Morningstar information as of Mar 31, 2021.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Balanced Fund (I)444-4Allocation--50% to 70% Equity641574412
Emerging Markets Local Income Fund (I)5455Emerging-Markets Local-Currency Bond686626
High Income Opportunities Fund (I)4334High Yield Bond630556358
Income Fund of Boston (I)4334High Yield Bond630556358
Tax-Managed Equity Asset Allocation Fund (I)444-5Allocation--85%+ Equity15113392
New York Municipal Opportunities Fund (I)4443Muni New York Intermediate504742
Virginia Municipal Income Fund (I)4454Muni Single State Long204160141
Maryland Municipal Income Fund (I)5455Muni Single State Interm140124109
New York Municipal Income Fund (I)4334Muni New York Long655849
North Carolina Municipal Income Fund (I)4335Muni Single State Long204160141
California Municipal Opportunities Fund (I)5555Muni California Intermediate645850
New Jersey Municipal Income Fund (I)5445Muni New Jersey474339
Massachusetts Municipal Income Fund (I)5445Muni Massachusetts443935
South Carolina Municipal Income Fund (I)5555Muni Single State Interm140124109
Arizona Municipal Income Fund (I)4344Muni Single State Long204160141
Oregon Municipal Income Fund (I)5555Muni Single State Long204160141
Connecticut Municipal Income Fund (I)4444Muni Single State Long204160141
Ohio Municipal Income Fund (I)5555Muni Ohio262322
Georgia Municipal Income Fund (I)5555Muni Single State Interm140124109
Minnesota Municipal Income Fund (I)4334Muni Minnesota444033
Missouri Municipal Income Fund (I)5555Muni Single State Long204160141
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania504643
Greater China Growth Fund (I)4444China Region827151
Focused Value Opportunities Fund (I)4444Large Value11381007729
Focused Growth Opportunities Fund (I)4443Large Growth11861065788
Greater India Fund (I)4354India Equity191812
Tax-Managed Value Fund (I)4444Large Value11381007729
Floating-Rate Advantage Fund (I)5355Bank Loan232209109
Global Small-Cap Equity Fund (I)4334World Small/Mid Stock13410859
Floating-Rate Fund (I)4344Bank Loan232209109
Floating-Rate & High Income Fund (I)5455Bank Loan232209109
Core Plus Bond Fund (I)4255Intermediate Core-Plus Bond540476342
Atlanta Capital Focused Growth Fund (I)4443Large Growth11861065788
Global Macro Absolute Return Advantage Fund (I)4334Nontraditional Bond270247106
Government Opportunities Fund (I)5455Short Government787564
Emerging Markets Debt Opportunities Fund (I)5450Emerging Markets Bond241192
Short Duration Government Income Fund (I)5455Ultrashort Bond19115475
National Limited Maturity Municipal Income Fund (I)5555Muni National Short201178138
National Municipal Income Fund (I)5455Muni National Long14412399
AMT-Free Municipal Income Fund (I)5445Muni National Long14412399
High Yield Municipal Income Fund (I)4444High Yield Muni179152100
Short Duration Municipal Opportunities Fund (I)5455Muni National Short201178138
Short Duration Strategic Income Fund (I)5445Nontraditional Bond270247106
Richard Bernstein Equity Strategy Fund (I)4344World Large Stock762645395
Global Income Builder Fund (I)5445World Allocation400351224
Richard Bernstein All Asset Strategy Fund (I)4340Tactical Allocation218192


* 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.