Morningstar information as of Jun 30, 2021.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)4344China Region847253
Stock Fund (I)4434Large Blend12571099820
Global Income Builder Fund (I)5545World Allocation415362229
High Income Opportunities Fund (I)4334High Yield Bond634556361
Income Fund of Boston (I)4334High Yield Bond634556361
Core Plus Bond Fund (I)5355Intermediate Core-Plus Bond550478341
National Limited Maturity Municipal Income Fund (I)5555Muni National Short200180137
AMT-Free Municipal Income Fund (I)4344Muni National Long14412398
Short Duration Government Income Fund (I)4345Ultrashort Bond20416280
Floating-Rate Advantage Fund (I)5355Bank Loan232209123
Government Opportunities Fund (I)5455Short Government797565
High Yield Municipal Income Fund (I)4444High Yield Muni182151103
Short Duration Municipal Opportunities Fund (I)5455Muni National Short200180137
Floating-Rate Fund (I)4344Bank Loan232209123
Emerging Markets Debt Opportunities Fund (I)5550Emerging Markets Bond245196
Tax-Managed Value Fund (I)4444Large Value11411012740
Balanced Fund (I)444-5Allocation--50% to 70% Equity659601428
Short Duration Strategic Income Fund (I)5445Nontraditional Bond310279109
Floating-Rate & High Income Fund (I)5455Bank Loan232209123
National Municipal Income Fund (I)5445Muni National Long14412398
California Municipal Opportunities Fund (I)5545Muni California Intermediate635749
Global Macro Absolute Return Advantage Fund (I)4434Nontraditional Bond310279109
Emerging Markets Local Income Fund (I)5555Emerging-Markets Local-Currency Bond747042
Atlanta Capital Focused Growth Fund (I)4543Large Growth11381024761
Focused Value Opportunities Fund (I)4344Large Value11411012740
Global Small-Cap Equity Fund (I)4334World Small/Mid Stock13711361
Tax-Managed Equity Asset Allocation Fund (I)444-5Allocation--85%+ Equity14913694
New York Municipal Opportunities Fund (I)4443Muni New York Intermediate504742
Virginia Municipal Income Fund (I)4443Muni Single State Long189155126
Maryland Municipal Income Fund (I)5455Muni Single State Interm129116102
New York Municipal Income Fund (I)4334Muni New York Long655848
North Carolina Municipal Income Fund (I)4334Muni Single State Long189155126
New Jersey Municipal Income Fund (I)4444Muni New Jersey474238
Massachusetts Municipal Income Fund (I)4345Muni Massachusetts443934
South Carolina Municipal Income Fund (I)5555Muni Single State Interm129116102
Arizona Municipal Income Fund (I)4344Muni Single State Long189155126
Oregon Municipal Income Fund (I)5555Muni Single State Long189155126
Connecticut Municipal Income Fund (I)4344Muni Single State Long189155126
Ohio Municipal Income Fund (I)5555Muni Ohio262221
Georgia Municipal Income Fund (I)5455Muni Single State Interm129116102
Minnesota Municipal Income Fund (I)4334Muni Minnesota423730
Missouri Municipal Income Fund (I)5455Muni Single State Long189155126
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania504642
Greater India Fund (I)4443India Equity201813
Richard Bernstein Equity Strategy Fund (I)4444World Large-Stock Blend282239144
Focused Global Opportunities Fund (I)4440World Large-Stock Blend282239

* 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.

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