Morningstar information as of Sep 30, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Missouri Municipal Income Fund (I)555-4Muni Single State Long185169142
Global Income Builder Fund (I)5554World Allocation376307179
High Income Opportunities Fund (I)434-5High Yield Bond613532344
Income Fund of Boston (I)4344High Yield Bond613532344
Floating-Rate & High Income Fund (I)5555Bank Loan21919781
Municipal Opportunities Fund (I)4340Muni National Interm244217
National Municipal Income Fund (I)5545Muni National Long147133110
AMT-Free Municipal Income Fund (I)4444Muni National Long147133110
Floating-Rate Advantage Fund (I)5555Bank Loan21919781
High Yield Municipal Income Fund (I)4444High Yield Muni15513687
Stock Fund (I)4443Large Blend12221086825
Global Small-Cap Equity Fund (I)444-5World Small/Mid Stock1259457
Short Duration Municipal Opportunities Fund (I)555-5Muni National Short179162117
Atlanta Capital SMID-Cap Fund (I)5455Mid-Cap Growth544487375
Floating-Rate Fund (I)4444Bank Loan21919781
TABS 1-to-10 Year Laddered Municipal Bond Fund (I)4400Muni National Short179
International Small-Cap Fund (I)*4400Foreign Small/Mid Growth122
Core Plus Bond Fund (I)5550Intermediate Core-Plus Bond539448
California Municipal Opportunities Fund (I)5555Muni California Intermediate565244
Atlanta Capital Focused Growth Fund (I)4553Large Growth12431110822
Arizona Municipal Income Fund (I)444-4Muni Single State Long185169142
Connecticut Municipal Income Fund (I)4444Muni Single State Long185169142
Balanced Fund (I)555-4Allocation--50% to 70% Equity658581427
Atlanta Capital Select Equity Fund (I)5450Large Growth12431110
Greater China Growth Fund (I)555-5China Region757139
Maryland Municipal Income Fund (I)5555Muni Single State Interm136131111
Greater India Fund (I)5450India Equity1817
Massachusetts Municipal Income Fund (I)5445Muni Massachusetts433937
Government Opportunities Fund (I)4444Short Government969370
Georgia Municipal Income Fund (I)5555Muni Single State Interm136131111
Emerging Markets Local Income Fund (I)5550Emerging-Markets Local-Currency Bond6860
Multi-Asset Credit Fund (I)4540Multisector Bond290235
Emerging Markets Debt Opportunities Fund (I)55-50Emerging-Markets Local-Currency Bond6860
Virginia Municipal Income Fund (I)4443Muni Single State Long185169142
New York Municipal Income Fund (I)4335Muni New York Long666547
North Carolina Municipal Income Fund (I)4344Muni Single State Long185169142
New Jersey Municipal Income Fund (I)4444Muni New Jersey474640
Small-Cap Fund (I)4443Small Growth584519399
Short Duration Government Income Fund (I)5555Short Government969370
Tax-Managed Value Fund (I)4543Large Value1090944693
South Carolina Municipal Income Fund (I)4354Muni Single State Long185169142
Oregon Municipal Income Fund (I)555-5Muni Single State Long185169142
Ohio Municipal Income Fund (I)555-4Muni Ohio272523
Short Duration Strategic Income Fund (I)4444Nontraditional Bond27921374
Tax-Managed Small-Cap Fund (I)444-3Small Growth584519399
TABS Short-Term Municipal Bond Fund (I)4444Muni National Short179162117
Richard Bernstein All Asset Strategy Fund (I)*4340Tactical Allocation229184
Tax-Managed Equity Asset Allocation Fund (I)55-5-5Allocation--85%+ Equity16014399


* 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 consult with your financial advisor before investing.

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. Star ratings do not reflect the effect of any applicable sales load. Hollow stars denote Morningstar Extended Performance Ratings and are considered estimates based on the performance of the fund's oldest share class, adjusted for fees and expenses.

©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.