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    • Mutual Funds
    • Eaton Vance
    • Parametric
    • Calvert
    • Closed-End Funds & Term Trusts
    • Equity
    • Income
    • Alternative
    • Domestic Equity
    • Equity Income
    • Global/International Equity
    • Multi-Asset
    • Tax-Managed Equity
    • Atlanta Capital Focused Growth Fund
    • Atlanta Capital Select Equity Fund
    • Atlanta Capital SMID-Cap Fund
    • Focused Growth Opportunities Fund
    • Focused Value Opportunities Fund
    • Growth Fund
    • Large-Cap Value Fund
    • Small-Cap Fund
    • Special Equities Fund
    • Stock Fund
    • Dividend Builder Fund
    • Global Income Builder Fund
    • Tax-Managed Global Dividend Income Fund
    • Emerging and Frontier Countries Equity Fund
    • Focused Global Opportunities Fund
    • Global Small-Cap Equity Fund
    • Greater China Growth Fund
    • Greater India Fund
    • International Small-Cap Fund
    • Richard Bernstein Equity Strategy Fund
    • Worldwide Health Sciences Fund
    • Balanced Fund
    • Richard Bernstein All Asset Strategy Fund
    • Tax-Managed Equity Asset Allocation Fund
    • Tax-Managed Growth Fund 1.0
    • Tax-Managed Growth Fund 1.1
    • Tax-Managed Growth Fund 1.2
    • Tax-Managed Multi-Cap Growth Fund
    • Tax-Managed Small-Cap Fund
    • Tax-Managed Value Fund
    • Taxable Income
    • Municipal Income - National
    • Municipal Income - State
    • Core Bond Fund
    • Emerging Markets Debt Opportunities Fund
    • Emerging Markets Local Income Fund
    • Floating-Rate & High Income Fund
    • Floating-Rate Advantage Fund
    • Floating-Rate Fund
    • Global Bond Fund
    • Government Opportunities Fund
    • High Income Opportunities Fund
    • Income Fund of Boston
    • Multi-Asset Credit Fund
    • Short Duration Government Income Fund
    • Short Duration High Income Fund
    • Short Duration Inflation-Protected Income Fund
    • Short Duration Strategic Income Fund
    • Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund)
    • AMT-Free Municipal Income Fund
    • High Yield Municipal Income Fund
    • Municipal Opportunities Fund
    • National Limited Maturity Municipal Income Fund
    • National Municipal Income Fund
    • National Ultra-Short Municipal Income Fund
    • Short Duration Municipal Opportunities Fund
    • Taxable Municipal Bond Fund
    • Arizona Municipal Income Fund
    • California Municipal Opportunities Fund
    • Connecticut Municipal Income Fund
    • Georgia Municipal Income Fund
    • Maryland Municipal Income Fund
    • Massachusetts Municipal Income Fund
    • Minnesota Municipal Income Fund
    • Missouri Municipal Income Fund
    • New Jersey Municipal Income Fund
    • New York Municipal Income Fund
    • New York Municipal Opportunities Fund
    • North Carolina Municipal Income Fund
    • Ohio Municipal Income Fund
    • Oregon Municipal Income Fund
    • Pennsylvania Municipal Income Fund
    • South Carolina Municipal Income Fund
    • Virginia Municipal Income Fund
    • Global Macro Absolute Return Advantage Fund
    • Global Macro Absolute Return Fund
    • Equity
    • Tax Advantaged/Municipal Income
    • Alternative
    • Tax-Managed Equity
    • Equity Income
    • Global/International Equity
    • Parametric Tax-Managed Emerging Markets Fund
    • Parametric Tax-Managed International Equity Fund
    • Parametric Dividend Income Fund
    • Parametric Emerging Markets Fund
    • Parametric International Equity Fund
    • Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund
    • Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund
    • Parametric TABS Intermediate-Term Municipal Bond Fund
    • Parametric TABS Short-Term Municipal Bond Fund
    • Parametric Commodity Strategy Fund
    • Parametric Volatility Risk Premium - Defensive Fund
    • Active Equity
    • Research Index Funds
    • Income
    • Multi-Asset
    • Domestic Equity
    • Global/International Equity
    • Calvert Equity Fund
    • Calvert Focused Value Fund
    • Calvert Mid-Cap Fund
    • Calvert Small-Cap Fund
    • Calvert Emerging Markets Advancement Fund
    • Calvert Emerging Markets Equity Fund
    • Calvert Global Real Estate Fund
    • Calvert International Equity Fund
    • Calvert International Opportunities Fund
    • Domestic Equity
    • Global/International Equity
    • Calvert US Large-Cap Core Responsible Index Fund
    • Calvert US Large-Cap Growth Responsible Index Fund
    • Calvert US Large-Cap Value Responsible Index Fund
    • Calvert US Mid-Cap Core Responsible Index Fund
    • Calvert Global Energy Solutions Fund
    • Calvert Global Water Fund
    • Calvert International Responsible Index Fund
    • Taxable Income
    • Tax Advantaged/Municipal Income
    • Calvert Bond Fund
    • Calvert Core Bond Fund (formerly Calvert Long-Term Income Fund)
    • Calvert Flexible Bond Fund
    • Calvert Floating-Rate Advantage Fund
    • Calvert Green Bond Fund
    • Calvert High Yield Bond Fund
    • Calvert Income Fund
    • Calvert Mortgage Access Fund
    • Calvert Short Duration Income Fund
    • Calvert Ultra-Short Duration Income Fund
    • Calvert Responsible Municipal Income Fund
    • Calvert Balanced Fund
    • Calvert Conservative Allocation Fund
    • Calvert Growth Allocation Fund
    • Calvert Moderate Allocation Fund
    • Equity
    • Income
    • Term Trusts
    • Domestic Equity
    • Global/International Equity
    • Enhanced Equity Income Fund
    • Enhanced Equity Income Fund II
    • Risk-Managed Diversified Equity Income Fund
    • Tax-Advantaged Dividend Income Fund
    • Tax-Managed Buy-Write Income Fund
    • Tax-Managed Buy-Write Opportunities Fund
    • Tax-Managed Buy-Write Strategy Fund
    • Tax-Managed Diversified Equity Income Fund
    • Tax-Advantaged Global Dividend Income Fund
    • Tax-Advantaged Global Dividend Opportunities Fund
    • Tax-Managed Global Buy-Write Opportunities Fund
    • Tax-Managed Global Diversified Equity Income Fund
    • Taxable Income
    • Municipal Income - National
    • Municipal Income - State
    • Floating-Rate Income Trust
    • Limited Duration Income Fund
    • Senior Floating-Rate Trust
    • Senior Income Trust
    • Short Duration Diversified Income Fund
    • Municipal Bond Fund
    • Municipal Income Trust
    • National Municipal Opportunities Trust
    • California Municipal Bond Fund
    • California Municipal Income Trust
    • New York Municipal Bond Fund
    • Municipal Income 2028 Term Trust
    • ENX New York Municipal Bond Fund
    • EVN Municipal Income Trust
    • ETV Tax-Managed Buy-Write Opportunities Fund
    • EOS Enhanced Equity Income Fund II
    • EOI Enhanced Equity Income Fund
    • ETW Tax-Managed Global Buy-Write Opportunities Fund
    • EIM Municipal Bond Fund
    • EXD Tax-Managed Buy-Write Strategy Fund
    • ETY Tax-Managed Diversified Equity Income Fund
    • EFR Senior Floating-Rate Trust
    • EVF Senior Income Trust
    • ETB Tax-Managed Buy-Write Income Fund
    • EVM California Municipal Bond Fund
    • EVG Short Duration Diversified Income Fund
    • EFT Floating-Rate Income Trust
    • ETJ Risk-Managed Diversified Equity Income Fund
    • EXG Tax-Managed Global Diversified Equity Income Fund
    • EOT National Municipal Opportunities Trust
    • CEV California Municipal Income Trust
    • EVV Limited Duration Income Fund
    • ETX Municipal Income 2028 Term Trust
    • CGEIX Calvert Global Real Estate Fund (I)
    • CGRAX Calvert Global Real Estate Fund (A)
    • EAASX Atlanta Capital SMID-Cap Fund (A)
    • EICAX California Municipal Opportunities Fund (I)
    • EACAX California Municipal Opportunities Fund (A)
    • ECASX Atlanta Capital SMID-Cap Fund (C)
    • ECCAX California Municipal Opportunities Fund (C)
    • ECCTX Connecticut Municipal Income Fund (C)
    • EIAZX Arizona Municipal Income Fund (I)
    • ECAZX Arizona Municipal Income Fund (C)
    • EICTX Connecticut Municipal Income Fund (I)
    • ETAZX Arizona Municipal Income Fund (A)
    • ETCTX Connecticut Municipal Income Fund (A)
    • EISMX Atlanta Capital SMID-Cap Fund (I)
    • ERSMX Atlanta Capital SMID-Cap Fund (R)
    • ERASX Atlanta Capital SMID-Cap Fund (R6)
    • CGAEX Calvert Global Energy Solutions Fund (A)
    • CLAIX Calvert Moderate Allocation Fund (I)
    • CAAAX Calvert Growth Allocation Fund (A)
    • CFWCX Calvert Global Water Fund (C)
    • CMAAX Calvert Moderate Allocation Fund (A)
    • CAEIX Calvert Global Energy Solutions Fund (I)
    • CFAIX Calvert Conservative Allocation Fund (I)
    • CAACX Calvert Growth Allocation Fund (C)
    • CAGIX Calvert Growth Allocation Fund (I)
    • CALCX Calvert Conservative Allocation Fund (C)
    • CFWIX Calvert Global Water Fund (I)
    • CCLAX Calvert Conservative Allocation Fund (A)
    • CFORX Calvert Floating-Rate Advantage Fund (R6)
    • CFOAX Calvert Floating-Rate Advantage Fund (A)
    • CFOIX Calvert Floating-Rate Advantage Fund (I)
    • CMACX Calvert Moderate Allocation Fund (C)
    • CFWAX Calvert Global Water Fund (A)
    • CGACX Calvert Global Energy Solutions Fund (C)
    • CAMRX Calvert Moderate Allocation Fund (R6)
    • CAARX Calvert Conservative Allocation Fund (R6)
    • CGARX Calvert Growth Allocation Fund (R6)
    • ECSIX Short Duration Strategic Income Fund (C)
    • ECPAX Pennsylvania Municipal Income Fund (C)
    • ECNJX New Jersey Municipal Income Fund (C)
    • ETSIX Short Duration Strategic Income Fund (A)
    • ENYIX New York Municipal Opportunities Fund (I)
    • ETIIX Parametric TABS Intermediate-Term Municipal Bond Fund (I)
    • ECTGX Tax-Managed Growth Fund 1.1 (C)
    • EGRRX Global Macro Absolute Return Advantage Fund (R)
    • ECEMX Parametric Emerging Markets Fund (C)
    • EIISX Parametric International Equity Fund (I)
    • EIMDX Maryland Municipal Income Fund (I)
    • EINYX New York Municipal Income Fund (I)
    • ETIGX Parametric Tax-Managed International Equity Fund (A)
    • ECEAX Tax-Managed Equity Asset Allocation Fund (C)
    • ERSIX Short Duration Strategic Income Fund (R)
    • EAGCX Atlanta Capital Focused Growth Fund (C)
    • EELDX Emerging Markets Debt Opportunities Fund (R6)
    • ETTGX Tax-Managed Growth Fund 1.1 (A)
    • EINCX North Carolina Municipal Income Fund (I)
    • EAIIX Global Bond Fund (A)
    • EAEAX Tax-Managed Equity Asset Allocation Fund (A)
    • ECIGX Parametric Tax-Managed International Equity Fund (C)
    • ECSCX South Carolina Municipal Income Fund (C)
    • ETPAX Pennsylvania Municipal Income Fund (A)
    • CAPEX Tax-Managed Growth Fund 1.0
    • EILGX Atlanta Capital Focused Growth Fund (I)
    • EDICX Global Income Builder Fund (C)
    • ECTMX Dividend Builder Fund (C)
    • ECGAX Georgia Municipal Income Fund (C)
    • EINJX New Jersey Municipal Income Fund (I)
    • EGIIX Greater India Fund (I)
    • EITEX Parametric Tax-Managed Emerging Markets Fund (I)
    • EITMX Tax-Managed Growth Fund 1.1 (I)
    • EEICX Emerging Markets Local Income Fund (C)
    • EZNYX New York Municipal Opportunities Fund (C)
    • EVTMX Dividend Builder Fund (A)
    • EITAX Parametric TABS Intermediate-Term Municipal Bond Fund (A)
    • ETMDX Maryland Municipal Income Fund (A)
    • ETNJX New Jersey Municipal Income Fund (A)
    • EITIX Parametric Tax-Managed International Equity Fund (I)
    • ECMMX Massachusetts Municipal Income Fund (C)
    • EDIRX Global Income Builder Fund (R)
    • EIMAX Massachusetts Municipal Income Fund (I)
    • EILDX Short Duration Government Income Fund (I)
    • EALDX Short Duration Government Income Fund (A)
    • ECGOX Government Opportunities Fund (C)
    • ECFAX Floating-Rate Advantage Fund (C)
    • EITCX Parametric TABS Intermediate-Term Municipal Bond Fund (C)
    • ECGIX Greater India Fund (C)
    • EEIAX Emerging Markets Local Income Fund (A)
    • ETGAX Georgia Municipal Income Fund (A)
    • ECNCX North Carolina Municipal Income Fund (C)
    • ETMNX Minnesota Municipal Income Fund (A)
    • EISCX South Carolina Municipal Income Fund (I)
    • ETOHX Ohio Municipal Income Fund (A)
    • EGRIX Global Macro Absolute Return Advantage Fund (I)
    • EIORX Oregon Municipal Income Fund (I)
    • ETMOX Missouri Municipal Income Fund (A)
    • EAALX Atlanta Capital Focused Growth Fund (A)
    • ETNYX New York Municipal Income Fund (A)
    • ECORX Oregon Municipal Income Fund (C)
    • ERGOX Government Opportunities Fund (R)
    • EIFAX Floating-Rate Advantage Fund (I)
    • EIGOX Government Opportunities Fund (I)
    • EAFAX Floating-Rate Advantage Fund (A)
    • EVGOX Government Opportunities Fund (A)
    • EVFAX Floating-Rate Advantage Fund (Advisers)
    • EDIAX Global Income Builder Fund (A)
    • EALTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (A)
    • EILTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (I)
    • EIERX Stock Fund (I)
    • EAERX Stock Fund (A)
    • ETMAX Massachusetts Municipal Income Fund (A)
    • ECBSX Parametric TABS Short-Term Municipal Bond Fund (C)
    • EIOHX Ohio Municipal Income Fund (I)
    • ECMOX Missouri Municipal Income Fund (C)
    • ETORX Oregon Municipal Income Fund (A)
    • EIGAX Georgia Municipal Income Fund (I)
    • ESIIX Short Duration Strategic Income Fund (I)
    • EIMNX Minnesota Municipal Income Fund (I)
    • ETNCX North Carolina Municipal Income Fund (A)
    • EEIIX Emerging Markets Local Income Fund (I)
    • ECMNX Minnesota Municipal Income Fund (C)
    • ECNYX New York Municipal Income Fund (C)
    • EABSX Parametric TABS Short-Term Municipal Bond Fund (A)
    • EASCX South Carolina Municipal Income Fund (A)
    • EIBSX Parametric TABS Short-Term Municipal Bond Fund (I)
    • EDIIX Global Income Builder Fund (I)
    • EIMOX Missouri Municipal Income Fund (I)
    • EGRAX Global Macro Absolute Return Advantage Fund (A)
    • ETGIX Greater India Fund (A)
    • ECLTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (C)
    • ECERX Stock Fund (C)
    • ECLDX Short Duration Government Income Fund (C)
    • ECOHX Ohio Municipal Income Fund (C)
    • ECMDX Maryland Municipal Income Fund (C)
    • EIEMX Parametric Emerging Markets Fund (I)
    • EAEMX Parametric Emerging Markets Fund (A)
    • EGRCX Global Macro Absolute Return Advantage Fund (C)
    • EVBLX Floating-Rate Fund (A)
    • EAISX Parametric International Equity Fund (A)
    • EABLX Floating-Rate Fund (Advisers)
    • EIUTX Dividend Builder Fund (I)
    • EIBLX Floating-Rate Fund (I)
    • EIIMX Global Bond Fund (I)
    • EXNYX New York Municipal Opportunities Fund (A)
    • EIPAX Pennsylvania Municipal Income Fund (I)
    • ECIMX Global Bond Fund (C)
    • ECBLX Floating-Rate Fund (C)
    • ECRAX Richard Bernstein All Asset Strategy Fund (C)
    • EIRAX Richard Bernstein All Asset Strategy Fund (I)
    • EARAX Richard Bernstein All Asset Strategy Fund (A)
    • EICOX Emerging and Frontier Countries Equity Fund (I)
    • ESISX Parametric International Equity Fund (R6)
    • ERISX Parametric International Equity Fund (R)
    • CEYRX Calvert Equity Fund (R6)
    • EILBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (I)
    • EALBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (A)
    • ECLBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (C)
    • EACOX Emerging and Frontier Countries Equity Fund (A)
    • EIEAX Tax-Managed Equity Asset Allocation Fund (I)
    • EIDOX Emerging Markets Debt Opportunities Fund (I)
    • EADOX Emerging Markets Debt Opportunities Fund (A)
    • EIPDX Parametric Dividend Income Fund (I)
    • EAPDX Parametric Dividend Income Fund (A)
    • EREMX Parametric Emerging Markets Fund (R6)
    • CSVIX Calvert Small-Cap Fund (I)
    • CWVIX Calvert International Equity Fund (I)
    • CWVGX Calvert International Equity Fund (A)
    • CSCCX Calvert Small-Cap Fund (C)
    • CCVAX Calvert Small-Cap Fund (A)
    • CVMIX Calvert Emerging Markets Equity Fund (I)
    • CCACX Calvert Mid-Cap Fund (C)
    • CCPIX Calvert Mid-Cap Fund (I)
    • CSECX Calvert Equity Fund (C)
    • CWVCX Calvert International Equity Fund (C)
    • CCAFX Calvert Mid-Cap Fund (A)
    • CEYIX Calvert Equity Fund (I)
    • CVMAX Calvert Emerging Markets Equity Fund (A)
    • CSIEX Calvert Equity Fund (A)
    • COIIX Calvert International Opportunities Fund (I)
    • EFGIX Focused Global Opportunities Fund (I)
    • ESBLX Floating-Rate Fund (R6)
    • CIOAX Calvert International Opportunities Fund (A)
    • CVMCX Calvert Emerging Markets Equity Fund (C)
    • COICX Calvert International Opportunities Fund (C)
    • EGRSX Global Macro Absolute Return Advantage Fund (R6)
    • CVMRX Calvert Emerging Markets Equity Fund (R6)
    • CIESX Calvert International Equity Fund (R6)
    • CALRX Calvert Small-Cap Fund (R6)
    • COIRX Calvert International Opportunities Fund (R6)
    • EFRRX Floating-Rate Advantage Fund (R6)
    • CEFAX Calvert Emerging Markets Advancement Fund (A)
    • CEFIX Calvert Emerging Markets Advancement Fund (I)
    • EIMBX Taxable Municipal Bond Fund (I)
    • EAMBX Taxable Municipal Bond Fund (A)
    • EASDX Short Duration Government Income Fund (Advisers)
    • EFGAX Focused Global Opportunities Fund (A)
    • CRFIX Calvert Focused Value Fund (I)
    • CRFAX Calvert Focused Value Fund (A)
    • EIDIX Tax-Managed Global Dividend Income Fund (I)
    • ETEGX Small-Cap Fund (A)
    • EHSTX Large-Cap Value Fund (A)
    • EICGX Greater China Growth Fund (I)
    • EILMX National Ultra-Short Municipal Income Fund (I)
    • EIHIX High Income Opportunities Fund (I)
    • EVAIX Virginia Municipal Income Fund (I)
    • EXTGX Tax-Managed Growth Fund 1.2 (A)
    • EIBIX Income Fund of Boston (I)
    • ETMBX AMT-Free Municipal Income Fund (A)
    • ECDIX Tax-Managed Global Dividend Income Fund (C)
    • EVCGX Greater China Growth Fund (A)
    • ECCPX Tax-Managed Multi-Cap Growth Fund (C)
    • EIFHX Floating-Rate & High Income Fund (I)
    • ECSMX Small-Cap Fund (C)
    • EAFHX Floating-Rate & High Income Fund (Advisers)
    • EAFVX Focused Value Opportunities Fund (A)
    • EIFVX Focused Value Opportunities Fund (I)
    • ECFVX Focused Value Opportunities Fund (C)
    • EMOAX Municipal Opportunities Fund (A)
    • EIFGX Focused Growth Opportunities Fund (I)
    • EAFGX Focused Growth Opportunities Fund (A)
    • EMOIX Municipal Opportunities Fund (I)
    • ECFGX Focused Growth Opportunities Fund (C)
    • EISEX Special Equities Fund (I)
    • ERHSX Worldwide Health Sciences Fund (R)
    • ESVCX Global Small-Cap Equity Fund (C)
    • ECMBX AMT-Free Municipal Income Fund (C)
    • ETVAX Virginia Municipal Income Fund (A)
    • EINAX National Limited Maturity Municipal Income Fund (I)
    • EANAX National Municipal Income Fund (A)
    • EIHMX National Municipal Income Fund (I)
    • EIHSX Worldwide Health Sciences Fund (I)
    • ECHSX Worldwide Health Sciences Fund (C)
    • ELCRX Growth Fund (R)
    • ECSEX Special Equities Fund (C)
    • EISGX Small-Cap Fund (I)
    • ECHMX National Municipal Income Fund (C)
    • ERSGX Small-Cap Fund (R)
    • EXFLX National Ultra-Short Municipal Income Fund (A)
    • EVMBX AMT-Free Municipal Income Fund (I)
    • ETHIX High Income Opportunities Fund (A)
    • EXNAX National Limited Maturity Municipal Income Fund (A)
    • EVFHX Floating-Rate & High Income Fund (A)
    • EVSEX Special Equities Fund (A)
    • EITVX Tax-Managed Value Fund (I)
    • ERBIX Richard Bernstein Equity Strategy Fund (I)
    • ECSTX Large-Cap Value Fund (C)
    • ESVAX Global Small-Cap Equity Fund (A)
    • EATVX Tax-Managed Value Fund (A)
    • ETMGX Tax-Managed Small-Cap Fund (A)
    • ECTVX Tax-Managed Value Fund (C)
    • EXMAX Short Duration Municipal Opportunities Fund (A)
    • EZTGX Tax-Managed Growth Fund 1.2 (C)
    • ERSTX Large-Cap Value Fund (R)
    • ECVAX Virginia Municipal Income Fund (C)
    • ELCIX Growth Fund (I)
    • EILVX Large-Cap Value Fund (I)
    • ESVIX Global Small-Cap Equity Fund (I)
    • EZMAX Short Duration Municipal Opportunities Fund (C)
    • EALCX Growth Fund (A)
    • ECIBX Income Fund of Boston (C)
    • EMAIX Short Duration Municipal Opportunities Fund (I)
    • ECMGX Tax-Managed Small-Cap Fund (C)
    • ECLCX Growth Fund (C)
    • EIMGX Tax-Managed Small-Cap Fund (I)
    • EVIBX Income Fund of Boston (A)
    • EACPX Tax-Managed Multi-Cap Growth Fund (A)
    • ERBAX Richard Bernstein Equity Strategy Fund (A)
    • EZNAX National Limited Maturity Municipal Income Fund (C)
    • ERIBX Income Fund of Boston (R)
    • ECFHX Floating-Rate & High Income Fund (C)
    • ECHIX High Income Opportunities Fund (C)
    • ECCGX Greater China Growth Fund (C)
    • ETHSX Worldwide Health Sciences Fund (A)
    • ERBCX Richard Bernstein Equity Strategy Fund (C)
    • EITGX Tax-Managed Growth Fund 1.2 (I)
    • EADIX Tax-Managed Global Dividend Income Fund (A)
    • ESFHX Floating-Rate & High Income Fund (R6)
    • CSXRX Calvert US Large-Cap Core Responsible Index Fund (R6)
    • EAAMX Multi-Asset Credit Fund (A)
    • EIAMX Multi-Asset Credit Fund (I)
    • ECAMX Multi-Asset Credit Fund (C)
    • ESHIX Short Duration High Income Fund (I)
    • ESHAX Short Duration High Income Fund (A)
    • EMOCX Municipal Opportunities Fund (C)
    • ESECX Atlanta Capital Select Equity Fund (C)
    • ERLVX Large-Cap Value Fund (R6)
    • EIBRX Income Fund of Boston (R6)
    • ESEAX Atlanta Capital Select Equity Fund (A)
    • ESEIX Atlanta Capital Select Equity Fund (I)
    • CYBIX Calvert High Yield Bond Fund (I)
    • CTTLX Calvert Responsible Municipal Income Fund (A)
    • CSXCX Calvert US Large-Cap Core Responsible Index Fund (C)
    • CYBAX Calvert High Yield Bond Fund (A)
    • CMJIX Calvert US Mid-Cap Core Responsible Index Fund (I)
    • CMJAX Calvert US Mid-Cap Core Responsible Index Fund (A)
    • CSXAX Calvert US Large-Cap Core Responsible Index Fund (A)
    • CHBCX Calvert High Yield Bond Fund (C)
    • CTTCX Calvert Responsible Municipal Income Fund (C)
    • CISIX Calvert US Large-Cap Core Responsible Index Fund (I)
    • EILIX International Small-Cap Fund (I)
    • EILAX International Small-Cap Fund (A)
    • CDHAX Calvert International Responsible Index Fund (A)
    • CDHIX Calvert International Responsible Index Fund (I)
    • ESERX Atlanta Capital Select Equity Fund (R6)
    • CGJAX Calvert US Large-Cap Growth Responsible Index Fund (A)
    • CFJAX Calvert US Large-Cap Value Responsible Index Fund (A)
    • CTTIX Calvert Responsible Municipal Income Fund (I)
    • CGJIX Calvert US Large-Cap Growth Responsible Index Fund (I)
    • CFJIX Calvert US Large-Cap Value Responsible Index Fund (I)
    • EIVPX Parametric Volatility Risk Premium - Defensive Fund (I)
    • CDHRX Calvert International Responsible Index Fund (R6)
    • CYBRX Calvert High Yield Bond Fund (R6)
    • ERAMX Multi-Asset Credit Fund (R6)
    • EAMLX National Ultra-Short Municipal Income Fund (Advisers)
    • CMCRX Calvert US Mid-Cap Core Responsible Index Fund (R6)
    • CLGRX Calvert US Large-Cap Growth Responsible Index Fund (R6)
    • CLVRX Calvert US Large-Cap Value Responsible Index Fund (R6)
    • CMMIX Calvert Mortgage Access Fund (I)
    • CMMAX Calvert Mortgage Access Fund (A)
    • ETHYX High Yield Municipal Income Fund (A)
    • EIHYX High Yield Municipal Income Fund (I)
    • ECHYX High Yield Municipal Income Fund (C)
    • EWHYX High Yield Municipal Income Fund (W)
    • EAGMX Global Macro Absolute Return Fund (A)
    • ECGMX Global Macro Absolute Return Fund (C)
    • ERGMX Global Macro Absolute Return Fund (R)
    • EIGMX Global Macro Absolute Return Fund (I)
    • EGMSX Global Macro Absolute Return Fund (R6)
    • EIPCX Parametric Commodity Strategy Fund (I)
    • EAPCX Parametric Commodity Strategy Fund (A)
    • EBABX Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (A)
    • EIBAX Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)
    • EIGIX Core Bond Fund (I)
    • ECIFX Balanced Fund (C)
    • EVT Tax-Advantaged Dividend Income Fund
    • ETG Tax-Advantaged Global Dividend Income Fund
    • ECRRX Short Duration Inflation-Protected Income Fund (C)
    • EAGIX Core Bond Fund (A)
    • EARRX Short Duration Inflation-Protected Income Fund (A)
    • EIRRX Short Duration Inflation-Protected Income Fund (I)
    • ECBAX Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (C)
    • EVIFX Balanced Fund (A)
    • ETO Tax-Advantaged Global Dividend Opportunities Fund
    • CULRX Calvert Ultra-Short Duration Income Fund (R6)
    • CBORX Calvert Bond Fund (R6)
    • EIIFX Balanced Fund (I)
    • CINCX Calvert Income Fund (I)
    • CLDIX Calvert Core Bond Fund (formerly Calvert Long-Term Income Fund) (I)
    • CSDAX Calvert Short Duration Income Fund (A)
    • CUBIX Calvert Flexible Bond Fund (I)
    • CULIX Calvert Ultra-Short Duration Income Fund (I)
    • CGAFX Calvert Green Bond Fund (A)
    • CULAX Calvert Ultra-Short Duration Income Fund (A)
    • CFICX Calvert Income Fund (A)
    • CIFCX Calvert Income Fund (C)
    • CSIFX Calvert Balanced Fund (A)
    • CUBCX Calvert Flexible Bond Fund (C)
    • CSGCX Calvert Balanced Fund (C)
    • CUBAX Calvert Flexible Bond Fund (A)
    • CGBIX Calvert Green Bond Fund (I)
    • CLDAX Calvert Core Bond Fund (formerly Calvert Long-Term Income Fund) (A)
    • CBDIX Calvert Bond Fund (I)
    • CDSIX Calvert Short Duration Income Fund (I)
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Eaton Vance Parametric
Concentrated Stock Position Calculator

Your investment decisions. Your tax consequences.

Making smart investment decisions requires understanding the resulting tax consequences, which vary based on your income level, where in the U.S. you live and the type of investment return.

Tax Forward 365
 

How should I deal with concentrated stock positions?

Many successful investors hold portfolios that are too heavily concentrated in a single stock. Sometimes the stock that dominates a portfolio is that of a current or former employer. In other cases, the oversized holding was acquired through a merger or acquisition. Or the stock may have achieved its dominant position simply by outperforming other holdings over time.

Whatever the background, investors with concentrated stock positions face the risk that a change in the fortunes of a single company could jeopardize their financial well-being. Lehman Brothers, Enron and other prominent failures of recent decades remind investors that no company, no matter how strong or well-positioned it may seem, is immune from risk. Most financial advisors therefore recommend that clients restrict single-stock positions to prudent limits, typically not more than 10% of portfolio value.

For taxpaying investors, the biggest impediment to diversifying low-cost stock is often capital gains taxes. Selling low-cost stock from a taxable account involves a tradeoff between the known upfront tax and transaction costs and the uncertain future benefits of risk reduction. For many investors, capital gains taxes (including state and local taxes) of up to 37% of the value of their investment may seem too high a price to pay for diversification.

There are ways other than a taxable sale of stock by which you can address the risk of concentrated stock positions. In evaluating your options, you may want to consider the information below.



Swipe

Concentrated Stock Position Calculator

First, let's calculate the total amount of capital gains taxes you would pay if you sold your stock position today.


Max: $200,000.00
Max: 2,000,000
Max: $1,000.00
The current market value of your stock position is 0.0.
Based on your income level and where you live, your combined federal, state and local long-term capital gains tax rate1 is . Your short-term capital gains would be .

If you liquidated2 your stock position today, you would pay

0.0
in capital gains taxes.

TO RECOVER THE AMOUNT OF TAXES PAID, YOU WOULD NEED TO REALIZE A RETURN OF

0.0
to get back to where you started.

Next, let's consider the impact of capital gains taxes on your net portfolio returns over the long term.


DO YOU PLAN TO HOLD THE REPLACEMENT INVESTMENTS UNTIL YOU DIE?
Years Max: 55
Years Max: 100
% Max: 20%

If you liquidate your concentrated stock position today, pay capital gains taxes and reinvest your net proceeds into a replacement portfolio:3

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN FOR 0 YEARS, YOUR PORTFOLIO VALUE AT THE END OF YOUR HOLDING PERIOD WOULD BE

0.0

IF YOU THEN LIQUIDATE2, 3 AND PAY CAPITAL GAINS TAXES AT THE RATES THAT NOW APPLY TO YOU, YOUR NET PROCEEDS WOULD BE

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN OVER YOUR ACTUARIAL LIFE EXPECTANCY,5 THE NET VALUE OF THE PORTFOLIO TO YOUR ESTATE6 WOULD BE

0.0

If you could diversify your concentrated stock position today without incurring capital gains taxes:4

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN FOR 0 YEARS, YOUR PORTFOLIO VALUE AT THE END OF YOUR HOLDING PERIOD WOULD BE

0.0

IF YOU THEN LIQUIDATE2, 4 AND PAY CAPITAL GAINS TAXES AT THE RATES THAT NOW APPLY TO YOU, YOUR NET PROCEEDS WOULD BE

...AND ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN OVER YOUR ACTUARIAL LIFE EXPECTANCY,5 THE NET VALUE OF THE PORTFOLIO TO YOUR ESTATE6 WOULD BE

0.0

That’s a difference of $1,296,796.

Diversifying your concentrated stock position on a tax-deferred basis would enable you to increase the net liquidation proceeds at the end of your holding period by XX.XX%.

Parametric and Eaton Vance are positioned to help advisors address the most significant issues facing their leading clients. Learn more about our wealth strategies for concentrated stock.

Print Concentrated Stock Position Calculator Results

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The output of this calculator is for educational purposes only and should not be considered investment, legal or tax advice. It is intended for use by U.S. individual taxpayers resident in the 50 states or the District of Columbia, and is not applicable to trusts, estates, corporations or persons subject to special rules under federal, state or local income tax laws. The indicated capital gains tax treatment applies to positions in securities held outside qualified retirement plans and other tax-deferred or tax-exempt investment vehicles. The output is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions.

For more individualized information, you should consult your tax advisor or investment professional. You bear sole responsibility for any decisions you make based on the output of this calculator. The calculator makes certain assumptions that may not apply to you. The calculator has many inherent limitations, and individual results may vary.

Indicated tax rates are those in effect for as updated . Indicated rates are the combined net federal, state and local income tax and net investment income (NII) tax rates that apply to an incremental dollar of your long-term capital gains (LTCGs), which may vary from your average tax rate for LTCG. The displayed LTCG tax rates have been rounded to the nearest hundredth of a percent.

Diversification does not assure a profit or prevent against loss.

A Taxable income is your annual gross income for federal tax purposes, less adjustments and the federal deductions you claim (standard or itemized).

B The "Married Filing Separately" and "Qualifying Widow(er)" filing status are not given as options on this calculator, but may apply to you. Tax rates for qualifying widow(er)s are the same as indicated for “Married Filing Jointly.”

1 Long-term capital gains (LTCGs) are gains recognized on the taxable disposition of a capital asset held for more than one year. LTCGs are generally subject to federal income tax at rates up to 20% (plus the NII tax that applies – see below); higher LTCG rates apply to collectibles, section 1202 qualified small business stock and section 1250 real property, the effect of which is not shown here. This analysis does not consider the federal alternative minimum tax (AMT) or take into account the deduction for state and local taxes paid (limited to $10,000 annually) that is available if you itemize deductions.

The calculation of your total LTCG tax rate assumes that your taxable income for state tax purposes equals your federal taxable income. Material variations could cause your total LTCG tax rate to be overstated or understated. This analysis ignores the AMT imposed by certain states (CA, CO, CT, IA and MN), the limited deduction for federal income taxes paid that is available in certain states (MO, MT and OR) and the limited itemized deduction for state and local income taxes paid that is available in certain states (AZ, GA, HI, MO and ND). Indicated total LTCG tax rates for AL and IA are net of the deduction for federal taxes paid that are available in those states.

In most states, LTCGs are taxed at the same rates as ordinary investment income. Certain states exclude a portion of LTCG from taxable income: AR (50%); AZ (25%, only for assets acquired after 12/31/11); ND (40%); NM (40%); SC (44%); and WI (30%), the benefits of which are shown. HI applies a maximum rate of 7.25% on LTCGs, the effect of which is shown. WA imposes a tax of 7% on the sale or exchange of LTCG assets if the profits exceed $250,000, the effect of which is not shown. MT provides a non-refundable tax credit of 2% for net capital gains, the benefit of which is shown. For KS residents, LTCGs are not subject to local income tax where applicable, the benefit of which is shown. Net LTCGs in excess of $10 million are excluded from AR taxable income, net LTCGs of up to $5,000 annually are excluded from VT taxable income and net capital gains of up to $1,000 annually are excluded from NM taxable income, the benefits of which are not shown. LA and OK exclude from taxable income all or a portion of LTCGs realized on sales of stock of in-state companies held for multiple years and certain other states provide favorable treatment of limited categories of LTCGs, the benefits of which are not shown. Legislation in WA signed into law in 2021 established a 7% state income tax on certain realized capital gains of individual taxpayers in excess of $250,000 annually, effective in 2022. A WA county superior court has ruled that the new tax is unconstitutional, and an appeal of that decision to the WA Supreme Court is pending. The effect of this potential tax is not shown.

The indicated total LTCG tax rate includes local income taxes imposed by certain cities, counties and other local jurisdictions in IN, IA, KS, MD, MI, NY, OH and OR on investment income and gains, in IA calculated net of the IA deduction for federal taxes paid. For OR residents living in Clackamas, Multnomah or Washington County, indicated local income tax rates include the 1.0% Metro Supportive Housing (SHS) personal income tax on taxable income of more than $125,000 for single filers and more than $200,000 for married filing jointly and head of household filers that applies to residents living in the Portland Metro District. County residents who live outside the Portland Metro District are not subject to the SHS personal income tax. Local income taxes that do not apply to LTCGs are not included.

The indicated total LTCG tax rate includes the 3.8% Net Investment Income (NII) federal tax that applies to individuals, estates and trusts with modified adjusted gross income (MAGI) above applicable threshold amounts ($200,000 for single and head of household; $250,000 for married filing jointly). NII generally includes gross income from taxable interest, dividends, annuities, royalties and rents (unless derived from a trade or business that isn’t a passive activity or trading business) and net gains on assets generating NII, net of allowable expenses. For the purposes of this calculator, your MAGI is assumed to equal your taxable income.

2 Liquidation values shown in this analysis do not reflect the impact of commissions and other selling costs you may incur, which would lower the net sale proceeds and amounts available for reinvestment.

3 If you sell your concentrated stock position, pay capital gains taxes on the amount of realized gain and then reinvest the after-tax proceeds in a replacement portfolio, your newly acquired positions will have a cost basis equal to the reinvestment amount, which cost basis is used in calculating the net liquidation proceeds to you of selling your portfolio investments at the end of your expected holding period. To simplify the analysis, returns of the replacement portfolio are assumed to consist exclusively of long-term capital gains realized upon liquidation. Taxes paid on current income and gains realized over the holding period of the replacement portfolio would lower your net returns at liquidation.

4 In the analysis of diversifying your concentrated stock position without recognition of gain, the cost basis of your concentrated stock position is assumed to carry over to the replacement portfolio, which cost basis is used in calculating the net liquidation proceeds to you of selling the replacement portfolio at the end of your expected holding period. To simplify the analysis, returns of the replacement portfolio are assumed to consist exclusively of long-term capital gains realized upon liquidation. Taxes paid on current income and gains realized over the holding period of the replacement portfolio would lower your net returns at liquidation.

5 Your actuarial life expectancy is assumed to equal the midpoint of the male and female life expectancies as of 2013 (rounded to the nearest whole number of years) for someone your age, based on information available on the Social Security Administration web site.

6 Upon your death, the tax basis of assets included in your estate will increase or decrease to their fair market value as of the date of death or six months thereafter, eliminating potential income tax liability for previously accrued capital gains. Assets included in your estate not designated for charitable purposes or other permitted exclusions will be subject to federal estate tax at a current rate of 40% to the extent the value of your taxable estate plus the cumulative amount of your non-excluded lifetime gifts exceeds the federal gift and estate tax exemption amount, which is $12.06 million for individuals and $24.12 million for married couples in 2022. Certain states also impose estate taxes. This analysis does not consider federal or state estate taxes.

The information provided above is not intended to reflect the results of any specific Eaton Vance investment offering or investment program. Investors should consult with their investment professional and tax advisor before investing. Past performance is not a guarantee of future results.

 

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Publication details: Wednesday, January 18, 2023 3:42 PM

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