Morningstar information as of Aug 31, 2022.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)*4344China Region917250
Global Small-Cap Equity Fund (I)*4344Global Small/Mid Stock12310768
Global Income Builder Fund (I)*4345Global Allocation405350252
Government Opportunities Fund (I)*5545Short Government797666
Virginia Municipal Income Fund (I)*5445Muni Single State Interm152144125
Maryland Municipal Income Fund (I)*4344Muni Single State Interm152144125
New York Municipal Income Fund (I)*4334Muni New York Long716655
North Carolina Municipal Income Fund (I)*5445Muni Single State Interm152144125
California Municipal Opportunities Fund (I)*4345Muni California Intermediate615546
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 Interm152144125
Arizona Municipal Income Fund (I)*5555Muni Single State Interm152144125
Oregon Municipal Income Fund (I)*5555Muni Single State Interm152144125
Connecticut Municipal Income Fund (I)*5555Muni Single State Interm152144125
Ohio Municipal Income Fund (I)*5554Muni Ohio232119
Georgia Municipal Income Fund (I)*5445Muni Single State Interm152144125
Minnesota Municipal Income Fund (I)*4444Muni Minnesota434130
Missouri Municipal Income Fund (I)*5555Muni Single State Interm152144125
Pennsylvania Municipal Income Fund (I)*4444Muni Pennsylvania524842
Short Duration Government Income Fund (I)*4444Ultrashort Bond21517894
Richard Bernstein Equity Strategy Fund (I)*4444Global Large-Stock Blend303271168
Worldwide Health Sciences Fund (I)*4443Health151132109
Small-Cap Fund (I)*4344Small Growth583534399
Tax-Managed Equity Asset Allocation Fund (I)*5450Allocation--85%+ Equity176163118
Short Duration Inflation-Protected Income Fund (I)*5555Inflation-Protected Bond198188125
Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)*4444Intermediate Core-Plus Bond569505363
Core Bond Fund (I)*4443Intermediate Core-Plus Bond569505363
Balanced Fund (I)*4340Allocation--50% to 70% Equity707647480
Emerging and Frontier Countries Equity Fund (I)*5550Diversified Emerging Mkts723638365
Atlanta Capital Focused Growth Fund (I)*5455Large Growth11401052788
High Income Opportunities Fund (I)*5445High Yield Bond630576395
Income Fund of Boston (I)*4444High Yield Bond630576395
Global Macro Absolute Return Advantage Fund (I)*4535Nontraditional Bond312265124
Global Macro Absolute Return Fund (I)*4443Nontraditional Bond312265124
Floating-Rate Fund (I)*4344Bank Loan232213141
Floating-Rate & High Income Fund (I)*4344Bank Loan232213141
National Limited Maturity Municipal Income Fund (I)*5555Muni National Short209181136
National Municipal Income Fund (I)*5455Muni National Long14913098
AMT-Free Municipal Income Fund (I)*4444Muni National Long14913098
Floating-Rate Advantage Fund (I)*4345Bank Loan232213141
High Yield Municipal Income Fund (I)*4444High Yield Muni193169107
Stock Fund (I)*4344Large Blend12311111818
Short Duration Municipal Opportunities Fund (I)*5355Muni National Short209181136
Emerging Markets Local Income Fund (I)*4345Emerging-Markets Local-Currency Bond756952
Atlanta Capital SMID-Cap Fund (I)*4345Mid-Cap Growth533489379
Short Duration High Income Fund (I)*4440High Yield Bond630576395
Emerging Markets Debt Opportunities Fund (I)*5550Emerging Markets Bond24821596
Short Duration Strategic Income Fund (I)*5555Nontraditional Bond312265124
Focused Value Opportunities Fund (I)*4344Large Value11541082785

* 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.