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Overall Morningstar Ratings1
Browse a select sampling of our I Share mutual funds that have a five- or four-star rating as of December 31, 2018. 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
National Municipal Income Fund (EIHMX)
★ ★ ★ ★ ★
146 funds | Muni National Long category
Municipal Opportunities Fund (EMOIX)
★ ★ ★ ★ ★
259 funds | Muni National Interm category
TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX)
★ ★ ★ ★
259 funds | Muni National Interm category
TABS Short-Term Municipal Bond Fund (EIBSX)
★ ★ ★ ★
180 funds | Muni National Short category
U.S. Equities
Atlanta Capital SMID-Cap Fund (EISMX)2
★ ★ ★ ★ ★
542 funds | Mid-Cap Growth category
Corporate Credit
High Income Opportunities Fund (EIHIX)
★ ★ ★ ★
604 funds | High Yield Bond category
Floating-Rate Advantage Fund (EIFAX)
★ ★ ★ ★ ★
213 funds | Bank Loan category
Floating-Rate & High Income Fund (EIFHX)
★ ★ ★ ★ ★
213 funds | Bank Loan category
★ ★ ★ ★
213 funds | Bank Loan category
Asset Allocation
★ ★ ★ ★
697 funds | Allocation - 50% to 70% Equity category
Richard Bernstein All Asset Strategy Fund (EIRAX)
★ ★ ★ ★
240 funds | Tactical Allocation category
Income
Short Duration Government Income Fund (EILDX)
★ ★ ★ ★ ★
100 funds | Short Government category
Emerging Markets Debt Opportunities Fund (EIDOX)
★ ★ ★ ★ ★
69 funds | Emerging-Markets Local-Currency Bond category
Government Opportunities Fund (EIGOX)
★ ★ ★ ★ ★
100 funds | Short Government category
★ ★ ★ ★ ★
876 funds | Intermediate-Term Bond category
1 As of 12/31/18: EILTX was rated 3 stars for 3 years/259 funds; 5 stars for 5 years/228 funds. EMOIX was rated 4 stars for 4 years/259 funds; 5 stars for 5 years/228 funds. EIBSX was rated 4 stars for 3 years/180 funds; 4 stars for 5 years/162 funds. EIHMX was rated 5 stars for 3 years/146 funds; 5 stars for 5 years/130 funds; 5 stars for 10 years/107 funds. EIHIX was rated 3 stars for 3 years/604 funds; 4 stars for 5 years/507 funds; 5 stars for 10 years/329 funds. EIFAX was rated 5 stars for 3 years/213 funds; 5 stars for 5 years/196 funds; 5 stars for 10 years/81 funds. EIFHX was rated 5 stars for 3 years/213 funds; 5 stars for 5 years/196 funds; 5 stars for 10 years/81 funds. EIBLX was rated 5 stars for 3 years/213 funds; 4 stars for 5 years/196 funds; 4 stars for 10 years/81 funds. EISMX was rated 4 stars for 3 years/542 funds; 5 stars for 5 years/489 funds; 5 stars for 10 years/341 funds. EILDX was rated 5 stars for 3 years/100 funds; 5 stars for 5 years/93 funds; 5 stars for 10 years/68 funds. EIDOX was rated 5 stars for 3 years/69 funds; 5 stars for 5 years/56 funds. EIGOX was rated 4 stars for 3 years/100 funds; 5 stars for 5 years/93 funds; 5 stars for 10 years/68 funds. EIBAX was rated 5 stars for 3 years/876 funds; 5 stars for 5 years/767 funds. EIIFX was rated 3 stars for 3 years/697 funds; 4 stars for 5 years/610 funds; 4 stars for 10 years/440 funds. EIRAX was rated 3 stars for 3 years/240 funds; 4 stars for 5 years/178 funds.
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.
2These shares are not available for new investments.
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.
† Calvert Research and Management is a wholly owned subsidiary of Eaton Vance.
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Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.
This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.
The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.
Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of advisory, administrative and service contracts, and other risks.
All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.
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The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.
By clicking the box below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes).