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 July 31, 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)

★ ★ ★ ★ ★

308 funds | Muni National Interm category


High Yield Municipal Income Fund (EIHYX)

★ ★ ★ ★ ★

171 funds | High Yield Muni category


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

★ ★ ★ ★ ★

308 funds | Muni National Interm category


TABS Short-Term Municipal Bond Fund (EIBSX)

★ ★ ★ ★

191 funds | Muni National Short category


AMT-Free Municipal Income Fund (EVMBX)

★ ★ ★ ★

186 funds | Muni National Long category


National Municipal Income Fund (EIHMX)

★ ★ ★ ★

186 funds | Muni National Long category



View all funds »

 

Corporate Credit

High Income Opportunities Fund (EIHIX)

★ ★ ★ ★ ★

655 funds | High Yield Bond category


Income Fund of Boston (EIBIX)

★ ★ ★ ★

655 funds | High Yield Bond category


Floating-Rate & High Income Fund (EIFHX)

★ ★ ★ ★ ★

216 funds | Bank Loan category


Floating-Rate Advantage Fund (EIFAX)

★ ★ ★ ★ ★

216 funds | Bank Loan category


Floating-Rate Fund (EIBLX)

★ ★ ★ ★

216 funds | Bank Loan category



View all funds »

 

U.S. Equities

Atlanta Capital SMID-Cap Fund (EISMX)2

★ ★ ★ ★ ★

654 funds | Mid-Cap Growth category


Real Estate Fund (EIREX)

★ ★ ★ ★

245 funds | Real Estate category


Tax-Managed Growth Fund 1.2 (EITGX)

★ ★ ★ ★

1397 funds | Large Blend category


Stock Fund (EIERX)

★ ★ ★ ★

1397 funds | Large Blend category


Growth Fund (ELCIX)

★ ★ ★ ★

1482 funds | Large Growth category


Focused Growth Opportunities Fund (EIFGX)

★ ★ ★ ★

1482 funds | Large Growth category



View all funds »



Income

Short Duration Government Income Fund (EILDX)

★ ★ ★ ★ ★

106 funds | Short Government category


Government Obligations Fund (EIGOX)

★ ★ ★ ★

106 funds | Short Government category



View all funds »





 

Global/International

Hexavest Global Equity Fund (EHGIX)

★ ★ ★ ★ ★

943 funds | World Stock category


Global Macro Absolute Return Advantage Fund (EGRIX)

★ ★ ★ ★

247 funds | Nontraditional Bond category


Global Income Builder Fund (EDIIX)

★ ★ ★ ★

472 funds | World Allocation


Richard Bernstein Equity Strategy Fund (ERBIX)

★ ★ ★ ★

943 funds | World Stock category


Tax-Managed Global Dividend Income Fund (EIDIX)*

★ ★ ★ ★

943 funds | World Stock category



View all funds »

 

Asset Allocation

Balanced Fund (EIIFX)

★ ★ ★ ★ ★

823 funds | Allocation - 50 to 70% Equity category


Tax-Managed Equity Asset Allocation (EIEAX)

★ ★ ★ ★

150 funds | Allocation - 85%+ Equity category



View all funds »











* These Funds have experienced negative performance during their 1-, 3-, 5- or 10-year period. 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.

1 As of 7/31/16: EMOIX was rated 5 stars for 3 years/308 funds; 5 stars for 5 years/268 funds. EIHYX was rated 5 stars for 3 years/171 funds; 5 stars for 5 years/146 funds; 3 stars for 10 years/99 funds. EILTX was rated 5 stars for 3 years/308 funds; 5 stars for 5 years/268 funds. EIBSX was rated 4 stars for 3 years/191 funds; 4 stars for 5 years/175 funds. EVMBX was rated 5 stars for 3 years/186 funds; 5 stars for 5 years/173 funds; 3 stars for 10 years/145 funds. EIHMX was rated 5 stars for 3 years/186 funds; 5 stars for 5 years/173 funds; 2 stars for 10 years/145 funds. EIHIX was rated 5 stars for 3 years/655 funds; 5 stars for 5 years/526 funds; 3 stars for 10 years/369 funds. EIBIX was rated 4 stars for 3 years/655 funds; 4 stars for 5 years/526 funds; 3 stars for 10 years/369 funds. EIFHX was rated 4 stars for 3 years/216 funds; 4 stars for 5 years/172 funds; 5 stars for 10 years/66 funds. EIFAX was rated 4 stars for 3 years/216 funds; 5 stars for 5 years/172 funds; 5 stars for 10 years/66 funds. EIBLX was rated 3 stars for 3 years/216 funds; 3 stars for 5 years/172 funds; 4 stars for 10 years/66 funds. EISMX was rated 5 stars for 3 years/654 funds; 5 stars for 5 years/575 funds; 5 stars for 10 years/429 funds. EIREX was rated 4 stars for 3 years/245 funds; 4 stars for 5 years/208 funds; 4 stars for 10 years/155 funds. EITGX was rated 4 stars for 3 years/1397 funds; 4 stars for 5 years/1211 funds; 3 stars for 10 years/899 funds. EIERX was rated 5 stars for 3 years/1397 funds; 4 stars for 5 years/1211 funds; 5 stars for 10 years/899 funds. ELCIX was rated 5 stars for 3 years/1482 funds; 4 stars for 5 years/1287 funds; 4 stars for 10 years/924 funds. EIFGX was rated 5 stars for 3 years/1482 funds; 4 stars for 5 years/1287 funds. EILDX was rated 4 stars for 3 years/106 funds; 5 stars for 5 years/100 funds; 4 stars for 10 years/84 funds. EIGOX was rated 5 stars for 3 years/106 funds; 4 stars for 5 years/100 funds; 5 stars for 10 years/84 funds. EHGIX was rated 5 stars for 3 years/943 funds. EGRIX was rated 5 stars for 3 years/247 funds; 4 stars for 5 years/167 funds. EDIIX was rated 5 stars for 3 years/472 funds; 5 stars for 5 years/366 funds; 2 stars for 10 years/176 funds. ERBIX was rated 3 stars for 3 years/943 funds; 4 stars for 5 years/733 funds. EIDIX was rated 4 stars for 3 years/943 funds; 4 stars for 5 years/733 funds; 3 stars for 10 years/418 funds. EIIFX was rated 5 stars for 3 years/823 funds; 5 stars for 5 years/708 funds; 4 stars for 10 years/484 funds. EIEAX was rated 5 stars for 3 years/150 funds; 4 stars for 5 years/132 funds; 4 stars for 10 years/101 funds. 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. Please consult your financial advisor before investing.
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.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating.

© 2016 Morningstar, Inc. 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 is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each 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 Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

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.

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.

 

loading

We apologize for the inconvenience but we are experiencing a technical issue.

We are working on a solution. Please try again later.

If you require further assistance, please call:
1-800-836-2414.

You have already upgraded your account. Please login using the link at the top of the page.

    Your download will begin when this window is closed.

    You have successfully un-subscribed from .

    As a subscriber, you are one step away from getting more access and control. Register now by simply creating a password below.

    Passwords must be 8 to 20 alphanumeric characters, including a special character:
    ! @ # $ % ^ & * ( ) - _ = + , < . > ?.

    Cancel

    Trouble registering? Call 1-800-836-2414.

    Congratulations! You are registered.

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Congratulations!

    We are pleased to grant you access to this Eaton Vance website.

    Please click here to be logged in with your username .

    A verification email has been sent.

    You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.

    Trouble signing in? Call 1-800-836-2414.

    This account is restricted.

    Your account has limited access. You currently have access to content for:

    Firm restriction.

    This document has not been approved at your firm. We can not complete your subscription request at this time. Please try again later.


    If you need further assistance, please call 1-800-836-2414.

    This account has been updated.

    Your account has been updated to use your new email address .

    We have sent a verification email to with a verification link to confirm the change.

    Trouble receiving the verification email? Call 1-800-836-2414.

    This email account has not been verified.

    Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Thank you.

    An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Re-verification Required

    For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

    A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Verification Accepted

    You have been granted access to the requested content.

    Remember Me

    Click here to remain recognized on this device for future visits to EatonVance.com

    Do Not Remember Me

    Click here if you are using a Public Computer or Shared Device.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Subscribe to new content: Register

    Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.

    Subscribe All

    Thank you for downloading

    If your download did not start automatically, please click here.

    Stay on top of your game.

    Receive email notifications when the  is updated by clicking the subscribe button.

    Close

    Thank you for subscribing

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.

    Un-subscription request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Stay on top of your game.

    You have selected to receive email notifications for:

    Cancel

    Subscribe to new content: Register

    Stay on top of your game.

    You are currently "Opted Out" of all Eaton Vance email communications. If you would like to be alerted of updates to your new subscription, please Opt In:

    Close

    Enter your e-mail address to reset your password.

    Already have an account?
    Subscribe to new content: Register

    Trouble registering? Call 1-800-836-2414.

    Simply enter your e-mail address to register.

    Cancel

    Already have an account?

    Register for more access and control.
    • Elevate your business practice with materials from the Advisor Institute.
    • Learn more with exclusive videos, conference calls, and the latest insights.
    • Follow products, get product notifications, and manage your Eaton Vance communications.
    Please wait while the data is being prepared for download.
    loading
    This message will automatically close when your file is ready.
    Please enter a new email.

    Trouble signing in? Call 1-800-836-2414.

    Investment Professionals

    Register Now

    Already have an account? .

     

    Symbol:  

    NAV as of