Lipper Fund Awards 2017 for Eaton Vance and Calvert Funds0

Browse our mutual funds that earned 2017 Thomson Reuters Lipper Fund Awards.

Calvert Ultra-Short Income Fund (CULYX)

10 Years | Out of 21 Ultra-Short Obligation Funds

 

Calvert Global Water Fund (CFWYX)

3 Years | Out of 25 Global Natural Resources Funds

 

Hexavest Global Equity Fund (EHGIX)

3 Years | Out of 14 Global Large-Cap Value Funds

 

Emerging Markets Debt Opportunities Fund (EELDX)

3 Years | Out of 18 Emerging Markets Local Currency Debt Funds

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

3 Years | Out of 61 Intermediate Municipal Debt Funds

 

Short Duration Government Income Fund (EILDX)

3 Years | Out of 25 Short U.S. Government Funds

5 Years | Out of 25 Short U.S. Government Funds

 

Emerging Markets Local Income Fund (EEIIX)

5 Years | Out of 14 Emerging Markets Local Currency Debt Funds

 

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 April 30, 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)*

★ ★ ★ ★ ★

256 funds | Muni National Interm category

 

Municipal Opportunities Fund (EMOIX)

★ ★ ★ ★

256 funds | Muni National Interm category

 

High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★

144 funds | High Yield Muni category

 

TABS Short-Term Municipal Bond Fund (EIBSX)*

★ ★ ★ ★

177 funds | Muni National Short category

 

National Municipal Income Fund (EIHMX)

★ ★ ★ ★

145 funds | Muni National Long category

 

View all funds »

 

Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

599 funds | High Yield Bond category

 

Income Fund of Boston (EIBIX)

★ ★ ★ ★

599 funds | High Yield Bond category

 

Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

205 funds | Bank Loan category

 

Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★ ★

205 funds | Bank Loan category

 

Floating-Rate Fund (EIBLX)

★ ★ ★ ★

205 funds | Bank Loan category

 

View all funds »

 

U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

576 funds | Mid-Cap Growth category

 

Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1301 funds | Large Growth category

 

Growth Fund (ELCIX)

★ ★ ★ ★

1301 funds | Large Growth category

 

Real Estate Fund (EIREX)*

★ ★ ★ ★

233 funds | Real Estate category

 

View all funds »

 

Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

104 funds | Short Government category

 

Emerging Markets Debt Opportunities Fund (EIDOX)

★ ★ ★ ★ ★

81 funds | Emerging-Markets Local-Currency Bond category

 

Government Obligations Fund (EIGOX)

★ ★ ★ ★ ★

104 funds | Short Government category

 

Core Plus Bond Fund (EIBAX)

★ ★ ★ ★ ★

856 funds | Intermediate-Term Bond category

 

Short Duration Real Return Fund (EIRRX)

★ ★ ★ ★ ★

201 funds | Inflation-Protected Bond category

 

View all funds »

 

Global/International

Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★ ★

252 funds | Nontraditional Bond category

 

Hexavest Global Equity Fund (EHGIX)

★ ★ ★ ★

709 funds | World Large Stock category

 

Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

709 funds | World Large Stock category

 

View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★

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

 

Tax-Managed Equity Asset Allocation (EIEAX)

★ ★ ★ ★

140 funds | Allocation - 85%+ Equity category

 

Richard Bernstein All Asset Strategy Fund (EIRAX)

★ ★ ★ ★

248 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.

0 The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. Other share classes may have different performance and expense characteristics. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper awards are not intended to predict future results. For more information, see www.lipperfundawards.com. From Thomson Reuters Lipper Awards, ©2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

1 As of 4/30/17: EILTX was rated 5 stars for 3 years/256 funds; 5 stars for 5 years/222 funds. EMOIX was rated 5 stars for 3 years/256 funds; 4 stars for 5 years/222 funds. EIHYX was rated 4 stars for 3 years/144 funds; 4 stars for 5 years/118 funds; 3 stars for 10 years/85 funds. EIBSX was rated 4 stars for 3 years/177 funds; 4 stars for 5 years/150 funds. EIHMX was rated 5 stars for 3 years/145 funds; 5 stars for 5 years/132 funds; 2 stars for 10 years/102 funds. EIHIX was rated 5 stars for 3 years/599 funds; 5 stars for 5 years/474 funds; 3 stars for 10 years/323 funds. EIBIX was rated 4 stars for 3 years/599 funds; 4 stars for 5 years/474 funds; 3 stars for 10 years/323 funds. EIFAX was rated 5 stars for 3 years/205 funds; 5 stars for 5 years/155 funds; 5 stars for 10 years/61 funds. EIFHX was rated 5 stars for 3 years/205 funds; 4 stars for 5 years/155 funds; 5 stars for 10 years/61 funds. EIBLX was rated 4 stars for 3 years/205 funds; 3 stars for 5 years/155 funds; 4 stars for 10 years/61 funds. EISMX was rated 5 stars for 3 years/576 funds; 5 stars for 5 years/501 funds; 5 stars for 10 years/371 funds. EIFGX was rated 4 stars for 3 years/1301 funds; 4 stars for 5 years/1146 funds. ELCIX was rated 4 stars for 3 years/1301 funds; 4 stars for 5 years/1146 fuunds; 3 stars for 10 years/799 funds. EIREX was rated 3 stars for 3 years/233 funds; 3 stars for 5 years/204 funds; 4 stars for 10 years/139 funds. EILDX was rated 5 stars for 3 years/104 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/73 funds. EIDOX was rated 5 stars for 3 years/81 funds. EIGOX was rated 5 stars for 3 years/104 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/73 funds. EIBAX was rated 5 stars for 3 years/856 funds; 5 stars for 5 years/763 funds. EIRRX was rated 4 stars for 3 years/201 funds; 5 stars for 5 years/167 funds. EGRIX was rated 5 stars for 3 years/252 funds; 5 stars for 5 years/162 funds. EHGIX was rated 4 stars for 3 years/709 funds. ERBIX was rated 3 stars for 3 years/709 funds; 4 stars for 5 years/558 funds. EIIFX was rated 4 stars for 3 years/721 funds; 5 stars for 5 years/619 funds; 3 stars for 10 years/426 funds. EIEAX was rated 4 stars for 3 years/140 funds; 4 stars for 5 years/124 funds; 4 stars for 10 years/101 funds. EIRAX was rated 4 stars for 3 years/248 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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