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, 2017. 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

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

★ ★ ★ ★ ★

254 funds | Muni National Interm category


High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★

142 funds | High Yield Muni category


Municipal Opportunities Fund (EMOIX)*

★ ★ ★ ★

254 funds | Muni National Interm category


TABS Short-Term Municipal Bond Fund (EIBSX)*

★ ★ ★ ★

175 funds | Muni National Short category


National Municipal Income Fund (EIHMX)

★ ★ ★ ★

144 funds | Muni National Long category



View all funds »

 

Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

603 funds | High Yield Bond category


Income Fund of Boston (EIBIX)

★ ★ ★ ★

603 funds | High Yield Bond category


Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

208 funds | Bank Loan category


Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★ ★

208 funds | Bank Loan category


Floating-Rate Fund (EIBLX)

★ ★ ★ ★

208 funds | Bank Loan category



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U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

585 funds | Mid-Cap Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1313 funds | Large Growth category


Real Estate Fund (EIREX)

★ ★ ★ ★

238 funds | Real Estate category


Growth Fund (ELCIX)

★ ★ ★ ★

1313 funds | Large Growth category



View all funds »



Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

102 funds | Short Government category


Emerging Markets Debt Opportunities Fund (EIDOX)

★ ★ ★ ★ ★

77 funds | Emerging-Markets Local-Currency Bond category


Government Obligations Fund (EIGOX)

★ ★ ★ ★ ★

102 funds | Short Government category


Core Plus Bond Fund (EIBAX)

★ ★ ★ ★ ★

856 funds | Intermediate-Term Bond category


Short Duration Real Return Fund (EIRRX)

★ ★ ★ ★

191 funds | Inflation-Protected Bond category



View all funds »

 

Global/International

Hexavest Global Equity Fund (EHGIX)

★ ★ ★ ★ ★

849 funds | World Stock category


Hexavest International Equity Fund (EHIIX)

★ ★ ★ ★

600 funds | Foreign Large Blend category


Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

235 funds | Nontraditional Bond category


Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

849 funds | World Stock category



View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★

722 funds | Allocation - 50% to 70% Equity category


Tax-Managed Equity Asset Allocation (EIEAX)

★ ★ ★ ★

139 funds | Allocation - 85%+ Equity category


Richard Bernstein All Asset Strategy Fund (EIRAX)

★ ★ ★ ★

250 funds | Tactical Allocation category



View all funds »



* These Funds have recently experienced negative performance. 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. Please refer to each Fund’s prospectus to determine whether you are eligible to invest in I shares. Consult your financial advisor before investing.

1 As of 1/31/17: EILTX was rated 5 stars for 3 years/254 funds; 5 stars for 5 years/223 funds. EIHYX was rated 5 stars for 3 years/142 funds; 4 stars for 5 years/118 funds; 3 stars for 10 years/83 funds. EMOIX was rated 5 stars for 3 years/254 funds; 4 stars for 5 years/223 funds. EIBSX was rated 4 stars for 3 years/175 funds; 4 stars for 5 years/150 funds. EIHMX was rated 5 stars for 3 years/144 funds; 5 stars for 5 years/132 funds; 2 stars for 10 years/102 funds. EIHIX was rated 5 stars for 3 years/603 funds; 5 stars for 5 years/478 funds; 3 stars for 10 years/320 funds. EIBIX was rated 4 stars for 3 years/603 funds; 4 stars for 5 years/478 funds; 3 stars for 10 years/320 funds. EIFAX was rated 5 stars for 3 years/208 funds; 5 stars for 5 years/157 funds; 5 stars for 10 years/59 funds. EIFHX was rated 4 stars for 3 years/208 funds; 4 stars for 5 years/157 funds; 5 stars for 10 years/59 funds. EIBLX was rated 4 stars for 3 years/208 funds; 3 stars for 5 years/157 funds; 4 stars for 10 years/59 funds. EISMX was rated 5 stars for 3 years/585 funds; 5 stars for 5 years/503 funds; 5 stars for 10 years/371 funds. EIFGX was rated 4 stars for 3 years/1313 funds; 4 stars for 5 years/1162 funds. EIREX was rated 4 stars for 3 years/238 funds; 3 stars for 5 years/208 funds; 4 stars for 10 years/138 funds. ELCIX was rated 4 stars for 3 years/1313 funds; 4 stars for 5 years/1162 fuunds; 3 stars for 10 years/806 funds. EILDX was rated 5 stars for 3 years/102 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/74 funds. EIDOX was rated 5 stars for 3 years/77 funds. EIGOX was rated 5 stars for 3 years/102 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/74 funds. EIBAX was rated 5 stars for 3 years/856 funds; 5 stars for 5 years/750 funds. EIRRX was rated 3 stars for 3 years/191 funds; 5 stars for 5 years/165 funds. EHGIX was rated 5 stars for 3 years/849 funds. EHIIX was rated 4 stars for 3 years/600 funds. EGRIX was rated 5 stars for 3 years/235 funds; 4 stars for 5 years/158 funds. ERBIX was rated 4 stars for 3 years/849 funds; 4 stars for 5 years/675 funds. EIIFX was rated 5 stars for 3 years/722 funds; 4 stars for 5 years/616 funds; 4 stars for 10 years/429 funds. EIEAX was rated 4 stars for 3 years/139 funds; 4 stars for 5 years/125 funds; 4 stars for 10 years/102 funds. EIRAX was rated 4 stars for 3 years/250 funds; 4 stars for 5 years/169 funds.

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 Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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 Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

©Morningstar. 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 are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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.

† Calvert Research and Management is a wholly owned subsidiary of Eaton Vance.

 

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