Morningstar information as of Jul 31, 2019.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Atlanta Capital Focused Growth Fund (I)4553Large Growth12331104815
Core Plus Bond Fund (I)5550Intermediate Core-Plus Bond539457
Emerging and Frontier Countries Equity Fund (I)*4400Diversified Emerging Mkts711
Tax-Managed Equity Asset Allocation Fund (I)55-5-5Allocation--85%+ Equity15413999
California Municipal Opportunities Fund (I)5455Muni California Intermediate555142
Arizona Municipal Income Fund (I)454-5Muni Single State Long179169142
Connecticut Municipal Income Fund (I)4444Muni Single State Long179169142
Government Opportunities Fund (I)4444Short Government959269
Georgia Municipal Income Fund (I)5555Muni Single State Interm134131111
Emerging Markets Local Income Fund (I)5550Emerging-Markets Local-Currency Bond6860
Global Income Builder Fund (I)4454World Allocation390313182
Balanced Fund (I)545-4Allocation--50% to 70% Equity647571429
Greater China Growth Fund (I)555-5China Region726836
Maryland Municipal Income Fund (I)5555Muni Single State Interm134131111
Greater India Fund (I)*434-3India Equity23229
Massachusetts Municipal Income Fund (I)5445Muni Massachusetts433937
Missouri Municipal Income Fund (I)555-5Muni Single State Long179169142
Multi-Asset Credit Fund (I)5450Multisector Bond301245
Virginia Municipal Income Fund (I)4444Muni Single State Long179169142
National Municipal Income Fund (I)5555Muni National Long147131111
Tax-Managed Value Fund (I)4543Large Value1086949691
High Yield Municipal Income Fund (I)4444High Yield Muni15513688
New York Municipal Income Fund (I)4334Muni New York Long666547
New Jersey Municipal Income Fund (I)5445Muni New Jersey474640
Short Duration Government Income Fund (I)5555Short Government959269
South Carolina Municipal Income Fund (I)5455Muni Single State Long179169142
Short Duration Inflation-Protected Income Fund (I)4540Inflation-Protected Bond193164
Short Duration Strategic Income Fund (I)4443Nontraditional Bond26919864
Richard Bernstein All Asset Strategy Fund (I)*4340Tactical Allocation230182
North Carolina Municipal Income Fund (I)4345Muni Single State Long179169142
Oregon Municipal Income Fund (I)555-5Muni Single State Long179169142
Ohio Municipal Income Fund (I)555-4Muni Ohio252523
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania535147
Atlanta Capital Select Equity Fund (I)4340Large Growth12331104
Emerging Markets Debt Opportunities Fund (I)55-50Emerging-Markets Local-Currency Bond6860
Floating-Rate & High Income Fund (I)5554Bank Loan21919781
Floating-Rate Advantage Fund (I)5555Bank Loan21919781
Floating-Rate Fund (I)4454Bank Loan21919781
AMT-Free Municipal Income Fund (I)4444Muni National Long147131111
Atlanta Capital SMID-Cap Fund (I)5455Mid-Cap Growth534481369
Municipal Opportunities Fund (I)4340Muni National Interm240216
Stock Fund (I)4443Large Blend11971064810
Short Duration Municipal Opportunities Fund (I)555-5Muni National Short179162112
High Income Opportunities Fund (I)434-5High Yield Bond613530343
Income Fund of Boston (I)4344High Yield Bond613530343
TABS Short-Term Municipal Bond Fund (I)4344Muni National Short179162112
TABS 1-to-10 Year Laddered Municipal Bond Fund (I)4400Muni National Short179
Global Small-Cap Equity Fund (I)444-4World Small/Mid Stock1259257
International Small-Cap Fund (I)*4400Foreign Small/Mid Growth122


* 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. Star ratings do not reflect the effect of any applicable sales load. Hollow stars denote Morningstar Extended Performance Ratings and are considered estimates based on the performance of the fund's oldest share class, adjusted for fees and expenses.

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