Morningstar information as of Aug 31, 2017.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)4344China Region897540
Real Estate Fund (I)*4334Real Estate230199139
South Carolina Municipal Income Fund (I)5553Muni Single State Long221191165
Arizona Municipal Income Fund (I)4443Muni Single State Long221191165
Connecticut Municipal Income Fund (I)4443Muni Single State Long221191165
Short Duration Real Return Fund (I)555Inflation-Protected Bond199170
Maryland Municipal Income Fund (I)5554Muni Single State Interm148136119
Core Plus Bond Fund (I)555Intermediate-Term Bond849762
North Carolina Municipal Income Fund (I)5455Muni Single State Long221191165
New Jersey Municipal Income Fund (I)5553Muni New Jersey484436
Massachusetts Municipal Income Fund (I)*4454Muni Massachusetts474339
Oregon Municipal Income Fund (I)4543Muni Single State Long221191165
Ohio Municipal Income Fund (I)4444Muni Ohio413833
Minnesota Municipal Income Fund (I)4343Muni Minnesota524335
Short Duration High Income Fund (I)44High Yield Bond602
Tax-Managed Equity Asset Allocation Fund (I)4443Allocation--85%+ Equity154129102
Virginia Municipal Income Fund (I)5552Muni Single State Long221191165
California Municipal Opportunities Fund (I)*5554Muni California Intermediate666249
Georgia Municipal Income Fund (I)5554Muni Single State Interm148136119
Missouri Municipal Income Fund (I)5553Muni Single State Long221191165
Pennsylvania Municipal Income Fund (I)4443Muni Pennsylvania595548
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond81
New York Municipal Income Fund (I)4444Muni New York Long666044
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17215092
Short Duration Strategic Income Fund (I)4444Nontraditional Bond26216443
TABS Short-Term Municipal Bond Fund (I)444Muni National Short172150
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation252179
Government Obligations Fund (I)5555Short Government1049472
Balanced Fund (I)4453Allocation--50% to 70% Equity723652452
Short Duration Government Income Fund (I)5555Short Government1049472
Emerging Markets Local Income Fund (I)555Emerging-Markets Local-Currency Bond8165
High Income Opportunities Fund (I)5553High Yield Bond602479317
Income Fund of Boston (I)4443High Yield Bond602479317
Floating-Rate & High Income Fund (I)5545Bank Loan20815865
Municipal Opportunities Fund (I)555Muni National Interm263226
National Limited Maturity Municipal Income Fund (I)4443Muni National Interm263226155
National Municipal Income Fund (I)4553Muni National Long140131104
AMT-Free Municipal Income Fund (I)4443Muni National Long140131104
Global Macro Absolute Return Advantage Fund (I)555Nontraditional Bond262164
Floating-Rate Advantage Fund (I)5555Bank Loan20815865
High Yield Municipal Income Fund (I)4443High Yield Muni14711985
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth576498369
Floating-Rate Fund (I)4544Bank Loan20815865
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)555Muni National Interm263226
Tax-Managed Growth Fund 1.1 (I)4334Large Blend12311094798



* 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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