Morningstar information as of Jan 31, 2017.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)4343China Region877337
Virginia Municipal Income Fund (I)5452Muni Single State Long210196169
Maryland Municipal Income Fund (I)5554Muni Single State Interm159142127
New York Municipal Income Fund (I)*5453Muni New York Long726348
Core Plus Bond Fund (I)555Intermediate-Term Bond856750
North Carolina Municipal Income Fund (I)5454Muni Single State Long210196169
New Jersey Municipal Income Fund (I)*5453Muni New Jersey474435
Real Estate Fund (I)4434Real Estate238208138
South Carolina Municipal Income Fund (I)5553Muni Single State Long210196169
Arizona Municipal Income Fund (I)4343Muni Single State Long210196169
Oregon Municipal Income Fund (I)4543Muni Single State Long210196169
Connecticut Municipal Income Fund (I)4443Muni Single State Long210196169
Ohio Municipal Income Fund (I)*4544Muni Ohio403833
Georgia Municipal Income Fund (I)*5553Muni Single State Interm159142127
Minnesota Municipal Income Fund (I)*4343Muni Minnesota514436
Missouri Municipal Income Fund (I)5453Muni Single State Long210196169
Pennsylvania Municipal Income Fund (I)*4343Muni Pennsylvania585548
Short Duration Real Return Fund (I)435Inflation-Protected Bond191165
Hexavest International Equity Fund (I)44Foreign Large Blend600
Growth Fund (I)4443Large Growth13131162806
California Municipal Opportunities Fund (I)5554Muni California Intermediate696552
Massachusetts Municipal Income Fund (I)*4453Muni Massachusetts504742
Tax-Managed Small-Cap Fund (I)4444Small Growth599531387
Tax-Managed Equity Asset Allocation Fund (I)4444Allocation--85%+ Equity139125102
Emerging Markets Local Income Fund (I)453Emerging-Markets Local-Currency Bond7760
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond77
Balanced Fund (I)4443Allocation--50% to 70% Equity722616429
Government Obligations Fund (I)5555Short Government1029474
TABS Short-Term Municipal Bond Fund (I)*444Muni National Short175150
Richard Bernstein Equity Strategy Fund (I)444World Stock849675
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation250169
Short Duration Government Income Fund (I)5555Short Government1029474
Hexavest Global Equity Fund (I)55World Stock849
Focused Growth Opportunities Fund (I)444Large Growth13131162
Small-Cap Fund (I)4444Small Growth599531387
Atlanta Capital Select Equity Fund (I)444Large Growth13131162
High Income Opportunities Fund (I)5553High Yield Bond603478320
Income Fund of Boston (I)4443High Yield Bond603478320
Floating-Rate & High Income Fund (I)5445Bank Loan20815759
Municipal Opportunities Fund (I)*454Muni National Interm254223
National Limited Maturity Municipal Income Fund (I)*4342Muni National Interm254223150
National Municipal Income Fund (I)4552Muni National Long144132102
AMT-Free Municipal Income Fund (I)*4553Muni National Long144132102
Global Macro Absolute Return Advantage Fund (I)454Nontraditional Bond235158
Floating-Rate Advantage Fund (I)5555Bank Loan20815759
High Yield Municipal Income Fund (I)4543High Yield Muni14211883
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)*555Muni National Interm254223
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth585503371
Floating-Rate Fund (I)4434Bank Loan20815759



* 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.

©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.