Morningstar information as of Jun 30, 2018.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Government Opportunities Fund (I)5555Short Government1019269
Global Macro Absolute Return Advantage Fund (I)*434Nontraditional Bond271167
AMT-Free Municipal Income Fund (I)4453Muni National Long146127105
Atlanta Capital SMID-Cap Fund (I)5545Mid-Cap Growth541480344
Greater China Growth Fund (I)4545China Region796840
Floating-Rate & High Income Fund (I)5554Bank Loan20516576
Focused Growth Opportunities Fund (I)434Large Growth12651141
Floating-Rate Advantage Fund (I)5555Bank Loan20516576
Emerging Markets Debt Opportunities Fund (I)555Emerging-Markets Local-Currency Bond6757
Municipal Opportunities Fund (I)555Muni National Interm261233
Virginia Municipal Income Fund (I)4543Muni Single State Long193174148
Small-Cap Fund (I)4341Small Growth606534404
Short Duration Government Income Fund (I)5555Short Government1019269
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)545Muni National Interm261233
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation248185
High Income Opportunities Fund (I)5453High Yield Bond575484321
Core Plus Bond Fund (I)555Intermediate-Term Bond878778
North Carolina Municipal Income Fund (I)5455Muni Single State Long193174148
National Limited Maturity Municipal Income Fund (I)4343Muni National Interm261233154
National Municipal Income Fund (I)4553Muni National Long146127105
Real Estate Fund (I)4344Real Estate230199143
High Yield Municipal Income Fund (I)4443High Yield Muni15412279
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17415296
Emerging Markets Local Income Fund (I)*454Emerging-Markets Local-Currency Bond6757
TABS Short-Term Municipal Bond Fund (I)*444Muni National Short174152
Multisector Income Fund (I)434Multisector Bond267208
Floating-Rate Fund (I)4543Bank Loan20516576
Short Duration Strategic Income Fund (I)4344Nontraditional Bond27116749
Maryland Municipal Income Fund (I)5554Muni Single State Interm143140117
New York Municipal Income Fund (I)4344Muni New York Long666448
California Municipal Opportunities Fund (I)5555Muni California Intermediate585443
New Jersey Municipal Income Fund (I)4443Muni New Jersey474539
Massachusetts Municipal Income Fund (I)5555Muni Massachusetts434238
South Carolina Municipal Income Fund (I)5554Muni Single State Long193174148
Arizona Municipal Income Fund (I)5554Muni Single State Long193174148
Oregon Municipal Income Fund (I)5555Muni Single State Long193174148
Connecticut Municipal Income Fund (I)4454Muni Single State Long193174148
Short Duration Inflation-Protected Income Fund (I)454Inflation-Protected Bond211177
Stock Fund (I)4343Large Blend11661042776
Ohio Municipal Income Fund (I)5554Muni Ohio302924
Georgia Municipal Income Fund (I)5554Muni Single State Interm143140117
Missouri Municipal Income Fund (I)5554Muni Single State Long193174148
Tax-Managed Equity Asset Allocation Fund (I)4553Allocation--85%+ Equity179154114
Balanced Fund (I)5453Allocation--50% to 70% Equity674617439
Pennsylvania Municipal Income Fund (I)4443Muni Pennsylvania555348


* 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.

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