Morningstar information as of Mar 31, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Multi-Asset Credit Fund (I)444Multisector Bond291225
High Income Opportunities Fund (I)4345High Yield Bond610519332
Income Fund of Boston (I)4344High Yield Bond610519332
Floating-Rate & High Income Fund (I)4454Bank Loan21519681
Municipal Opportunities Fund (I)545Muni National Interm258227
National Municipal Income Fund (I)5555Muni National Long147132111
AMT-Free Municipal Income Fund (I)5445Muni National Long147132111
Floating-Rate Advantage Fund (I)5555Bank Loan21519681
Atlanta Capital SMID-Cap Fund (I)5355Mid-Cap Growth555495352
Floating-Rate Fund (I)4454Bank Loan21519681
International Small-Cap Fund (I)*44Foreign Small/Mid Growth113
California Municipal Opportunities Fund (I)5555Muni California Intermediate565243
Atlanta Capital Focused Growth Fund (I)4553Large Growth12561114805
Arizona Municipal Income Fund (I)4545Muni Single State Long171171136
Balanced Fund (I)4444Allocation--50% to 70% Equity690601439
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)434Muni National Interm258227
Short Duration Municipal Opportunities Fund (I)5555Muni National Short180165112
TABS 1-to-10 Year Laddered Municipal Bond Fund (I)44Muni National Short180
Virginia Municipal Income Fund (I)5545Muni Single State Long171171136
Maryland Municipal Income Fund (I)5555Muni Single State Interm139138117
New York Municipal Income Fund (I)4344Muni New York Long666648
Core Plus Bond Fund (I)555Intermediate-Term Bond901769
North Carolina Municipal Income Fund (I)4345Muni Single State Long171171136
New Jersey Municipal Income Fund (I)5445Muni New Jersey484741
Massachusetts Municipal Income Fund (I)5455Muni Massachusetts413936
Short Duration Government Income Fund (I)5555Short Government1029872
South Carolina Municipal Income Fund (I)5555Muni Single State Long171171136
Oregon Municipal Income Fund (I)5555Muni Single State Long171171136
Connecticut Municipal Income Fund (I)4444Muni Single State Long171171136
Short Duration Inflation-Protected Income Fund (I)453Inflation-Protected Bond200170
High Yield Municipal Income Fund (I)4444High Yield Muni15413183
Ohio Municipal Income Fund (I)5555Muni Ohio252523
Short Duration Strategic Income Fund (I)*4343Nontraditional Bond27818766
Emerging Markets Local Income Fund (I)*555Emerging-Markets Local-Currency Bond6754
Missouri Municipal Income Fund (I)5555Muni Single State Long171171136
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania525146
Tax-Managed Equity Asset Allocation Fund (I)5554Allocation--85%+ Equity165144106
Emerging Markets Debt Opportunities Fund (I)*555Emerging-Markets Local-Currency Bond6754
Greater China Growth Fund (I)5555China Region807341
Focused Growth Opportunities Fund (I)444Large Growth12561114
Greater India Fund (I)*4444India Equity25249
Government Opportunities Fund (I)5454Short Government1029872
Georgia Municipal Income Fund (I)5555Muni Single State Interm139138117
TABS Short-Term Municipal Bond Fund (I)4344Muni National Short180165112
Global Income Builder Fund (I)4453World Allocation397321161


* 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.