Overall Morningstar Ratings for select Eaton Vance Funds1

Browse a sampling of our I Share mutual funds that have a five- or four-star rating as of November 30, 2016. Talk with your financial advisor about which funds may help you achieve the outcomes you seek. View all five- and four-star funds »



Municipal Bonds

Municipal Opportunities Fund (EMOIX)

★ ★ ★ ★ ★

255 funds | Muni National Interm category


High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★ ★

139 funds | High Yield Muni category


TABS 5-to-15 Year Laddered Municipal Bond Fund (EILTX)*

★ ★ ★ ★ ★

255 funds | Muni National Interm category


TABS Short-Term Municipal Bond Fund (EIBSX)*

★ ★ ★ ★

170 funds | Muni National Short category


AMT-Free Municipal Income Fund (EVMBX)

★ ★ ★ ★

146 funds | Muni National Long category


National Municipal Income Fund (EIHMX)

★ ★ ★ ★

146 funds | Muni National Long category



View all funds »

 

Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

605 funds | High Yield Bond category


Income Fund of Boston (EIBIX)

★ ★ ★ ★

605 funds | High Yield Bond category


Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

207 funds | Bank Loan category


Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★

207 funds | Bank Loan category


Floating-Rate Fund (EIBLX)

★ ★ ★ ★

207 funds | Bank Loan category



View all funds »

 

U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

584 funds | Mid-Cap Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1308 funds | Large Growth category


Real Estate Fund (EIREX)

★ ★ ★ ★

228 funds | Real Estate category


Tax-Managed Growth Fund 1.1 (EITMX)3

★ ★ ★ ★

1253 funds | Large Blend category


Growth Fund (ELCIX)

★ ★ ★ ★

1308 funds | Large Growth category



View all funds »



Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

101 funds | Short Government category


Short Duration Strategic Income Fund (ESIIX)

★ ★ ★ ★ ★

447 funds | Short-Term Bond category


Emerging Markets Debt Opportunities Fund (EIDOX)

★ ★ ★ ★ ★

77 funds | Emerging-Markets Local-Currency Bond category


Government Obligations Fund (EIGOX)

★ ★ ★ ★ ★

101 funds | Short Government category


Core Plus Bond Fund (EIBAX)

★ ★ ★ ★

858 funds | Intermediate-Term Bond category


Emerging Markets Local Income Fund (EEIIX)

★ ★ ★ ★

77 funds | Emerging-Markets Local-Currency Bond category



View all funds »





 

Global/International

Hexavest Global Equity Fund (EHGIX)

★ ★ ★ ★

840 funds | World Stock category


Hexavest International Equity Fund (EHIIX)

★ ★ ★ ★

621 funds | Foreign Large Blend category


Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

218 funds | Nontraditional Bond category


Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

840 funds | World Stock category



View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★ ★

710 funds | Allocation - 50% to 70% Equity category


Tax-Managed Equity Asset Allocation (EIEAX)

★ ★ ★ ★

131 funds | Allocation - 85%+ Equity category


Richard Bernstein All Asset Strategy Fund (EIRAX)

★ ★ ★ ★

251 funds | Tactical Allocation category



View all funds »











* 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 refer to each Fund’s prospectus to determine whether you are eligible to invest in I shares. Consult your financial advisor before investing.

1 As of 11/30/16: EMOIX was rated 5 stars for 3 years/255 funds; 5 stars for 5 years/225 funds. EIHYX was rated 5 stars for 3 years/139 funds; 5 stars for 5 years/119 funds; 3 stars for 10 years/83 funds. EILTX was rated 5 stars for 3 years/255 funds; 5 stars for 5 years/225 funds. EIBSX was rated 4 stars for 3 years/170 funds; 4 stars for 5 years/147 funds. EVMBX was rated 5 stars for 3 years/146 funds; 5 stars for 5 years/134 funds; 3 stars for 10 years/105 funds. EIHMX was rated 5 stars for 3 years/146 funds; 5 stars for 5 years/134 funds; 2 stars for 10 years/104 funds. EIHIX was rated 5 stars for 3 years/605 funds; 5 stars for 5 years/469 funds; 3 stars for 10 years/311 funds. EIBIX was rated 4 stars for 3 years/605 funds; 4 stars for 5 years/469 funds; 3 stars for 10 years/311 funds. EIFAX was rated 5 stars for 3 years/207 funds; 5 stars for 5 years/155 funds; 5 stars for 10 years/55 funds. EIFHX was rated 4 stars for 3 years/207 funds; 4 stars for 5 years/155 funds; 4 stars for 10 years/55 funds. EIBLX was rated 4 stars for 3 years/207 funds; 3 stars for 5 years/155 funds; 4 stars for 10 years/55 funds. EISMX was rated 5 stars for 3 years/584 funds; 5 stars for 5 years/504 funds; 5 stars for 10 years/366 funds. EIFGX was rated 4 stars for 3 years/1308 funds; 4 stars for 5 years/1129 funds. EIREX was rated 5 stars for 3 years/228 funds; 3 stars for 5 years/207 funds; 4 stars for 10 years/135 funds. EITMX was rated 3 stars for 3 years/1253 funds; 3 stars for 5 years/1099 funds; 4 stars for 10 years/803 funds. ELCIX was rated 4 stars for 3 years/1308 funds; 4 stars for 5 years/1129 funds; 3 stars for 10 years/797 funds. EILDX was rated 5 stars for 3 years/101 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/73 funds. ESIIX was rated 5 stars for 3 years/447 funds; 5 stars for 5 years/366 funds; 5 stars for 10 years/257 funds. EIDOX was rated 5 stars for 3 years/77 funds. EIGOX was rated 5 stars for 3 years/101 funds; 5 stars for 5 years/94 funds; 5 stars for 10 years/73 funds. EIBAX was rated 5 stars for 3 years/858 funds; 4 stars for 5 years/755 funds. EEIIX was rated 4 stars for 3 years/77 funds; 4 stars for 5 years/60 funds. EHGIX was rated 4 stars for 3 years/840 funds. EHIIX was rated 4 stars for 3 years/621 funds. EGRIX was rated 5 stars for 3 years/218 funds; 4 stars for 5 years/152 funds. ERBIX was rated 4 stars for 3 years/840 funds; 4 stars for 5 years/648 funds. EIIFX was rated 5 stars for 3 years/710 funds; 4 stars for 5 years/605 funds; 4 stars for 10 years/412 funds. EIEAX was rated 4 stars for 3 years/131 funds; 4 stars for 5 years/116 funds; 4 stars for 10 years/87 funds. EIRAX was rated 4 stars for 3 years/251 funds; 4 stars for 5 years/166 funds.

2 As of the close of business on January 15, 2013, this Fund has discontinued sale of its shares, with the exception of existing shareholders, qualified retirement plans and certain fee-based programs. See prospectus for additional details.

3These shares are not available for new investments.

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.

About Risks: An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Fund performance is sensitive to stock market volatility. A Fund’s ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. No Fund is a complete investment program and you may lose money investing in a Fund. The funds may engage in other investment practices that may involve additional risks and you should review a Fund prospectus for a complete description.

** Parametric Custom Core is offered through Parametric Custom Tax-Managed & Centralized Portfolio Management. Laddered strategies are offered by Eaton Vance Management, an SEC registered investment advisor. Eaton Vance Management is an affiliate of Parametric.

This information is intended solely to report on investment strategies and opportunities identified by Parametric and Eaton Vance. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Past performance is no guarantee of future results. The views and strategies described may not be suitable for all investors. Parametric and Eaton Vance do not provide legal, tax and/or accounting advice or services. Clients should consult with their own tax or legal advisor prior to entering into any transaction or strategy described herein.

Investing entails risk and there is no assurance that Eaton Vance or Parametric will achieve profits or avoid incurring losses.

The Barron’s Special Report "The Best Mutual Fund Families" was published February 8, 2016. Eaton Vance was ranked #2 for 2015. Barron’s is a trademark of Dow Jones & Co., L.P. All rights reserved. Reprinted with permission.