Morningstar information as of Dec 31, 2022.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
California Municipal Opportunities Fund (I)*5455Muni California Intermediate615747
Arizona Municipal Income Fund (I)*5555Muni Single State Interm147143121
Connecticut Municipal Income Fund (I)*5555Muni Single State Interm147143121
Atlanta Capital SMID-Cap Fund (I)5445Mid-Cap Growth530496386
Maryland Municipal Income Fund (I)*4344Muni Single State Interm147143121
New York Municipal Income Fund (I)*4434Muni New York Long726656
North Carolina Municipal Income Fund (I)*5445Muni Single State Interm147143121
Atlanta Capital Focused Growth Fund (I)*5555Large Growth11201043795
New Jersey Municipal Income Fund (I)*4344Muni New Jersey494538
Massachusetts Municipal Income Fund (I)*4335Muni Massachusetts454334
South Carolina Municipal Income Fund (I)*5555Muni Single State Interm147143121
Global Macro Absolute Return Advantage Fund (I)5445Nontraditional Bond307263134
Oregon Municipal Income Fund (I)*5555Muni Single State Interm147143121
Floating-Rate Advantage Fund (I)4334Bank Loan227216150
Stock Fund (I)*4344Large Blend12131110815
Ohio Municipal Income Fund (I)*5555Muni Ohio232119
Georgia Municipal Income Fund (I)*5455Muni Single State Interm147143121
Short Duration Strategic Income Fund (I)*5555Nontraditional Bond307263134
Minnesota Municipal Income Fund (I)*5554Muni Minnesota434130
Emerging Markets Local Income Fund (I)*5445Emerging-Markets Local-Currency Bond757054
Global Income Builder Fund (I)*4345Global Allocation396354253
Missouri Municipal Income Fund (I)*5455Muni Single State Interm147143121
Dividend Builder Fund (I)*4443Large Blend12131110815
Floating-Rate Fund (I)4344Bank Loan227216150
Global Bond Fund (I)*4400Global Bond192170135
Pennsylvania Municipal Income Fund (I)*4444Muni Pennsylvania524842
Emerging and Frontier Countries Equity Fund (I)*5550Diversified Emerging Mkts729649393
Tax-Managed Equity Asset Allocation Fund (I)*5450Allocation--85%+ Equity188181123
Emerging Markets Debt Opportunities Fund (I)*5550Emerging Markets Bond24221798
Focused Global Opportunities Fund (I)*4440Global Large-Stock Growth308272179
Greater China Growth Fund (I)*4344China Region957752
High Income Opportunities Fund (I)*5445High Yield Bond617572408
Virginia Municipal Income Fund (I)*5455Muni Single State Interm147143121
Income Fund of Boston (I)*4444High Yield Bond617572408
Floating-Rate & High Income Fund (I)4344Bank Loan227216150
Municipal Opportunities Fund (I)*4334Muni National Interm279248184
National Limited Maturity Municipal Income Fund (I)*5555Muni National Short206185134
National Municipal Income Fund (I)*5555Muni National Long159135101
Small-Cap Fund (I)4444Small Growth571526398
AMT-Free Municipal Income Fund (I)*4344Muni National Long159135101
Richard Bernstein Equity Strategy Fund (I)*4444Global Large-Stock Blend337288180
Global Small-Cap Equity Fund (I)*4344Global Small/Mid Stock12711070
Short Duration Municipal Opportunities Fund (I)*5355Muni National Short206185134
Tax-Managed Small-Cap Fund (I)*4444Small Growth571526398
Short Duration High Income Fund (I)*5550High Yield Bond617572408
Atlanta Capital Select Equity Fund (I)*4454Large Growth11201043795
High Yield Municipal Income Fund (I)*4444High Yield Muni188166103
Global Macro Absolute Return Fund (I)4444Nontraditional Bond307263134
Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)*4344Intermediate Core-Plus Bond554502361
Core Bond Fund (I)*4443Intermediate Core-Plus Bond554502361
Short Duration Inflation-Protected Income Fund (I)*5555Inflation-Protected Bond194185129
Balanced Fund (I)*4345Allocation--50% to 70% Equity693653490
Focused Value Opportunities Fund (I)4344Large Value11451090816

* 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.