Morningstar information as of Aug 31, 2018.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
AMT-Free Municipal Income Fund (I)4454Muni National Long146128106
Hedged Stock Fund (I)4335Options-based885213
Greater China Growth Fund (I)5555China Region807441
Focused Growth Opportunities Fund (I)434Large Growth12511124
Greater India Fund (I)4543India Equity23239
Emerging Markets Debt Opportunities Fund (I)*555Emerging-Markets Local-Currency Bond6757
Municipal Opportunities Fund (I)555Muni National Interm261228
Virginia Municipal Income Fund (I)4543Muni Single State Long193174150
Short Duration Government Income Fund (I)5555Short Government1029269
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation242179
Core Plus Bond Fund (I)555Intermediate-Term Bond901793
North Carolina Municipal Income Fund (I)5455Muni Single State Long193174150
Real Estate Fund (I)4344Real Estate222190138
Minnesota Municipal Income Fund (I)*4344Muni Minnesota504434
Short Duration Strategic Income Fund (I)4343Nontraditional Bond28817852
Maryland Municipal Income Fund (I)5555Muni Single State Interm140138117
New York Municipal Income Fund (I)4344Muni New York Long666448
California Municipal Opportunities Fund (I)5555Muni California Intermediate585544
New Jersey Municipal Income Fund (I)4443Muni New Jersey474640
Massachusetts Municipal Income Fund (I)5555Muni Massachusetts434238
South Carolina Municipal Income Fund (I)5554Muni Single State Long193174150
Arizona Municipal Income Fund (I)4544Muni Single State Long193174150
Oregon Municipal Income Fund (I)5555Muni Single State Long193174150
Connecticut Municipal Income Fund (I)4544Muni Single State Long193174150
Short Duration Inflation-Protected Income Fund (I)454Inflation-Protected Bond206174
Ohio Municipal Income Fund (I)5554Muni Ohio302925
Georgia Municipal Income Fund (I)5554Muni Single State Interm140138117
Missouri Municipal Income Fund (I)5554Muni Single State Long193174150
Tax-Managed Equity Asset Allocation Fund (I)4553Allocation--85%+ Equity173147107
Balanced Fund (I)5453Allocation--50% to 70% Equity704620443
Pennsylvania Municipal Income Fund (I)4443Muni Pennsylvania555348
Government Opportunities Fund (I)5455Short Government1029269
Short Duration Municipal Opportunities Fund (I)5555Muni National Short181159101
National Municipal Income Fund (I)5554Muni National Long146128106
TABS Short-Term Municipal Bond Fund (I)*444Muni National Short181159
Emerging Markets Local Income Fund (I)*454Emerging-Markets Local-Currency Bond6757
High Income Opportunities Fund (I)4353High Yield Bond590494331
Floating-Rate Advantage Fund (I)5555Bank Loan21117581
Multisector Income Fund (I)*453Multisector Bond272208
Floating-Rate Fund (I)4544Bank Loan21117581
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)*435Muni National Interm261228
Stock Fund (I)4343Large Blend11841059784
Atlanta Capital SMID-Cap Fund (I)5455Mid-Cap Growth538478343
Floating-Rate & High Income Fund (I)5554Bank Loan21117581
Global Macro Absolute Return Advantage Fund (I)*434Nontraditional Bond288178


* 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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