Morningstar information as of Oct 31, 2018.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Emerging Markets Local Income Fund (I)*454Emerging-Markets Local-Currency Bond6957
Emerging Markets Debt Opportunities Fund (I)*555Emerging-Markets Local-Currency Bond6957
Greater China Growth Fund (I)*5554China Region837442
Focused Growth Opportunities Fund (I)444Large Growth12531120
Atlanta Capital Focused Growth Fund (I)4543Large Growth12531120811
Greater India Fund (I)*4543India Equity24249
Balanced Fund (I)5454Allocation--50% to 70% Equity702620450
Real Estate Fund (I)4344Real Estate222190138
Richard Bernstein All Asset Strategy Fund (I)*444Tactical Allocation238178
Tax-Managed Equity Asset Allocation Fund (I)5554Allocation--85%+ Equity174149108
Virginia Municipal Income Fund (I)4543Muni Single State Long193174150
Maryland Municipal Income Fund (I)5555Muni Single State Interm138137115
New York Municipal Income Fund (I)4344Muni New York Long666448
Arizona Municipal Income Fund (I)4545Muni Single State Long193174150
Oregon Municipal Income Fund (I)5555Muni Single State Long193174150
Georgia Municipal Income Fund (I)5555Muni Single State Interm138137115
Short Duration Strategic Income Fund (I)*4343Nontraditional Bond27817156
Missouri Municipal Income Fund (I)5554Muni Single State Long193174150
Short Duration Inflation-Protected Income Fund (I)555Inflation-Protected Bond206173
North Carolina Municipal Income Fund (I)5455Muni Single State Long193174150
New Jersey Municipal Income Fund (I)4444Muni New Jersey484640
Massachusetts Municipal Income Fund (I)5555Muni Massachusetts444238
South Carolina Municipal Income Fund (I)5555Muni Single State Long193174150
Connecticut Municipal Income Fund (I)4544Muni Single State Long193174150
Ohio Municipal Income Fund (I)5555Muni Ohio302925
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania565348
Core Plus Bond Fund (I)*555Intermediate-Term Bond887785
California Municipal Opportunities Fund (I)5555Muni California Intermediate595645
Government Opportunities Fund (I)5555Short Government1019269
Short Duration Government Income Fund (I)5555Short Government1019269
High Income Opportunities Fund (I)*4354High Yield Bond603505332
Income Fund of Boston (I)*4344High Yield Bond603505332
Atlanta Capital SMID-Cap Fund (I)5455Mid-Cap Growth537487341
Floating-Rate & High Income Fund (I)5555Bank Loan21119282
Floating-Rate Advantage Fund (I)5555Bank Loan21119282
Floating-Rate Fund (I)4544Bank Loan21119282
Multi-Asset Credit Fund (I)*555World Allocation393330
Municipal Opportunities Fund (I)545Muni National Interm260227
National Municipal Income Fund (I)5555Muni National Long146128106
High Yield Municipal Income Fund (I)4444High Yield Muni15512780
Short Duration Municipal Opportunities Fund (I)5555Muni National Short179159101
National Limited Maturity Municipal Income Fund (I)4343Muni National Interm260227151
AMT-Free Municipal Income Fund (I)5554Muni National Long146128106
Multisector Income Fund (I)*453Multisector Bond283215
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)435Muni National Interm260227
TABS Short-Term Municipal Bond Fund (I)434Muni National Short179159


* 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.

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