Morningstar information as of Dec 31, 2021.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Core Bond Fund (I)4443Intermediate Core-Plus Bond569495353
New York Municipal Opportunities Fund (I)4443Muni New York Intermediate514540
Greater China Growth Fund (I)*4344China Region957253
Virginia Municipal Income Fund (I)5555Muni Single State Interm152139121
Maryland Municipal Income Fund (I)4444Muni Single State Interm152139121
New York Municipal Income Fund (I)4334Muni New York Long696051
Focused Value Opportunities Fund (I)4344Large Value11431036755
Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)4354Intermediate Core-Plus Bond569495353
North Carolina Municipal Income Fund (I)5445Muni Single State Interm152139121
National Limited Maturity Municipal Income Fund (I)5555Muni National Short210176134
California Municipal Opportunities Fund (I)5545Muni California Intermediate665750
National Municipal Income Fund (I)4345Muni National Long15112298
Worldwide Health Sciences Fund (I)4443Health140130108
Atlanta Capital Focused Growth Fund (I)4454Large Growth11161012768
New Jersey Municipal Income Fund (I)5445Muni New Jersey484238
Greater India Fund (I)5554India Equity201814
AMT-Free Municipal Income Fund (I)4344Muni National Long15112298
Massachusetts Municipal Income Fund (I)4335Muni Massachusetts454034
Short Duration Government Income Fund (I)*4344Ultrashort Bond21417589
Tax-Managed Value Fund (I)4444Large Value11431036755
South Carolina Municipal Income Fund (I)5445Muni Single State Interm152139121
Richard Bernstein Equity Strategy Fund (I)4434World Large-Stock Blend283236145
Arizona Municipal Income Fund (I)5455Muni Single State Interm152139121
Oregon Municipal Income Fund (I)5555Muni Single State Interm152139121
Government Opportunities Fund (I)*4444Short Government797566
High Yield Municipal Income Fund (I)4334High Yield Muni189153103
Ohio Municipal Income Fund (I)5555Muni Ohio232019
Georgia Municipal Income Fund (I)5445Muni Single State Interm152139121
Short Duration Municipal Opportunities Fund (I)5455Muni National Short210176134
Short Duration Strategic Income Fund (I)4544Nontraditional Bond294261122
Minnesota Municipal Income Fund (I)4334Muni Minnesota433830
Emerging Markets Local Income Fund (I)*5555Emerging-Markets Local-Currency Bond736952
Global Income Builder Fund (I)5555World Allocation398344234
Missouri Municipal Income Fund (I)5555Muni Single State Interm152139121
Floating-Rate Fund (I)4344Bank Loan228209140
Pennsylvania Municipal Income Fund (I)4344Muni Pennsylvania514642
Tax-Managed Equity Asset Allocation Fund (I)4440Allocation--85%+ Equity174159103
Emerging Markets Debt Opportunities Fund (I)5550Emerging Markets Bond26221976
High Income Opportunities Fund (I)5445High Yield Bond634558370
Income Fund of Boston (I)4334High Yield Bond634558370
Floating-Rate & High Income Fund (I)5455Bank Loan228209140
Floating-Rate Advantage Fund (I)4345Bank Loan228209140
Emerging and Frontier Countries Equity Fund (I)4440Diversified Emerging Mkts720615342
Connecticut Municipal Income Fund (I)5555Muni Single State Interm152139121
Balanced Fund (I)4440Allocation--50% to 70% Equity665601433
Global Macro Absolute Return Advantage Fund (I)4544Nontraditional Bond294261122


* 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.