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Lipper Fund Awards 20181
Browse our mutual funds that earned 2018 Thomson Reuters Lipper Fund Awards.
Short Duration Government Income Fund (EILDX)
3 and 5 Years | Out of 25 Short U.S. Government Funds
Emerging Markets Debt Opportunities Fund (EELDX)
3 Years | Out of 18 Emerging Markets Local Currency Debt Funds
Floating-Rate & High Income Fund (EIFHX)
10 Years | Out of 16 Loan Participation Funds
Short Duration Municipal Opportunities Fund (EMAIX)
3 Years | Out of 21 Short-Intermediate Municipal Debt Funds
Emerging Markets Local Income Fund (EEIIX)
5 Years | Out of 14 Emerging Markets Local Currency Debt Funds
Government Opportunities Fund (EIGOX)
3 and 5 Years | Out of 10 Short-Intermediate U.S. Government Funds
Overall Morningstar Ratings2
Browse a select sampling of our I Share mutual funds that have a five- or four-star rating as of July 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
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)
★ ★ ★ ★
154 funds | High Yield Muni category
TABS Short-Term Municipal Bond Fund (EIBSX)
★ ★ ★ ★
179 funds | Muni National Short category
National Municipal Income Fund (EIHMX)
★ ★ ★ ★
146 funds | Muni National Long category
Corporate Credit
High Income Opportunities Fund (EIHIX)
★ ★ ★ ★ ★
588 funds | High Yield Bond category
★ ★ ★ ★
588 funds | High Yield Bond category
Floating-Rate Advantage Fund (EIFAX)
★ ★ ★ ★ ★
211 funds | Bank Loan category
Floating-Rate & High Income Fund (EIFHX)
★ ★ ★ ★ ★
211 funds | Bank Loan category
★ ★ ★ ★
211 funds | Bank Loan category
Income
Short Duration Government Income Fund (EILDX)
★ ★ ★ ★ ★
102 funds | Short Government category
Emerging Markets Debt Opportunities Fund (EIDOX)
★ ★ ★ ★ ★
67 funds | Emerging-Markets Local-Currency Bond category
Government Opportunities Fund (EIGOX)
★ ★ ★ ★ ★
102 funds | Short Government category
★ ★ ★ ★ ★
894 funds | Intermediate-Term Bond category
Short Duration Inflation-Protected Income Fund (EIRRX)
★ ★ ★ ★
211 funds | Inflation-Protected Bond category
U.S. Equities
Atlanta Capital SMID-Cap Fund (EISMX)3
★ ★ ★ ★ ★
540 funds | Mid-Cap Growth category
★ ★ ★ ★
231 funds | Real Estate category
Global/International
Global Macro Absolute Return Advantage Fund (EGRIX)
★ ★ ★ ★
278 funds | Nontraditional Bond category
Asset Allocation
★ ★ ★ ★
683 funds | Allocation - 50% to 70% Equity category
Richard Bernstein All Asset Strategy Fund (EIRAX)
★ ★ ★ ★
250 funds | Tactical Allocation category
* 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 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. For more information, see lipperalpha.financial.thomsonreuters.com/lipper. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
From Thomson Reuters Lipper Awards, ©2018 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.
Lipper Inc. Rankings are based on percentage change in net asset value with all distributions reinvested and do not take sales charges into consideration. Past performance is no guarantee of future results. It is not possible to invest in a Lipper Classification.
2 As of 7/31/18: EILTX was rated 4 stars for 3 years/256 funds; 5 stars for 5 years/228 funds. EMOIX was rated 5 stars for 3 years/256 funds; 5 stars for 5 years/228 funds. EIHYX was rated 4 stars for 3 years/154 funds; 4 stars for 5 years/126 funds; 3 stars for 10 years/79 funds. EIBSX was rated 4 stars for 3 years/179 funds; 4 stars for 5 years/158 funds. EIHMX was rated 5 stars for 3 years/146 funds; 5 stars for 5 years/128 funds; 3 stars for 10 years/106 funds. EIHIX was rated 4 stars for 3 years/588 funds; 5 stars for 5 years/492 funds; 3 stars for 10 years/327 funds. EIFAX was rated 5 stars for 3 years/211 funds; 5 stars for 5 years/171 funds; 5 stars for 10 years/80 funds. EIFHX was rated 5 stars for 3 years/211 funds; 5 stars for 5 years/171 funds; 4 stars for 10 years/80 funds. EIBLX was rated 5 stars for 3 years/211 funds; 4 stars for 5 years/171 funds; 4 stars for 10 years/80 funds. EISMX was rated 5 stars for 3 years/540 funds; 5 stars for 5 years/479 funds; 5 stars for 10 years/343 funds. EIREX was rated 3 stars for 3 years/231 funds; 4 stars for 5 years/200 funds; 4 stars for 10 years/144 funds. EILDX was rated 5 stars for 3 years/102 funds; 5 stars for 5 years/92 funds; 5 stars for 10 years/69 funds. EIDOX was rated 5 stars for 3 years/67 funds; 5 stars for 5 years/57 funds. EIGOX was rated 4 stars for 3 years/102 funds; 5 stars for 5 years/92 funds; 5 stars for 10 years/69 funds. EIBAX was rated 5 stars for 3 years/894 funds; 5 stars for 5 years/786 funds. EIRRX was rated 5 stars for 3 years/211 funds; 4 stars for 5 years/179 funds. EGRIX was rated 3 stars for 3 years/278 funds; 4 stars for 5 years/171 funds. EIIFX was rated 3 stars for 3 years/683 funds; 5 stars for 5 years/621 funds; 3 stars for 10 years/439 funds. EIRAX was rated 4 stars for 3 years/250 funds; 4 stars for 5 years/185 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.
3These 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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