Morningstar information as of Jun 30, 2017.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Greater China Growth Fund (I)4444China Region897541
Focused Growth Opportunities Fund (I)444Large Growth12771152
Municipal Opportunities Fund (I)*444Muni National Interm263227
National Limited Maturity Municipal Income Fund (I)*4442Muni National Interm263227154
National Municipal Income Fund (I)*4552Muni National Long142132106
Small-Cap Fund (I)4343Small Growth599533398
Real Estate Fund (I)*4434Real Estate230201141
AMT-Free Municipal Income Fund (I)*4453Muni National Long142132106
Short Duration Government Income Fund (I)5555Short Government1059573
South Carolina Municipal Income Fund (I)*5553Muni Single State Long226196169
Arizona Municipal Income Fund (I)*4443Muni Single State Long226196169
Global Macro Absolute Return Advantage Fund (I)555Nontraditional Bond259159
Connecticut Municipal Income Fund (I)*4443Muni Single State Long226196169
Government Obligations Fund (I)5555Short Government1059573
Short Duration Real Return Fund (I)545Inflation-Protected Bond202172
Growth Fund (I)4443Large Growth12771152803
High Yield Municipal Income Fund (I)*4443High Yield Muni14511986
Stock Fund (I)4345Large Blend12231080802
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17615392
Short Duration Strategic Income Fund (I)4444Nontraditional Bond25915944
Tax-Managed Small-Cap Fund (I)4343Small Growth599533398
TABS Short-Term Municipal Bond Fund (I)*444Muni National Short176153
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth576502370
Balanced Fund (I)4453Allocation--50% to 70% Equity727653429
High Income Opportunities Fund (I)5553High Yield Bond590474317
Income Fund of Boston (I)4443High Yield Bond590474317
Maryland Municipal Income Fund (I)*5554Muni Single State Interm160148130
New York Municipal Income Fund (I)*4443Muni New York Long676145
Core Plus Bond Fund (I)454Intermediate-Term Bond856767
North Carolina Municipal Income Fund (I)*5454Muni Single State Long226196169
New Jersey Municipal Income Fund (I)*5553Muni New Jersey484436
Massachusetts Municipal Income Fund (I)*4453Muni Massachusetts484440
Oregon Municipal Income Fund (I)4543Muni Single State Long226196169
Ohio Municipal Income Fund (I)*4444Muni Ohio413833
Minnesota Municipal Income Fund (I)*4443Muni Minnesota534436
Hexavest Global Equity Fund (I)44World Large Stock714
Short Duration High Income Fund (I)44High Yield Bond590
Tax-Managed Equity Asset Allocation Fund (I)4444Allocation--85%+ Equity14712398
Floating-Rate & High Income Fund (I)5545Bank Loan21016065
Floating-Rate Advantage Fund (I)5555Bank Loan21016065
Floating-Rate Fund (I)4544Bank Loan21016065
Tax-Managed Growth Fund 1.1 (I)4434Large Blend12231080802
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)*555Muni National Interm263227
Virginia Municipal Income Fund (I)5552Muni Single State Long226196169
California Municipal Opportunities Fund (I)*5554Muni California Intermediate676350
Georgia Municipal Income Fund (I)*5553Muni Single State Interm160148130
Missouri Municipal Income Fund (I)*5553Muni Single State Long226196169
Pennsylvania Municipal Income Fund (I)*4343Muni Pennsylvania595548
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation249176
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond81
Emerging Markets Local Income Fund (I)444Emerging-Markets Local-Currency Bond8164



* 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.