Morningstar information as of May 31, 2022.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)*4344China Region917250
Focused Value Opportunities Fund (I)4344Large Value11451073778
Atlanta Capital Focused Growth Fund (I)*5455Large Growth11421054777
Greater India Fund (I)*4334India Equity211817
Richard Bernstein Equity Strategy Fund (I)*4444Global Large-Stock Blend301271160
Global Income Builder Fund (I)*5445Global Allocation399353252
Tax-Managed Equity Asset Allocation Fund (I)*5450Allocation--85%+ Equity177161118
Virginia Municipal Income Fund (I)*5445Muni Single State Interm152144125
Maryland Municipal Income Fund (I)*4444Muni Single State Interm152144125
New York Municipal Income Fund (I)*4334Muni New York Long716355
Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)*4444Intermediate Core-Plus Bond568505359
North Carolina Municipal Income Fund (I)*5445Muni Single State Interm152144125
California Municipal Opportunities Fund (I)*5445Muni California Intermediate665950
New Jersey Municipal Income Fund (I)*4344Muni New Jersey494338
Massachusetts Municipal Income Fund (I)*4335Muni Massachusetts454134
Short Duration Government Income Fund (I)*5445Ultrashort Bond21417592
South Carolina Municipal Income Fund (I)*5555Muni Single State Interm152144125
Arizona Municipal Income Fund (I)*5455Muni Single State Interm152144125
Oregon Municipal Income Fund (I)*5555Muni Single State Interm152144125
Connecticut Municipal Income Fund (I)*5555Muni Single State Interm152144125
Government Opportunities Fund (I)*5545Short Government787666
Short Duration Inflation-Protected Income Fund (I)5555Inflation-Protected Bond200187126
High Yield Municipal Income Fund (I)*4444High Yield Muni189162104
Ohio Municipal Income Fund (I)*5554Muni Ohio232019
Georgia Municipal Income Fund (I)*5445Muni Single State Interm152144125
Minnesota Municipal Income Fund (I)*4434Muni Minnesota433930
Missouri Municipal Income Fund (I)*5555Muni Single State Interm152144125
Pennsylvania Municipal Income Fund (I)*4444Muni Pennsylvania524642
High Income Opportunities Fund (I)*5545High Yield Bond631576385
Income Fund of Boston (I)*4444High Yield Bond631576385
Floating-Rate & High Income Fund (I)*5445Bank Loan232213140
Global Macro Absolute Return Advantage Fund (I)*4535Nontraditional Bond300265122
Floating-Rate Advantage Fund (I)*4345Bank Loan232213140
Emerging Markets Local Income Fund (I)*5445Emerging-Markets Local-Currency Bond747052
Atlanta Capital SMID-Cap Fund (I)*5445Mid-Cap Growth532496379
Floating-Rate Fund (I)*4344Bank Loan232213140
Core Bond Fund (I)*4443Intermediate Core-Plus Bond568505359
Short Duration High Income Fund (I)*4440High Yield Bond631576385
National Limited Maturity Municipal Income Fund (I)*5555Muni National Short210181136
National Municipal Income Fund (I)*5455Muni National Long15112698
AMT-Free Municipal Income Fund (I)*4444Muni National Long15112698
Short Duration Municipal Opportunities Fund (I)*5455Muni National Short210181136
Emerging and Frontier Countries Equity Fund (I)*4540Diversified Emerging Mkts731630364
Worldwide Health Sciences Fund (I)4443Health142132109
Small-Cap Fund (I)*4444Small Growth585533395
Global Small-Cap Equity Fund (I)*4334Global Small/Mid Stock12610869
Short Duration Strategic Income Fund (I)*5555Nontraditional Bond300265122
Tax-Managed Small-Cap Fund (I)*4444Small Growth585533395


* 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.