Morningstar information as of Jan 31, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Short Duration Government Income Fund (I)5555Short Government1029571
California Municipal Opportunities Fund (I)5555Muni California Intermediate605646
Atlanta Capital Focused Growth Fund (I)4543Large Growth12521110802
Arizona Municipal Income Fund (I)4545Muni Single State Long178162142
Balanced Fund (I)*4344Allocation--50% to 70% Equity691603439
Virginia Municipal Income Fund (I)5545Muni Single State Long178162142
Tax-Managed Small-Cap Fund (I)4343Small Growth585516389
Tax-Managed Equity Asset Allocation Fund (I)*4454Allocation--85%+ Equity165144105
South Carolina Municipal Income Fund (I)5555Muni Single State Long178162142
Short Duration Inflation-Protected Income Fund (I)453Inflation-Protected Bond196166
Short Duration Strategic Income Fund (I)*4343Nontraditional Bond28017765
Richard Bernstein All Asset Strategy Fund (I)*434Tactical Allocation239178
Focused Growth Opportunities Fund (I)444Large Growth12521110
Core Plus Bond Fund (I)555Intermediate-Term Bond877768
Connecticut Municipal Income Fund (I)4544Muni Single State Long178162142
Georgia Municipal Income Fund (I)5555Muni Single State Interm138136115
Emerging Markets Local Income Fund (I)*555Emerging-Markets Local-Currency Bond6956
Global Income Builder Fund (I)*4353World Allocation390324161
Maryland Municipal Income Fund (I)5555Muni Single State Interm138136115
Greater India Fund (I)*4544India Equity24249
Massachusetts Municipal Income Fund (I)5455Muni Massachusetts403836
Missouri Municipal Income Fund (I)5555Muni Single State Long178162142
New York Municipal Income Fund (I)4334Muni New York Long666548
North Carolina Municipal Income Fund (I)5445Muni Single State Long178162142
New Jersey Municipal Income Fund (I)5445Muni New Jersey484641
Oregon Municipal Income Fund (I)5555Muni Single State Long178162142
Ohio Municipal Income Fund (I)5555Muni Ohio252423
Pennsylvania Municipal Income Fund (I)4434Muni Pennsylvania525046
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)435Muni National Interm259225
TABS Short-Term Municipal Bond Fund (I)434Muni National Short177162
Emerging Markets Debt Opportunities Fund (I)*555Emerging-Markets Local-Currency Bond6956
Greater China Growth Fund (I)*5555China Region817341
Government Opportunities Fund (I)5455Short Government1029571
Multi-Asset Credit Fund (I)*555Multisector Bond291215
Floating-Rate Advantage Fund (I)5555Bank Loan21319681
Floating-Rate Fund (I)4454Bank Loan21319681
High Income Opportunities Fund (I)4345High Yield Bond607513331
Income Fund of Boston (I)4344High Yield Bond607513331
Municipal Opportunities Fund (I)545Muni National Interm259225
AMT-Free Municipal Income Fund (I)5445Muni National Long151135111
High Yield Municipal Income Fund (I)5445High Yield Muni15412882
Atlanta Capital SMID-Cap Fund (I)*5355Mid-Cap Growth547492345
Multisector Income Fund (I)*453Multisector Bond291215
National Municipal Income Fund (I)5555Muni National Long151135111
International Small-Cap Fund (I)*44Foreign Small/Mid Growth110
Short Duration Municipal Opportunities Fund (I)5555Muni National Short177162108
Floating-Rate & High Income Fund (I)5554Bank Loan21319681


* 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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