Morningstar information as of Nov 30, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Focused Global Opportunities Fund (I)4400World Large Stock725
Missouri Municipal Income Fund (I)545-5Muni Single State Long185169142
Core Plus Bond Fund (I)5555Intermediate Core-Plus Bond544452336
California Municipal Opportunities Fund (I)5555Muni California Intermediate585243
Atlanta Capital Focused Growth Fund (I)4553Large Growth12231089817
Arizona Municipal Income Fund (I)444-5Muni Single State Long185169142
Connecticut Municipal Income Fund (I)4344Muni Single State Long185169142
Greater China Growth Fund (I)5554China Region747040
Maryland Municipal Income Fund (I)5455Muni Single State Interm135129109
Focused Value Opportunities Fund (I)4540Large Value1082944
Greater India Fund (I)5455India Equity18177
Massachusetts Municipal Income Fund (I)5545Muni Massachusetts413735
Government Opportunities Fund (I)4444Short Government969371
Large-Cap Value Fund (I)4443Large Value1082944685
Georgia Municipal Income Fund (I)5555Muni Single State Interm135129109
Emerging Markets Local Income Fund (I)5550Emerging-Markets Local-Currency Bond7367
Dividend Builder Fund (I)4443Large Blend11961051798
Emerging Markets Debt Opportunities Fund (I)55-50Emerging-Markets Local-Currency Bond7367
Virginia Municipal Income Fund (I)4353Muni Single State Long185169142
New York Municipal Income Fund (I)4335Muni New York Long656446
North Carolina Municipal Income Fund (I)4345Muni Single State Long185169142
New Jersey Municipal Income Fund (I)5445Muni New Jersey454438
Short Duration Government Income Fund (I)5555Short Government969371
Tax-Managed Value Fund (I)4543Large Value1082944685
South Carolina Municipal Income Fund (I)5355Muni Single State Long185169142
Oregon Municipal Income Fund (I)555-5Muni Single State Long185169142
Ohio Municipal Income Fund (I)555-4Muni Ohio252321
Pennsylvania Municipal Income Fund (I)4344Muni Pennsylvania514945
Tax-Managed Equity Asset Allocation Fund (I)55-5-5Allocation--85%+ Equity16114299
Atlanta Capital Select Equity Fund (I)4340Large Growth12231089
Global Income Builder Fund (I)5554World Allocation378316178
Richard Bernstein All Asset Strategy Fund (I)4340Tactical Allocation229183
Balanced Fund (I)555-4Allocation--50% to 70% Equity643567419
Multi-Asset Credit Fund (I)4540Multisector Bond268224
Floating-Rate Fund (I)4444Bank Loan21819577
High Income Opportunities Fund (I)4345High Yield Bond615539340
Income Fund of Boston (I)4344High Yield Bond615539340
Floating-Rate Advantage Fund (I)5555Bank Loan21819577
Stock Fund (I)4443Large Blend11961051798
Atlanta Capital SMID-Cap Fund (I)5455Mid-Cap Growth558495384
Short Duration Strategic Income Fund (I)4444Nontraditional Bond28222578
Floating-Rate & High Income Fund (I)5555Bank Loan21819577
Global Macro Absolute Return Advantage Fund (I)4340Nontraditional Bond282225
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)4440Muni National Interm237215
TABS Short-Term Municipal Bond Fund (I)4444Muni National Short176158114
TABS 1-to-10 Year Laddered Municipal Bond Fund (I)5500Muni National Short176
Municipal Opportunities Fund (I)4440Muni National Interm237215
National Municipal Income Fund (I)5445Muni National Long145131108
AMT-Free Municipal Income Fund (I)5445Muni National Long145131108
High Yield Municipal Income Fund (I)4444High Yield Muni15513586
Global Small-Cap Equity Fund (I)4434World Small/Mid Stock1259658
Short Duration Municipal Opportunities Fund (I)555-5Muni National Short176158114
International Small-Cap Fund (I)4400Foreign Small/Mid Growth112


* 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.