Morningstar information as of Apr 30, 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 Intermediate676350
Arizona Municipal Income Fund (I)4343Muni Single State Long226196169
Connecticut Municipal Income Fund (I)4443Muni Single State Long226196169
Greater China Growth Fund (I)4344China Region887441
Maryland Municipal Income Fund (I)5554Muni Single State Interm160148128
New York Municipal Income Fund (I)*5453Muni New York Long726248
North Carolina Municipal Income Fund (I)5455Muni Single State Long226196169
New Jersey Municipal Income Fund (I)5453Muni New Jersey484435
Massachusetts Municipal Income Fund (I)*4453Muni Massachusetts484440
Oregon Municipal Income Fund (I)4543Muni Single State Long226196169
Growth Fund (I)4443Large Growth13011146799
Ohio Municipal Income Fund (I)4444Muni Ohio413833
Georgia Municipal Income Fund (I)*5553Muni Single State Interm160148128
Minnesota Municipal Income Fund (I)*4343Muni Minnesota534436
Missouri Municipal Income Fund (I)5453Muni Single State Long226196169
Virginia Municipal Income Fund (I)5452Muni Single State Long226196169
South Carolina Municipal Income Fund (I)5553Muni Single State Long226196169
Tax-Managed Small-Cap Fund (I)4343Small Growth602528387
Pennsylvania Municipal Income Fund (I)4343Muni Pennsylvania595548
Short Duration High Income Fund (I)44High Yield Bond599
Tax-Managed Equity Asset Allocation Fund (I)4444Allocation--85%+ Equity140124101
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond81
Emerging Markets Local Income Fund (I)454Emerging-Markets Local-Currency Bond8158
Balanced Fund (I)4453Allocation--50% to 70% Equity721619426
TABS Short-Term Municipal Bond Fund (I)*444Muni National Short177150
Short Duration Municipal Opportunities Fund (I)5555Muni National Short17715094
Core Plus Bond Fund (I)555Intermediate-Term Bond856763
Focused Growth Opportunities Fund (I)444Large Growth13011146
Government Obligations Fund (I)5555Short Government1049473
Income Fund of Boston (I)4443High Yield Bond599474323
Global Macro Absolute Return Advantage Fund (I)555Nontraditional Bond252162
Municipal Opportunities Fund (I)454Muni National Interm256222
National Limited Maturity Municipal Income Fund (I)*4442Muni National Interm256222148
AMT-Free Municipal Income Fund (I)*4453Muni National Long145132102
Floating-Rate Advantage Fund (I)5555Bank Loan20515561
Floating-Rate Fund (I)4434Bank Loan20515561
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)*555Muni National Interm256222
Small-Cap Fund (I)4344Small Growth602528387
Short Duration Strategic Income Fund (I)4444Nontraditional Bond25216242
National Municipal Income Fund (I)4552Muni National Long145132102
High Yield Municipal Income Fund (I)4443High Yield Muni14411885
Atlanta Capital SMID-Cap Fund (I)5555Mid-Cap Growth576501371
Tax-Managed Growth Fund 1.1 (I)4334Large Blend12421102817
Floating-Rate & High Income Fund (I)5545Bank Loan20515561
Short Duration Government Income Fund (I)5555Short Government1049473
Short Duration Real Return Fund (I)545Inflation-Protected Bond201167
Richard Bernstein All Asset Strategy Fund (I)444Tactical Allocation248169
Real Estate Fund (I)4334Real Estate233204139
Richard Bernstein Equity Strategy Fund (I)434World Large Stock709558
Hexavest Global Equity Fund (I)44World Large Stock709
High Income Opportunities Fund (I)5553High Yield Bond599474323



* 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.