Morningstar information as of Dec 31, 2017.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
California Municipal Opportunities Fund (I)5554Muni California Intermediate666350
Connecticut Municipal Income Fund (I)4444Muni Single State Long221191166
New York Municipal Income Fund (I)5454Muni New York Long645944
New Jersey Municipal Income Fund (I)4543Muni New Jersey484438
Massachusetts Municipal Income Fund (I)4444Muni Massachusetts474339
Oregon Municipal Income Fund (I)4543Muni Single State Long221191166
Ohio Municipal Income Fund (I)5554Muni Ohio373429
Pennsylvania Municipal Income Fund (I)4343Muni Pennsylvania595549
Greater China Growth Fund (I)4444China Region816937
High Income Opportunities Fund (I)5453High Yield Bond609501319
Core Plus Bond Fund (I)555Intermediate-Term Bond847778
AMT-Free Municipal Income Fund (I)4443Muni National Long140127103
Global Macro Absolute Return Advantage Fund (I)555Nontraditional Bond275168
Floating-Rate Advantage Fund (I)5555Bank Loan20516567
Government Obligations Fund (I)5455Short Government1009169
Global Macro Absolute Return Fund (I)4443Nontraditional Bond27516839
Emerging Markets Local Income Fund (I)454Emerging-Markets Local-Currency Bond7963
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth562490362
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond79
Balanced Fund (I)5453Allocation--50% to 70% Equity718670477
National Limited Maturity Municipal Income Fund (I)4342Muni National Interm258226155
National Municipal Income Fund (I)4553Muni National Long140127103
Real Estate Fund (I)4344Real Estate228199145
Short Duration Government Income Fund (I)5555Short Government1009169
Richard Bernstein Equity Strategy Fund (I)444World Large Stock720589
Short Duration Inflation-Protected Income Fund (I)555Inflation-Protected Bond195173
High Yield Municipal Income Fund (I)4453High Yield Muni15011985
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)545Muni National Interm258226
Short Duration Strategic Income Fund (I)4444Nontraditional Bond27516839
Income Fund of Boston (I)4443High Yield Bond609501319
Floating-Rate & High Income Fund (I)5545Bank Loan20516567
Global Income Builder Fund (I)4552World Allocation372328149
Tax-Managed Global Dividend Income Fund (I)4334World Large Stock720589333
TABS Short-Term Municipal Bond Fund (I)444Muni National Short172152
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation258195
Tax-Managed Equity Asset Allocation Fund (I)4453Allocation--85%+ Equity162133106
Municipal Opportunities Fund (I)444Muni National Interm258226
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17215294
Floating-Rate Fund (I)4443Bank Loan20516567
Virginia Municipal Income Fund (I)4543Muni Single State Long221191166
Maryland Municipal Income Fund (I)5554Muni Single State Interm148137119
North Carolina Municipal Income Fund (I)5455Muni Single State Long221191166
South Carolina Municipal Income Fund (I)4443Muni Single State Long221191166
Arizona Municipal Income Fund (I)5453Muni Single State Long221191166
Georgia Municipal Income Fund (I)5554Muni Single State Interm148137119
Minnesota Municipal Income Fund (I)4443Muni Minnesota524335
Missouri Municipal Income Fund (I)5553Muni Single State Long221191166
Tax-Managed Growth Fund 1.1 (I)4444Large Blend12171079800



* 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.