Morningstar information as of Dec 31, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)5554China Region747046
Virginia Municipal Income Fund (I)4353Muni Single State Long185169142
Maryland Municipal Income Fund (I)5455Muni Single State Interm135129109
New York Municipal Income Fund (I)4334Muni New York Long656446
Focused Value Opportunities Fund (I)4540Large Value1091945
Core Plus Bond Fund (I)5555Intermediate Core-Plus Bond530444332
North Carolina Municipal Income Fund (I)4345Muni Single State Long185169142
California Municipal Opportunities Fund (I)5555Muni California Intermediate585243
Atlanta Capital Focused Growth Fund (I)4553Large Growth12181086811
New Jersey Municipal Income Fund (I)5445Muni New Jersey454438
Greater India Fund (I)5455India Equity18177
Massachusetts Municipal Income Fund (I)5445Muni Massachusetts413735
Short Duration Government Income Fund (I)4454Short Government949169
Tax-Managed Value Fund (I)4543Large Value1091945690
South Carolina Municipal Income Fund (I)5355Muni Single State Long185169142
Arizona Municipal Income Fund (I)444-4Muni Single State Long185169142
Oregon Municipal Income Fund (I)555-5Muni Single State Long185169142
Connecticut Municipal Income Fund (I)4344Muni Single State Long185169142
Government Opportunities Fund (I)4334Short Government949169
Short Duration Inflation-Protected Income Fund (I)4340Inflation-Protected Bond194163
Ohio Municipal Income Fund (I)555-4Muni Ohio252321
Georgia Municipal Income Fund (I)5555Muni Single State Interm135129109
Short Duration Municipal Opportunities Fund (I)555-5Muni National Short176158114
Short Duration Strategic Income Fund (I)4444Nontraditional Bond28323678
Emerging Markets Local Income Fund (I)5550Emerging-Markets Local-Currency Bond7368
Global Income Builder Fund (I)5554World Allocation379320182
Missouri Municipal Income Fund (I)545-5Muni Single State Long185169142
Pennsylvania Municipal Income Fund (I)4344Muni Pennsylvania514945
Tax-Managed Equity Asset Allocation Fund (I)55-5-5Allocation--85%+ Equity16114299
Emerging Markets Debt Opportunities Fund (I)55-50Emerging-Markets Local-Currency Bond7368
Balanced Fund (I)555-4Allocation--50% to 70% Equity643570420
Focused Global Opportunities Fund (I)4400World Large Stock722
Multi-Asset Credit Fund (I)4540Multisector Bond262220
High Income Opportunities Fund (I)4345High Yield Bond616539339
Income Fund of Boston (I)4344High Yield Bond616539339
Floating-Rate & High Income Fund (I)5555Bank Loan21919584
Municipal Opportunities Fund (I)4440Muni National Interm239215
National Municipal Income Fund (I)5445Muni National Long145134109
AMT-Free Municipal Income Fund (I)5445Muni National Long145134109
Global Macro Absolute Return Advantage Fund (I)4340Nontraditional Bond283236
Floating-Rate Advantage Fund (I)5555Bank Loan21919584
High Yield Municipal Income Fund (I)4444High Yield Muni15513589
Stock Fund (I)4443Large Blend12031058808
Global Small-Cap Equity Fund (I)4434World Small/Mid Stock1249660
Atlanta Capital SMID-Cap Fund (I)5355Mid-Cap Growth565501385
Floating-Rate Fund (I)4444Bank Loan21919584
International Small-Cap Fund (I)4400Foreign Small/Mid Growth114


* 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.