Morningstar information as of May 31, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
California Municipal Opportunities Fund (I)5555Muni California Intermediate565243
Atlanta Capital Focused Growth Fund (I)4553Large Growth12291097811
Arizona Municipal Income Fund (I)444Muni Single State Long180170136
Balanced Fund (I)545Allocation--50% to 70% Equity688603441
Atlanta Capital Select Equity Fund (I)434Large Growth12291097
Virginia Municipal Income Fund (I)4544Muni Single State Long180170136
Maryland Municipal Income Fund (I)5555Muni Single State Interm133131111
New York Municipal Income Fund (I)4334Muni New York Long676648
North Carolina Municipal Income Fund (I)4345Muni Single State Long180170136
New Jersey Municipal Income Fund (I)4444Muni New Jersey484741
Massachusetts Municipal Income Fund (I)5445Muni Massachusetts423936
Short Duration Government Income Fund (I)5555Short Government989471
Tax-Managed Value Fund (I)4443Large Value1101949698
South Carolina Municipal Income Fund (I)5455Muni Single State Long180170136
Oregon Municipal Income Fund (I)555Muni Single State Long180170136
Connecticut Municipal Income Fund (I)4444Muni Single State Long180170136
Short Duration Inflation-Protected Income Fund (I)444Inflation-Protected Bond198169
Ohio Municipal Income Fund (I)555Muni Ohio252523
Emerging Markets Local Income Fund (I)555Emerging-Markets Local-Currency Bond6760
Missouri Municipal Income Fund (I)555Muni Single State Long180170136
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania535146
Emerging Markets Debt Opportunities Fund (I)55Emerging-Markets Local-Currency Bond6760
Greater India Fund (I)434India Equity25249
Government Opportunities Fund (I)4444Short Government989471
Georgia Municipal Income Fund (I)5555Muni Single State Interm133131111
Global Income Builder Fund (I)4454World Allocation405323168
Tax-Managed Equity Asset Allocation Fund (I)55Allocation--85%+ Equity176158109
Multi-Asset Credit Fund (I)555Multisector Bond303236
Greater China Growth Fund (I)*555China Region757039
High Income Opportunities Fund (I)434High Yield Bond608525338
Income Fund of Boston (I)4344High Yield Bond608525338
AMT-Free Municipal Income Fund (I)5445Muni National Long147132112
Stock Fund (I)4443Large Blend11971065808
Atlanta Capital SMID-Cap Fund (I)5355Mid-Cap Growth542482361
International Small-Cap Fund (I)*44Foreign Small/Mid Growth122
Floating-Rate & High Income Fund (I)5555Bank Loan21819781
TABS 5-to-15 Year Laddered Municipal Bond Fund (I)434Muni National Interm246222
Core Plus Bond Fund (I)555Intermediate Core-Plus Bond549464
TABS Short-Term Municipal Bond Fund (I)4444Muni National Short178162111
TABS 1-to-10 Year Laddered Municipal Bond Fund (I)44Muni National Short178
Floating-Rate Advantage Fund (I)5555Bank Loan21819781
Floating-Rate Fund (I)4454Bank Loan21819781
Richard Bernstein All Asset Strategy Fund (I)*434Tactical Allocation236183
Municipal Opportunities Fund (I)444Muni National Interm246222
National Municipal Income Fund (I)5555Muni National Long147132112
High Yield Municipal Income Fund (I)4444High Yield Muni15413487
Short Duration Municipal Opportunities Fund (I)555Muni National Short178162111


* 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.