX)

★ ★ ★ ★

221 funds | Bank Loan category



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U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

662 funds | Mid-Cap Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★ ★

1470 funds | Large Growth category


Real Estate Fund (EIREX)

★ ★ ★ ★

244 funds | Real Estate category


Tax-Managed Growth Fund 1.1 (EITMX)3

★ ★ ★ ★

1395 funds | Large Blend category


Stock Fund (EIERX)

★ ★ ★ ★

1395 funds | Large Blend category


Growth Fund (ELCIX)

★ ★ ★ ★

1470 funds | Large Growth category



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Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

104 funds | Short Government category


Short Duration Strategic Income Fund (ESIIX)

★ ★ ★ ★ ★

496 funds | Short-Term Bond category


Core Plus Bond Fund (EIBAX)

★ ★ ★ ★ ★

956 funds | Intermediate-Term Bond category


Emerging Markets Debt Opportunities Fund (EIDOX)

★ ★ ★ ★ ★

83 funds | Emerging-Markets Local-Currency Bond category


Government Obligations Fund (EIGOX)

★ ★ ★ ★

104 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)

★ ★ ★ ★

942 funds | World Stock category


Hexavest International Equity Fund (EHIIX)

★ ★ ★ ★

716 funds | Foreign Large Blend category


Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

256 funds | Nontraditional Bond category


Global Income Builder Fund (EDIIX)

★ ★ ★ ★

472 funds | World Allocation


Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

942 funds | World Stock category



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Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★ ★

829 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)

★ ★ ★ ★

284 funds | Tactical Allocation category



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* 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 8/31/16: EMOIX was rated 5 stars for 3 years/308 funds; 5 stars for 5 years/268 funds. EIHYX was rated 5 stars for 3 years/171 funds; 5 stars for 5 years/146 funds; 3 stars for 10 years/103 funds. EILTX was rated 5 stars for 3 years/308 funds; 5 stars for 5 years/268 funds. EIBSX was rated 4 stars for 3 years/192 funds; 4 stars for 5 years/176 funds. EVMBX was rated 5 stars for 3 years/181 funds; 5 stars for 5 years/169 funds; 3 stars for 10 years/140 funds. EIHMX was rated 5 stars for 3 years/181 funds; 5 stars for 5 years/169 funds; 2 stars for 10 years/140 funds. EIHIX was rated 5 stars for 3 years/654 funds; 5 stars for 5 years/524 funds; 3 stars for 10 years/368 funds. EIBIX was rated 4 stars for 3 years/654 funds; 4 stars for 5 years/524 funds; 3 stars for 10 years/368 funds. EIFHX was rated 4 stars for 3 years/221 funds; 4 stars for 5 years/173 funds; 5 stars for 10 years/67 funds. EIFAX was rated 4 stars for 3 years/221 funds; 5 stars for 5 years/173 funds; 5 stars for 10 years/67 funds. EIBLX was rated 3 stars for 3 years/221 funds; 3 stars for 5 years/173 funds; 4 stars for 10 years/67 funds. EISMX was rated 5 stars for 3 years/662 funds; 5 stars for 5 years/582 funds; 5 stars for 10 years/433 funds. EIFGX was rated 5 stars for 3 years/1470 funds; 5 stars for 5 years/1278 funds. EIREX was rated 4 stars for 3 years/244 funds; 3 stars for 5 years/214 funds; 4 stars for 10 years/154 funds. EITMX was rated 4 stars for 3 years/1395 funds; 4 stars for 5 years/1213 funds; 4 stars for 10 years/902 funds. EIERX was rated 5 stars for 3 years/1395 funds; 4 stars for 5 years/1213 funds; 5 stars for 10 years/902 funds. ELCIX was rated 5 stars for 3 years/1470 funds; 4 stars for 5 years/1278 funds; 4 stars for 10 years/920 funds. EILDX was rated 5 stars for 3 years/104 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/408 funds; 5 stars for 10 years/284 funds. EIBAX was rated 4 stars for 3 years/956 funds; 5 stars for 5 years/846 funds. EIDOX was rated 5 stars for 3 years/83 funds. EIGOX was rated 5 stars for 3 years/104 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/53 funds. EHGIX was rated 4 stars for 3 years/942 funds. EHIIX was rated 4 stars for 3 years/716 funds. EGRIX was rated 5 stars for 3 years/256 funds; 4 stars for 5 years/167 funds. EDIIX was rated 5 stars for 3 years/472 funds; 5 stars for 5 years/370 funds; 2 stars for 10 years/179 funds. ERBIX was rated 4 stars for 3 years/942 funds; 4 stars for 5 years/735 funds. EIIFX was rated 5 stars for 3 years/829 funds; 5 stars for 5 years/718 funds; 4 stars for 10 years/491 funds. EIEAX was rated 5 stars for 3 years/150 funds; 4 stars for 5 years/134 funds; 4 stars for 10 years/101 funds. EIRAX was rated 4 stars for 3 years/284 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.

© 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.