Morningstar information as of Oct 31, 2017.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Government Obligations Fund (I)5555Short Government1039372
Balanced Fund (I)5453Allocation--50% to 70% Equity686625438
Real Estate Fund (I)4334Real Estate232203142
Emerging Markets Local Income Fund (I)555Emerging-Markets Local-Currency Bond8065
California Municipal Opportunities Fund (I)5554Muni California Intermediate666250
Arizona Municipal Income Fund (I)4443Muni Single State Long221191166
Greater China Growth Fund (I)4344China Region857236
Core Plus Bond Fund (I)555Intermediate-Term Bond854772
Connecticut Municipal Income Fund (I)4443Muni Single State Long221191166
Georgia Municipal Income Fund (I)5554Muni Single State Interm148136119
Maryland Municipal Income Fund (I)5554Muni Single State Interm148136119
New York Municipal Income Fund (I)5454Muni New York Long666046
New Jersey Municipal Income Fund (I)5553Muni New Jersey484438
Massachusetts Municipal Income Fund (I)4453Muni Massachusetts474339
Minnesota Municipal Income Fund (I)4343Muni Minnesota524335
Missouri Municipal Income Fund (I)5553Muni Single State Long221191166
Virginia Municipal Income Fund (I)5552Muni Single State Long221191166
North Carolina Municipal Income Fund (I)5455Muni Single State Long221191166
South Carolina Municipal Income Fund (I)5553Muni Single State Long221191166
Richard Bernstein Equity Strategy Fund (I)444World Large Stock704583
Oregon Municipal Income Fund (I)4543Muni Single State Long221191166
Ohio Municipal Income Fund (I)5554Muni Ohio413833
Pennsylvania Municipal Income Fund (I)4343Muni Pennsylvania595548
Short Duration Strategic Income Fund (I)4344Nontraditional Bond26016641
TABS Short-Term Municipal Bond Fund (I)444Muni National Short171149
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond80
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation256197
Hedged Stock Fund (I)434Options-based7735
Tax-Managed Equity Asset Allocation Fund (I)4443Allocation--85%+ Equity156131105
Short Duration Government Income Fund (I)5555Short Government1039372
Short Duration Inflation-Protected Income Fund (I)555Inflation-Protected Bond198176
Short Duration High Income Fund (I)44High Yield Bond609
Floating-Rate Fund (I)4544Bank Loan20916064
High Income Opportunities Fund (I)5453High Yield Bond609489320
Income Fund of Boston (I)4443High Yield Bond609489320
Municipal Opportunities Fund (I)444Muni National Interm257224
National Limited Maturity Municipal Income Fund (I)4342Muni National Interm257224156
National Municipal Income Fund (I)4552Muni National Long136127103
AMT-Free Municipal Income Fund (I)4443Muni National Long136127103
Global Macro Absolute Return Advantage Fund (I)555Nontraditional Bond260166
Floating-Rate Advantage Fund (I)5555Bank Loan20916064
High Yield Municipal Income Fund (I)4453High Yield Muni14611885
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17114993
Global Income Builder Fund (I)4552World Allocation393337164
Floating-Rate & High Income Fund (I)5545Bank Loan20916064
Tax-Managed Growth Fund 1.1 (I)4334Large Blend12141078794
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)545Muni National Interm257224
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth557480360

* 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.