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Differentiated Solutions from a Leader in Active Fixed Income

Access a fixed-income platform that combines specialized expertise, disciplined active processes, broad market
access and institutional-scale resources to identify inefficiencies, manage risk dynamically and pursue alpha in
today’s bond markets.

Overall Morningstar Ratings™ as of June 30, 2026 (Based on Risk-Adjusted Returns). For additional Morningstar information, refer to the disclosures below.

Total Return

Multi-Sector

Municipals

*Eaton Vance Intermediate Municipal Income ETF not yet rated

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Explore our wide range of highly rated active strategies across asset classes. All emphasize flexibility, risk
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Income

Short Duration Income

Corporate Credit

Municipal Income

Alternative

*North Haven Private Assets Fund not yet rated

U.S. Equity

Global Equity

International Equity

Asset Allocation

Emerging Markets Equity

The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds and exchange-traded funds) 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. ©2026 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.

The total number of funds in the Intermediate Core-Plus Bond category for the 3-, 5- and 10-year periods are 499, 463, and 355 funds, respectively.

The total number of funds in the Multisector Bond category for the 3-, 5- and 10-year periods are 347, 311, and 228 funds, respectively.

The total number of funds in the Intermediate Core Bond category for the 3-, 5- and 10-year periods are 417, 383, and 285 funds, respectively.

The total number of funds in the Emerging Markets Bond category for the 3-, 5- and 10-year periods are 201, 191, and 134 funds, respectively.

The total number of funds in the Emerging-Markets Local-Currency Bond category for the 3-, 5- and 10-year periods are 63, 61, and 54 funds, respectively.

The total number of funds in the Government Mortgage-Backed Bond category for the 3-, 5- and 10-year periods are 121, 120, and 103 funds, respectively.

The total number of funds in the Long Government category for the 3-, 5- and 10-year periods are 52, 38, and 30 funds, respectively.

The total number of funds in the Securitized Bond - Diversified category for the 3-, 5- and 10-year periods are 87, 74, and 45 funds, respectively.

The total number of funds in the Global Bond category for the 3-, 5- and 10-year periods are 143, 142, and 120 funds, respectively.

The total number of funds in the Global Moderate Allocation category for the 3-, 5- and 10-year periods are 402, 389, and 323 funds, respectively.

The total number of funds in the Corporate Bond category for the 3-, 5- and 10-year periods are 155, 150, and 96 funds, respectively.

The total number of funds in the Short Government category for the 3-, 5- and 10-year periods are 71, 63, and 55 funds, respectively.

The total number of funds in the Inflation-Protected Bond category for the 3-, 5- and 10-year periods are 134, 127, and 105 funds, respectively.

The total number of funds in the Short-Term Inflation-Protected Bond category for the 3-, 5- and 10-year periods are 63, 62, and 52 funds, respectively.

The total number of funds in the Short-Term Bond category for the 3-, 5- and 10-year periods are 517, 488, and 379 funds, respectively.

The total number of funds in the Ultrashort Bond category for the 3-, 5- and 10-year periods are 225, 183, and 116 funds, respectively.

The total number of funds in the High Yield Bond category for the 3-, 5- and 10-year periods are 571, 535, and 438 funds, respectively.

The total number of funds in the Bank Loan category for the 3-, 5- and 10-year periods are 199, 188, and 166 funds, respectively.

The total number of funds in the Nontraditional Bond category for the 3-, 5- and 10-year periods are 193, 179, and 125 funds, respectively.

The total number of funds in the Commodities Broad Basket category for the 3-, 5- and 10-year periods are 99, 93, and 68 funds, respectively.

The total number of funds in the Equity Hedged category for the 3-, 5- and 10-year periods are 139, 118, and 64 funds, respectively.

The total number of funds in the Muni National Short category for the 3-, 5- and 10-year periods are 205, 191, and 150 funds, respectively.

The total number of funds in the Muni National Long category for the 3-, 5- and 10-year periods are 150, 148, and 108 funds, respectively.

The total number of funds in the High Yield Muni category for the 3-, 5- and 10-year periods are 167, 160, and 120 funds, respectively.

The total number of funds in the Muni National Interm category for the 3-, 5- and 10-year periods are 256, 239, and 177 funds, respectively.

The total number of funds in the Muni California Intermediate category for the 3-, 5- and 10-year periods are 50, 48, and 42 funds, respectively.

The total number of funds in the Muni Single State Interm category for the 3-, 5- and 10-year periods are 105, 105, and 94 funds, respectively.

The total number of funds in the Muni Ohio category for the 3-, 5- and 10-year periods are 18, 18, and 14 funds, respectively.

The total number of funds in the Muni Pennsylvania category for the 3-, 5- and 10-year periods are 41, 41, and 34 funds, respectively.

The total number of funds in the Muni Massachusetts category for the 3-, 5- and 10-year periods are 35, 35, and 28 funds, respectively.

The total number of funds in the Muni New Jersey category for the 3-, 5- and 10-year periods are 41, 41, and 34 funds, respectively.

The total number of funds in the Large Blend category for the 3-, 5- and 10-year periods are 1203, 1123, and 889 funds, respectively.

The total number of funds in the Large Value category for the 3-, 5- and 10-year periods are 1054, 991, and 830 funds, respectively.

The total number of funds in the Large Growth category for the 3-, 5- and 10-year periods are 978, 928, and 751 funds, respectively.

The total number of funds in the Global Large-Stock Growth category for the 3-, 5- and 10-year periods are 288, 274, and 201 funds, respectively.

The total number of funds in the Global Small/Mid Stock category for the 3-, 5- and 10-year periods are 153, 143, and 90 funds, respectively.

The total number of funds in the Foreign Large Blend category for the 3-, 5- and 10-year periods are 645, 606, and 479 funds, respectively.

The total number of funds in the Diversified Emerging Mkts category for the 3-, 5- and 10-year periods are 688, 626, and 464 funds, respectively.

The total number of funds in the Moderate Allocation category for the 3-, 5- and 10-year periods are 460, 440, and 375 funds, respectively.

The total number of funds in the Aggressive Allocation category for the 3-, 5- and 10-year periods are 87, 86, and 70 funds, respectively.

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About Risk: The value of investments held by the Funds may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. As interest rates rise, the value of certain income investments is likely to decline. Investments in debt instruments may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer’s ability to make principal and interest payments. Investments rated below investment grade (sometimes referred to as “junk”) are typically subject to greater price volatility and illiquidity than higher-rated investments.

Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, currency exchange rates or other conditions. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Funds may underperform funds that do not utilize a responsible investment strategy. The Funds’ exposure to derivatives involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other investments. Derivatives instruments can be highly volatile, result in leverage (which can increase both the risk and return potential of the Fund). If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Funds could experience delays in the return of collateral or other assets held by the counterparty. 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 each Fund prospectus for a complete description.