Morningstar information as of Mar 31, 2018.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)4444China Region816937
Focused Value Opportunities Fund (I)434Large Value1086958
Core Plus Bond Fund (I)555Intermediate-Term Bond858784
Tax-Managed Growth Fund 1.1 (I)4444Large Blend12041077802
Real Estate Fund (I)*4344Real Estate228198143
Global Macro Absolute Return Advantage Fund (I)545Nontraditional Bond264161
Government Opportunities Fund (I)5455Short Government1029369
Global Macro Absolute Return Fund (I)4443Nontraditional Bond26416147
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth549485352
Balanced Fund (I)5453Allocation--50% to 70% Equity680628442
High Income Opportunities Fund (I)5453High Yield Bond588488319
Income Fund of Boston (I)4443High Yield Bond588488319
Floating-Rate & High Income Fund (I)4544Bank Loan20616681
Short Duration Government Income Fund (I)5555Short Government1029369
Floating-Rate Advantage Fund (I)5555Bank Loan20616681
Short Duration Inflation-Protected Income Fund (I)555Inflation-Protected Bond207174
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)435Muni National Interm257232
Emerging Markets Local Income Fund (I)454Emerging-Markets Local-Currency Bond7357
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation242182
Emerging and Frontier Countries Equity Fund (I)44Diversified Emerging Mkts666
Emerging Markets Debt Opportunities Fund (I)555Emerging-Markets Local-Currency Bond7357
Short Duration Strategic Income Fund (I)4344Nontraditional Bond26416147
TABS Short-Term Municipal Bond Fund (I)444Muni National Short173158
Floating-Rate Fund (I)4444Bank Loan20616681
Tax-Managed Growth Fund 1.2 (I)4443Large Blend12041077802
Tax-Managed Equity Asset Allocation Fund (I)4443Allocation--85%+ Equity167141111
Municipal Opportunities Fund (I)444Muni National Interm257232
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17315896
National Limited Maturity Municipal Income Fund (I)4343Muni National Interm257232156
AMT-Free Municipal Income Fund (I)4444Muni National Long142123103
High Yield Municipal Income Fund (I)4443High Yield Muni14612281
National Municipal Income Fund (I)4553Muni National Long142123103
California Municipal Opportunities Fund (I)5555Muni California Intermediate666350
Arizona Municipal Income Fund (I)5454Muni Single State Long213183165
Connecticut Municipal Income Fund (I)4454Muni Single State Long213183165
Virginia Municipal Income Fund (I)4543Muni Single State Long213183165
Maryland Municipal Income Fund (I)5555Muni Single State Interm147143121
New York Municipal Income Fund (I)4345Muni New York Long635945
North Carolina Municipal Income Fund (I)5445Muni Single State Long213183165
New Jersey Municipal Income Fund (I)4543Muni New Jersey484440
Massachusetts Municipal Income Fund (I)5555Muni Massachusetts474440
South Carolina Municipal Income Fund (I)5545Muni Single State Long213183165
Oregon Municipal Income Fund (I)4544Muni Single State Long213183165
Ohio Municipal Income Fund (I)5554Muni Ohio373430
Georgia Municipal Income Fund (I)5554Muni Single State Interm147143121
Minnesota Municipal Income Fund (I)4343Muni Minnesota524436
Pennsylvania Municipal Income Fund (I)4443Muni Pennsylvania575350
Missouri Municipal Income Fund (I)5553Muni Single State Long213183165



* 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.

©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.