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    • Mutual Funds
    • Eaton Vance
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    • Calvert
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    • Equity
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    • Atlanta Capital Focused Growth Fund
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    • Growth Fund
    • Large-Cap Value Fund
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    • Stock Fund
    • Dividend Builder Fund
    • Global Income Builder Fund
    • Tax-Managed Global Dividend Income Fund
    • Emerging and Frontier Countries Equity Fund
    • Greater China Growth Fund
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    • Richard Bernstein Equity Strategy Fund
    • Worldwide Health Sciences Fund
    • Balanced Fund
    • Richard Bernstein All Asset Strategy Fund
    • Tax-Managed Equity Asset Allocation Fund
    • Tax-Managed Growth Fund 1.0
    • Tax-Managed Growth Fund 1.1
    • Tax-Managed Growth Fund 1.2
    • Tax-Managed Multi-Cap Growth Fund
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    • Taxable Income
    • Municipal Income - National
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    • Core Bond Fund
    • Emerging Markets Debt Opportunities Fund
    • Emerging Markets Local Income Fund
    • Floating-Rate & High Income Fund
    • Floating-Rate Advantage Fund
    • Floating-Rate Fund
    • Floating-Rate Opportunities Fund
    • Global Sovereign Opportunities Fund
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    • High Income Opportunities Fund
    • Income Fund of Boston
    • Multi-Asset Credit Fund
    • Short Duration Government Income Fund
    • Short Duration High Income Fund
    • Short Duration Inflation-Protected Income Fund
    • Short Duration Strategic Income Fund
    • Total Return Bond Fund
    • AMT-Free Municipal Income Fund
    • High Yield Municipal Income Fund
    • Municipal Opportunities Fund
    • National Limited Maturity Municipal Income Fund
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    • Arizona Municipal Income Fund
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    • Equity
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    • Parametric Tax-Managed Emerging Markets Fund
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    • Parametric International Equity Fund
    • Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund
    • Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund
    • Parametric TABS Intermediate-Term Municipal Bond Fund
    • Parametric TABS Short-Term Municipal Bond Fund
    • Parametric Commodity Strategy Fund
    • Parametric Volatility Risk Premium - Defensive Fund
    • Active Equity
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    • Income
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    • Calvert Equity Fund
    • Calvert Focused Value Fund
    • Calvert Mid-Cap Fund
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    • Calvert Small/Mid-Cap Fund
    • Calvert Emerging Markets Advancement Fund
    • Calvert Emerging Markets Equity Fund
    • Calvert Emerging Markets Focused Growth Fund
    • Calvert Global Equity Fund
    • Calvert Global Real Estate Fund
    • Calvert Global Small-Cap Equity Fund
    • Calvert International Equity Fund
    • Calvert International Opportunities Fund
    • Domestic Equity
    • Global/International Equity
    • Calvert US Large-Cap Core Responsible Index Fund
    • Calvert US Large-Cap Growth Responsible Index Fund
    • Calvert US Large-Cap Value Responsible Index Fund
    • Calvert US Mid-Cap Core Responsible Index Fund
    • Calvert Global Energy Solutions Fund
    • Calvert Global Water Fund
    • Calvert International Responsible Index Fund
    • Taxable Income
    • Tax Advantaged/Municipal Income
    • Calvert Bond Fund
    • Calvert Core Bond Fund
    • Calvert Flexible Bond Fund
    • Calvert Floating-Rate Advantage Fund
    • Calvert Green Bond Fund
    • Calvert High Yield Bond Fund
    • Calvert Income Fund
    • Calvert Mortgage Access Fund
    • Calvert Short Duration Income Fund
    • Calvert Ultra-Short Duration Income Fund
    • Calvert Responsible Municipal Income Fund
    • Calvert Balanced Fund
    • Calvert Conservative Allocation Fund
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    • Calvert Moderate Allocation Fund
    • Equity
    • Income
    • Term Trusts
    • Domestic Equity
    • Global/International Equity
    • Enhanced Equity Income Fund
    • Enhanced Equity Income Fund II
    • Risk-Managed Diversified Equity Income Fund
    • Tax-Advantaged Dividend Income Fund
    • Tax-Managed Buy-Write Income Fund
    • Tax-Managed Buy-Write Opportunities Fund
    • Tax-Managed Diversified Equity Income Fund
    • Tax-Advantaged Global Dividend Income Fund
    • Tax-Advantaged Global Dividend Opportunities Fund
    • Tax-Managed Global Buy-Write Opportunities Fund
    • Tax-Managed Global Diversified Equity Income Fund
    • Taxable Income
    • Municipal Income - National
    • Municipal Income - State
    • Floating-Rate Income Trust
    • Limited Duration Income Fund
    • Senior Floating-Rate Trust
    • Senior Income Trust
    • Short Duration Diversified Income Fund
    • Municipal Bond Fund
    • Municipal Income Trust
    • National Municipal Opportunities Trust
    • California Municipal Bond Fund
    • California Municipal Income Trust
    • New York Municipal Bond Fund
    • Municipal Income 2028 Term Trust
    • ETX Municipal Income 2028 Term Trust
    • EVN Municipal Income Trust
    • EOS Enhanced Equity Income Fund II
    • EVT Tax-Advantaged Dividend Income Fund
    • ETG Tax-Advantaged Global Dividend Income Fund
    • EIM Municipal Bond Fund
    • EFR Senior Floating-Rate Trust
    • EVF Senior Income Trust
    • EVG Short Duration Diversified Income Fund
    • EFT Floating-Rate Income Trust
    • EXG Tax-Managed Global Diversified Equity Income Fund
    • ETO Tax-Advantaged Global Dividend Opportunities Fund
    • EOT National Municipal Opportunities Trust
    • ETV Tax-Managed Buy-Write Opportunities Fund
    • EOI Enhanced Equity Income Fund
    • ETW Tax-Managed Global Buy-Write Opportunities Fund
    • ETY Tax-Managed Diversified Equity Income Fund
    • ETB Tax-Managed Buy-Write Income Fund
    • ETJ Risk-Managed Diversified Equity Income Fund
    • EVV Limited Duration Income Fund
    • EIFGX Focused Growth Opportunities Fund (I)
    • EAFGX Focused Growth Opportunities Fund (A)
    • ECFGX Focused Growth Opportunities Fund (C)
    • EAGCX Atlanta Capital Focused Growth Fund (C)
    • EILGX Atlanta Capital Focused Growth Fund (I)
    • ECTMX Dividend Builder Fund (C)
    • EGIIX Greater India Fund (I)
    • ELCRX Growth Fund (R)
    • EVTMX Dividend Builder Fund (A)
    • ECGOX Government Opportunities Fund (C)
    • ECGIX Greater India Fund (C)
    • EAALX Atlanta Capital Focused Growth Fund (A)
    • ERGOX Government Opportunities Fund (R)
    • EIGOX Government Opportunities Fund (I)
    • EVGOX Government Opportunities Fund (A)
    • ELCIX Growth Fund (I)
    • EALCX Growth Fund (A)
    • ECLCX Growth Fund (C)
    • ETGIX Greater India Fund (A)
    • EIUTX Dividend Builder Fund (I)
    • CEYRX Calvert Equity Fund (R6)
    • ESECX Atlanta Capital Select Equity Fund (C)
    • ESEAX Atlanta Capital Select Equity Fund (A)
    • ESEIX Atlanta Capital Select Equity Fund (I)
    • CGAEX Calvert Global Energy Solutions Fund (A)
    • CSVIX Calvert Small-Cap Fund (I)
    • CLAIX Calvert Moderate Allocation Fund (I)
    • CWVIX Calvert International Equity Fund (I)
    • CWVGX Calvert International Equity Fund (A)
    • CUBIX Calvert Flexible Bond Fund (I)
    • CSCCX Calvert Small-Cap Fund (C)
    • CMJIX Calvert US Mid-Cap Core Responsible Index Fund (I)
    • CCVAX Calvert Small-Cap Fund (A)
    • CVMIX Calvert Emerging Markets Equity Fund (I)
    • CAAAX Calvert Growth Allocation Fund (A)
    • CFWCX Calvert Global Water Fund (C)
    • CCACX Calvert Mid-Cap Fund (C)
    • CCPIX Calvert Mid-Cap Fund (I)
    • CSECX Calvert Equity Fund (C)
    • CMJAX Calvert US Mid-Cap Core Responsible Index Fund (A)
    • CWVCX Calvert International Equity Fund (C)
    • CMAAX Calvert Moderate Allocation Fund (A)
    • CAEIX Calvert Global Energy Solutions Fund (I)
    • CUBCX Calvert Flexible Bond Fund (C)
    • CCAFX Calvert Mid-Cap Fund (A)
    • CEYIX Calvert Equity Fund (I)
    • CFAIX Calvert Conservative Allocation Fund (I)
    • CUBAX Calvert Flexible Bond Fund (A)
    • CVMAX Calvert Emerging Markets Equity Fund (A)
    • CAACX Calvert Growth Allocation Fund (C)
    • CAGIX Calvert Growth Allocation Fund (I)
    • CSIEX Calvert Equity Fund (A)
    • CALCX Calvert Conservative Allocation Fund (C)
    • COIIX Calvert International Opportunities Fund (I)
    • CFWIX Calvert Global Water Fund (I)
    • CCLAX Calvert Conservative Allocation Fund (A)
    • CDHAX Calvert International Responsible Index Fund (A)
    • CDHIX Calvert International Responsible Index Fund (I)
    • ESERX Atlanta Capital Select Equity Fund (R6)
    • CFORX Calvert Floating-Rate Advantage Fund (R6)
    • CFOAX Calvert Floating-Rate Advantage Fund (A)
    • CFOIX Calvert Floating-Rate Advantage Fund (I)
    • CIOAX Calvert International Opportunities Fund (A)
    • CMACX Calvert Moderate Allocation Fund (C)
    • CVMCX Calvert Emerging Markets Equity Fund (C)
    • CFWAX Calvert Global Water Fund (A)
    • COICX Calvert International Opportunities Fund (C)
    • CGACX Calvert Global Energy Solutions Fund (C)
    • CVMRX Calvert Emerging Markets Equity Fund (R6)
    • CIESX Calvert International Equity Fund (R6)
    • CALRX Calvert Small-Cap Fund (R6)
    • COIRX Calvert International Opportunities Fund (R6)
    • CDHRX Calvert International Responsible Index Fund (R6)
    • CUBRX Calvert Flexible Bond Fund (R6)
    • CEFAX Calvert Emerging Markets Advancement Fund (A)
    • CEFIX Calvert Emerging Markets Advancement Fund (I)
    • CMCRX Calvert US Mid-Cap Core Responsible Index Fund (R6)
    • CAMRX Calvert Moderate Allocation Fund (R6)
    • CAARX Calvert Conservative Allocation Fund (R6)
    • CGARX Calvert Growth Allocation Fund (R6)
    • CGEIX Calvert Global Real Estate Fund (I)
    • CGRAX Calvert Global Real Estate Fund (A)
    • ERLGX Atlanta Capital Focused Growth Fund (R6)
    • ETEGX Small-Cap Fund (A)
    • ECNJX New Jersey Municipal Income Fund (C)
    • EHSTX Large-Cap Value Fund (A)
    • EICGX Greater China Growth Fund (I)
    • EVCGX Greater China Growth Fund (A)
    • ETIGX Parametric Tax-Managed International Equity Fund (A)
    • ECCPX Tax-Managed Multi-Cap Growth Fund (C)
    • ECSMX Small-Cap Fund (C)
    • EAFVX Focused Value Opportunities Fund (A)
    • EIFVX Focused Value Opportunities Fund (I)
    • ECFVX Focused Value Opportunities Fund (C)
    • EIPCX Parametric Commodity Strategy Fund (I)
    • EINCX North Carolina Municipal Income Fund (I)
    • ECIGX Parametric Tax-Managed International Equity Fund (C)
    • EIGIX Core Bond Fund (I)
    • EINJX New Jersey Municipal Income Fund (I)
    • EISGX Small-Cap Fund (I)
    • ERSGX Small-Cap Fund (R)
    • ETNJX New Jersey Municipal Income Fund (A)
    • EITIX Parametric Tax-Managed International Equity Fund (I)
    • EILDX Short Duration Government Income Fund (I)
    • ECRRX Short Duration Inflation-Protected Income Fund (C)
    • EALDX Short Duration Government Income Fund (A)
    • ECNCX North Carolina Municipal Income Fund (C)
    • ETMNX Minnesota Municipal Income Fund (A)
    • EITVX Tax-Managed Value Fund (I)
    • ECSTX Large-Cap Value Fund (C)
    • EATVX Tax-Managed Value Fund (A)
    • ETMGX Tax-Managed Small-Cap Fund (A)
    • ECTVX Tax-Managed Value Fund (C)
    • EAGIX Core Bond Fund (A)
    • ERSTX Large-Cap Value Fund (R)
    • EARRX Short Duration Inflation-Protected Income Fund (A)
    • EIRRX Short Duration Inflation-Protected Income Fund (I)
    • EILVX Large-Cap Value Fund (I)
    • ECMGX Tax-Managed Small-Cap Fund (C)
    • EIMNX Minnesota Municipal Income Fund (I)
    • ETNCX North Carolina Municipal Income Fund (A)
    • EIMGX Tax-Managed Small-Cap Fund (I)
    • ECMNX Minnesota Municipal Income Fund (C)
    • EACPX Tax-Managed Multi-Cap Growth Fund (A)
    • ECLDX Short Duration Government Income Fund (C)
    • ECCGX Greater China Growth Fund (C)
    • ECRAX Richard Bernstein All Asset Strategy Fund (C)
    • EIRAX Richard Bernstein All Asset Strategy Fund (I)
    • EARAX Richard Bernstein All Asset Strategy Fund (A)
    • CULRX Calvert Ultra-Short Duration Income Fund (R6)
    • CBORX Calvert Bond Fund (R6)
    • ERLVX Large-Cap Value Fund (R6)
    • EAPCX Parametric Commodity Strategy Fund (A)
    • CINCX Calvert Income Fund (I)
    • CSDAX Calvert Short Duration Income Fund (A)
    • CULIX Calvert Ultra-Short Duration Income Fund (I)
    • CULAX Calvert Ultra-Short Duration Income Fund (A)
    • CFICX Calvert Income Fund (A)
    • CIFCX Calvert Income Fund (C)
    • CBDIX Calvert Bond Fund (I)
    • CDSIX Calvert Short Duration Income Fund (I)
    • EILIX International Small-Cap Fund (I)
    • EILAX International Small-Cap Fund (A)
    • CGJAX Calvert US Large-Cap Growth Responsible Index Fund (A)
    • CFJAX Calvert US Large-Cap Value Responsible Index Fund (A)
    • CDICX Calvert Short Duration Income Fund (C)
    • CGJIX Calvert US Large-Cap Growth Responsible Index Fund (I)
    • CSIBX Calvert Bond Fund (A)
    • CFJIX Calvert US Large-Cap Value Responsible Index Fund (I)
    • CSBCX Calvert Bond Fund (C)
    • CDSRX Calvert Short Duration Income Fund (R6)
    • EASDX Short Duration Government Income Fund (Advisers)
    • CLGRX Calvert US Large-Cap Growth Responsible Index Fund (R6)
    • CLVRX Calvert US Large-Cap Value Responsible Index Fund (R6)
    • CMMRX Calvert Mortgage Access Fund (R6)
    • CRFRX Calvert Focused Value Fund (R6)
    • CRFIX Calvert Focused Value Fund (I)
    • CMMIX Calvert Mortgage Access Fund (I)
    • CMMAX Calvert Mortgage Access Fund (A)
    • CMMCX Calvert Mortgage Access Fund (C)
    • CRFCX Calvert Focused Value Fund (C)
    • CRFAX Calvert Focused Value Fund (A)
    • CINRX Calvert Income Fund (R6)
    • EIDIX Tax-Managed Global Dividend Income Fund (I)
    • EBABX Total Return Bond Fund (A)
    • ECDIX Tax-Managed Global Dividend Income Fund (C)
    • ERHSX Worldwide Health Sciences Fund (R)
    • EIBAX Total Return Bond Fund (I)
    • EAIIX Global Sovereign Opportunities Fund (A)
    • EIHSX Worldwide Health Sciences Fund (I)
    • ECHSX Worldwide Health Sciences Fund (C)
    • ERBIX Richard Bernstein Equity Strategy Fund (I)
    • ECBAX Total Return Bond Fund (C)
    • ERBAX Richard Bernstein Equity Strategy Fund (A)
    • ETHSX Worldwide Health Sciences Fund (A)
    • ERBCX Richard Bernstein Equity Strategy Fund (C)
    • EIIMX Global Sovereign Opportunities Fund (I)
    • ECIMX Global Sovereign Opportunities Fund (C)
    • EADIX Tax-Managed Global Dividend Income Fund (A)
    • EIPDX Parametric Dividend Income Fund (I)
    • EAPDX Parametric Dividend Income Fund (A)
    • ERABX Total Return Bond Fund (R6)
    • CSIFX Calvert Balanced Fund (A)
    • CSGCX Calvert Balanced Fund (C)
    • CBAIX Calvert Balanced Fund (I)
    • CBARX Calvert Balanced Fund (R6)
    • ECEAX Tax-Managed Equity Asset Allocation Fund (C)
    • EAEAX Tax-Managed Equity Asset Allocation Fund (A)
    • EIEAX Tax-Managed Equity Asset Allocation Fund (I)
    • ENYIX New York Municipal Opportunities Fund (I)
    • EINYX New York Municipal Income Fund (I)
    • ECSCX South Carolina Municipal Income Fund (C)
    • EICAX California Municipal Opportunities Fund (I)
    • EACAX California Municipal Opportunities Fund (A)
    • ECGAX Georgia Municipal Income Fund (C)
    • ECCAX California Municipal Opportunities Fund (C)
    • EZNYX New York Municipal Opportunities Fund (C)
    • ECMMX Massachusetts Municipal Income Fund (C)
    • EIMAX Massachusetts Municipal Income Fund (I)
    • ETGAX Georgia Municipal Income Fund (A)
    • EISCX South Carolina Municipal Income Fund (I)
    • ETOHX Ohio Municipal Income Fund (A)
    • EIORX Oregon Municipal Income Fund (I)
    • ETNYX New York Municipal Income Fund (A)
    • ECORX Oregon Municipal Income Fund (C)
    • ETMAX Massachusetts Municipal Income Fund (A)
    • EIOHX Ohio Municipal Income Fund (I)
    • ETORX Oregon Municipal Income Fund (A)
    • EIGAX Georgia Municipal Income Fund (I)
    • ECNYX New York Municipal Income Fund (C)
    • EASCX South Carolina Municipal Income Fund (A)
    • ECOHX Ohio Municipal Income Fund (C)
    • EXNYX New York Municipal Opportunities Fund (A)
    • EDICX Global Income Builder Fund (C)
    • EDIRX Global Income Builder Fund (R)
    • EDIAX Global Income Builder Fund (A)
    • EDIIX Global Income Builder Fund (I)
    • ECIFX Balanced Fund (C)
    • EVIFX Balanced Fund (A)
    • EIIFX Balanced Fund (I)
    • ESIFX Balanced Fund (R6)
    • ERIFX Balanced Fund (R)
    • CGAFX Calvert Green Bond Fund (A)
    • CGBIX Calvert Green Bond Fund (I)
    • CBGRX Calvert Green Bond Fund (R6)
    • EVAIX Virginia Municipal Income Fund (I)
    • EIMDX Maryland Municipal Income Fund (I)
    • ETVAX Virginia Municipal Income Fund (A)
    • ETMDX Maryland Municipal Income Fund (A)
    • ECCTX Connecticut Municipal Income Fund (C)
    • EIAZX Arizona Municipal Income Fund (I)
    • ECAZX Arizona Municipal Income Fund (C)
    • EICTX Connecticut Municipal Income Fund (I)
    • EVM California Municipal Bond Fund
    • ECVAX Virginia Municipal Income Fund (C)
    • ETAZX Arizona Municipal Income Fund (A)
    • ETCTX Connecticut Municipal Income Fund (A)
    • ECMDX Maryland Municipal Income Fund (C)
    • CEV California Municipal Income Trust
    • EIVPX Parametric Volatility Risk Premium - Defensive Fund (I)
    • ECPAX Pennsylvania Municipal Income Fund (C)
    • ETPAX Pennsylvania Municipal Income Fund (A)
    • ETMOX Missouri Municipal Income Fund (A)
    • ECMOX Missouri Municipal Income Fund (C)
    • EIMOX Missouri Municipal Income Fund (I)
    • EIPAX Pennsylvania Municipal Income Fund (I)
    • ENX New York Municipal Bond Fund
    • CSXRX Calvert US Large-Cap Core Responsible Index Fund (R6)
    • CSXCX Calvert US Large-Cap Core Responsible Index Fund (C)
    • CSXAX Calvert US Large-Cap Core Responsible Index Fund (A)
    • CISIX Calvert US Large-Cap Core Responsible Index Fund (I)
    • ETIIX Parametric TABS Intermediate-Term Municipal Bond Fund (I)
    • ECTGX Tax-Managed Growth Fund 1.1 (C)
    • EGRRX Global Macro Absolute Return Advantage Fund (R)
    • ECEMX Parametric Emerging Markets Fund (C)
    • EIHIX High Income Opportunities Fund (I)
    • EIISX Parametric International Equity Fund (I)
    • EXTGX Tax-Managed Growth Fund 1.2 (A)
    • EIBIX Income Fund of Boston (I)
    • ETTGX Tax-Managed Growth Fund 1.1 (A)
    • EAASX Atlanta Capital SMID-Cap Fund (A)
    • CAPEX Tax-Managed Growth Fund 1.0
    • EITEX Parametric Tax-Managed Emerging Markets Fund (I)
    • EITMX Tax-Managed Growth Fund 1.1 (I)
    • ECASX Atlanta Capital SMID-Cap Fund (C)
    • EITAX Parametric TABS Intermediate-Term Municipal Bond Fund (A)
    • ETHIX High Income Opportunities Fund (A)
    • ECFAX Floating-Rate Advantage Fund (C)
    • EITCX Parametric TABS Intermediate-Term Municipal Bond Fund (C)
    • EGRIX Global Macro Absolute Return Advantage Fund (I)
    • EIFAX Floating-Rate Advantage Fund (I)
    • EAFAX Floating-Rate Advantage Fund (A)
    • EZTGX Tax-Managed Growth Fund 1.2 (C)
    • EVFAX Floating-Rate Advantage Fund (Advisers)
    • EALTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (A)
    • EILTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (I)
    • EIERX Stock Fund (I)
    • EAERX Stock Fund (A)
    • ECBSX Parametric TABS Short-Term Municipal Bond Fund (C)
    • ECIBX Income Fund of Boston (C)
    • EABSX Parametric TABS Short-Term Municipal Bond Fund (A)
    • EVIBX Income Fund of Boston (A)
    • EIBSX Parametric TABS Short-Term Municipal Bond Fund (I)
    • EGRAX Global Macro Absolute Return Advantage Fund (A)
    • ECLTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund (C)
    • ERIBX Income Fund of Boston (R)
    • ECERX Stock Fund (C)
    • EISMX Atlanta Capital SMID-Cap Fund (I)
    • EIEMX Parametric Emerging Markets Fund (I)
    • EAEMX Parametric Emerging Markets Fund (A)
    • ECHIX High Income Opportunities Fund (C)
    • EGRCX Global Macro Absolute Return Advantage Fund (C)
    • EVBLX Floating-Rate Fund (A)
    • EAISX Parametric International Equity Fund (A)
    • EABLX Floating-Rate Fund (Advisers)
    • EIBLX Floating-Rate Fund (I)
    • EITGX Tax-Managed Growth Fund 1.2 (I)
    • ERSMX Atlanta Capital SMID-Cap Fund (R)
    • ECBLX Floating-Rate Fund (C)
    • ESISX Parametric International Equity Fund (R6)
    • ERISX Parametric International Equity Fund (R)
    • EILBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (I)
    • EALBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (A)
    • ECLBX Parametric TABS 1-to-10 Year Laddered Municipal Bond Fund (C)
    • ESHIX Short Duration High Income Fund (I)
    • ESHAX Short Duration High Income Fund (A)
    • ERASX Atlanta Capital SMID-Cap Fund (R6)
    • EREMX Parametric Emerging Markets Fund (R6)
    • EIBRX Income Fund of Boston (R6)
    • CLDIX Calvert Core Bond Fund (I)
    • CLDAX Calvert Core Bond Fund (A)
    • ESBLX Floating-Rate Fund (R6)
    • EGRSX Global Macro Absolute Return Advantage Fund (R6)
    • EFRRX Floating-Rate Advantage Fund (R6)
    • ERHIX High Income Opportunities Fund (R6)
    • CLDRX Calvert Core Bond Fund (R6)
    • ECSIX Short Duration Strategic Income Fund (C)
    • ETSIX Short Duration Strategic Income Fund (A)
    • EILMX National Ultra-Short Municipal Income Fund (I)
    • ETMBX AMT-Free Municipal Income Fund (A)
    • ERSIX Short Duration Strategic Income Fund (R)
    • EMOAX Municipal Opportunities Fund (A)
    • EMOIX Municipal Opportunities Fund (I)
    • EELDX Emerging Markets Debt Opportunities Fund (R6)
    • ECMBX AMT-Free Municipal Income Fund (C)
    • EINAX National Limited Maturity Municipal Income Fund (I)
    • EANAX National Municipal Income Fund (A)
    • EIHMX National Municipal Income Fund (I)
    • EAGMX Global Macro Absolute Return Fund (A)
    • EEICX Emerging Markets Local Income Fund (C)
    • ECHMX National Municipal Income Fund (C)
    • EXFLX National Ultra-Short Municipal Income Fund (A)
    • EVMBX AMT-Free Municipal Income Fund (I)
    • EXNAX National Limited Maturity Municipal Income Fund (A)
    • ETHYX High Yield Municipal Income Fund (A)
    • EEIAX Emerging Markets Local Income Fund (A)
    • EXMAX Short Duration Municipal Opportunities Fund (A)
    • ECGMX Global Macro Absolute Return Fund (C)
    • EIHYX High Yield Municipal Income Fund (I)
    • ERGMX Global Macro Absolute Return Fund (R)
    • EIGMX Global Macro Absolute Return Fund (I)
    • EZMAX Short Duration Municipal Opportunities Fund (C)
    • EMAIX Short Duration Municipal Opportunities Fund (I)
    • ESIIX Short Duration Strategic Income Fund (I)
    • EEIIX Emerging Markets Local Income Fund (I)
    • EZNAX National Limited Maturity Municipal Income Fund (C)
    • ECHYX High Yield Municipal Income Fund (C)
    • EAAMX Multi-Asset Credit Fund (A)
    • EIAMX Multi-Asset Credit Fund (I)
    • ECAMX Multi-Asset Credit Fund (C)
    • EMOCX Municipal Opportunities Fund (C)
    • EIDOX Emerging Markets Debt Opportunities Fund (I)
    • EADOX Emerging Markets Debt Opportunities Fund (A)
    • CTTLX Calvert Responsible Municipal Income Fund (A)
    • CTTCX Calvert Responsible Municipal Income Fund (C)
    • CTTIX Calvert Responsible Municipal Income Fund (I)
    • EGMSX Global Macro Absolute Return Fund (R6)
    • ERAMX Multi-Asset Credit Fund (R6)
    • EAMLX National Ultra-Short Municipal Income Fund (Advisers)
    • EWHYX High Yield Municipal Income Fund (W)
    • EIFHX Floating-Rate & High Income Fund (I)
    • EAFHX Floating-Rate & High Income Fund (Advisers)
    • EVFHX Floating-Rate & High Income Fund (A)
    • ECFHX Floating-Rate & High Income Fund (C)
    • EICOX Emerging and Frontier Countries Equity Fund (I)
    • ESFHX Floating-Rate & High Income Fund (R6)
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Eaton Vance Parametric
Concentrated Stock Position Calculator

Your investment decisions. Your tax consequences.

Making smart investment decisions requires understanding the resulting tax consequences, which vary based on your income level, where in the U.S. you live and the type of investment return.

Tax Forward 365
 

How should I deal with concentrated stock positions?

Many successful investors hold portfolios that are too heavily concentrated in a single stock. Sometimes the stock that dominates a portfolio is that of a current or former employer. In other cases, the oversized holding was acquired through a merger or acquisition. Or the stock may have achieved its dominant position simply by outperforming other holdings over time.

Whatever the background, investors with concentrated stock positions face the risk that a change in the fortunes of a single company could jeopardize their financial well-being. Lehman Brothers, Enron and other prominent failures of recent decades remind investors that no company, no matter how strong or well-positioned it may seem, is immune from risk. Most financial advisors therefore recommend that clients restrict single-stock positions to prudent limits, typically not more than 10% of portfolio value.

For taxpaying investors, the biggest impediment to diversifying low-cost stock is often capital gains taxes. Selling low-cost stock from a taxable account involves a tradeoff between the known upfront tax and transaction costs and the uncertain future benefits of risk reduction. For many investors, capital gains taxes (including state and local taxes) of up to 37% of the value of their investment may seem too high a price to pay for diversification.

There are ways other than a taxable sale of stock by which you can address the risk of concentrated stock positions. In evaluating your options, you may want to consider the information below.



Swipe

Concentrated Stock Position Calculator

First, let's calculate the total amount of capital gains taxes you would pay if you sold your stock position today.


Max: $200,000.00
Max: 2,000,000
Max: $1,000.00
The current market value of your stock position is 0.0.
Based on your income level and where you live, your combined federal, state and local long-term capital gains tax rate1 is . Your short-term capital gains would be .

If you liquidated2 your stock position today, you would pay

0.0
in capital gains taxes.

TO RECOVER THE AMOUNT OF TAXES PAID, YOU WOULD NEED TO REALIZE A RETURN OF

0.0
to get back to where you started.

Next, let's consider the impact of capital gains taxes on your net portfolio returns over the long term.


DO YOU PLAN TO HOLD THE REPLACEMENT INVESTMENTS UNTIL YOU DIE?
Years Max: 55
Years Max: 100
% Max: 20%

If you liquidate your concentrated stock position today, pay capital gains taxes and reinvest your net proceeds into a replacement portfolio:3

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN FOR 0 YEARS, YOUR PORTFOLIO VALUE AT THE END OF YOUR HOLDING PERIOD WOULD BE

0.0

IF YOU THEN LIQUIDATE2, 3 AND PAY CAPITAL GAINS TAXES AT THE RATES THAT NOW APPLY TO YOU, YOUR NET PROCEEDS WOULD BE

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN OVER YOUR ACTUARIAL LIFE EXPECTANCY,5 THE NET VALUE OF THE PORTFOLIO TO YOUR ESTATE6 WOULD BE

0.0

If you could diversify your concentrated stock position today without incurring capital gains taxes:4

IF YOU ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN FOR 0 YEARS, YOUR PORTFOLIO VALUE AT THE END OF YOUR HOLDING PERIOD WOULD BE

0.0

IF YOU THEN LIQUIDATE2, 4 AND PAY CAPITAL GAINS TAXES AT THE RATES THAT NOW APPLY TO YOU, YOUR NET PROCEEDS WOULD BE

...AND ACHIEVE YOUR ESTIMATED RATE OF ANNUAL RETURN OVER YOUR ACTUARIAL LIFE EXPECTANCY,5 THE NET VALUE OF THE PORTFOLIO TO YOUR ESTATE6 WOULD BE

0.0

That’s a difference of $1,296,796.

Diversifying your concentrated stock position on a tax-deferred basis would enable you to increase the net liquidation proceeds at the end of your holding period by XX.XX%.

Parametric and Eaton Vance are positioned to help advisors address the most significant issues facing their leading clients. Learn more about our wealth strategies for concentrated stock.

Print Concentrated Stock Position Calculator Results

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The output of this calculator is for educational purposes only and should not be considered investment, legal or tax advice. It is intended for use by U.S. individual taxpayers resident in the 50 states or the District of Columbia, and is not applicable to trusts, estates, corporations or persons subject to special rules under federal, state or local income tax laws. The indicated capital gains tax treatment applies to positions in securities held outside qualified retirement plans and other tax-deferred or tax-exempt investment vehicles. The output is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions.

For more individualized information, you should consult your tax advisor or investment professional. You bear sole responsibility for any decisions you make based on the output of this calculator. The calculator makes certain assumptions that may not apply to you. The calculator has many inherent limitations, and individual results may vary.

Indicated tax rates are those in effect as updated . Indicated rates are the combined net federal, state and local income tax and net investment income (NII) tax rates that apply to an incremental dollar of your long-term capital gains (LTCGs), which may vary from your average tax rate for LTCG. The displayed LTCG tax rates have been rounded to the nearest hundredth of a percent.

Diversification does not assure a profit or prevent against loss.

A Taxable income is your annual gross income for federal tax purposes, less adjustments and the federal deductions you claim (standard or itemized).

B The "Married Filing Separately" and "Qualifying Widow(er)" filing status are not given as options on this calculator, but may apply to you. Tax rates for qualifying widow(er)s are the same as indicated for “Married Filing Jointly.”

1 Long-term capital gains (LTCGs) are gains recognized on the taxable disposition of a capital asset held for more than one year. LTCGs are generally subject to federal income tax at rates up to 20% (plus the NII tax that applies – see below); higher LTCG rates apply to collectibles, section 1202 qualified small business stock and section 1250 real property, the effect of which is not shown here. This analysis does not consider the federal alternative minimum tax (AMT) or take into account the deduction for state and local taxes paid (limited to $10,000 annually) that is available if you itemize deductions.

The calculation of your total LTCG tax rate assumes that your taxable income for state tax purposes equals your federal taxable income. Material variations could cause your total LTCG tax rate to be overstated or understated. This analysis ignores the AMT imposed by certain states (CA, CO, CT, IA and MN), the limited deduction for federal income taxes paid that is available in certain states (MO, MT and OR) and the limited itemized deduction for state and local income taxes paid that is available in certain states (AZ, GA, HI, MO and ND). Indicated total LTCG tax rates for AL and IA are net of the deduction for federal taxes paid that are available in those states.

In most states, LTCGs are taxed at the same rates as ordinary investment income. Certain states exclude a portion of LTCG from taxable income: AR (50%); AZ (25%, only for assets acquired after 12/31/11); ND (40%); NM (40%); SC (44%); and WI (30%), the benefits of which are shown. HI applies a maximum rate of 7.25% on LTCGs, the effect of which is shown. WA imposes a tax of 7% on the sale or exchange of LTCG assets if the profits exceed $250,000, the effect of which is not shown. MT provides a non-refundable tax credit of 2% for net capital gains, the benefit of which is shown. For KS residents, LTCGs are not subject to local income tax where applicable, the benefit of which is shown. Net LTCGs in excess of $10 million are excluded from AR taxable income, net LTCGs of up to $5,000 annually are excluded from VT taxable income and net capital gains of up to $1,000 annually are excluded from NM taxable income, the benefits of which are not shown. LA and OK exclude from taxable income all or a portion of LTCGs realized on sales of stock of in-state companies held for multiple years and certain other states provide favorable treatment of limited categories of LTCGs, the benefits of which are not shown.

The indicated total LTCG tax rate includes local income taxes imposed by certain cities, counties and other local jurisdictions in IN, IA, KS, MD, MI, NY, OH and OR on investment income and gains, in IA calculated net of the IA deduction for federal taxes paid. For OR residents living in Clackamas, Multnomah or Washington County, indicated local income tax rates include the 1.0% Metro Supportive Housing (SHS) personal income tax on taxable income of more than $125,000 for single filers and more than $200,000 for married filing jointly and head of household filers that applies to residents living in the Portland Metro District. County residents who live outside the Portland Metro District are not subject to the SHS personal income tax. Local income taxes that do not apply to LTCGs are not included.

The indicated total LTCG tax rate includes the 3.8% Net Investment Income (NII) federal tax that applies to individuals, estates and trusts with modified adjusted gross income (MAGI) above applicable threshold amounts ($200,000 for single and head of household; $250,000 for married filing jointly). NII generally includes gross income from taxable interest, dividends, annuities, royalties and rents (unless derived from a trade or business that isn’t a passive activity or trading business) and net gains on assets generating NII, net of allowable expenses. For the purposes of this calculator, your MAGI is assumed to equal your taxable income.

2 Liquidation values shown in this analysis do not reflect the impact of commissions and other selling costs you may incur, which would lower the net sale proceeds and amounts available for reinvestment.

3 If you sell your concentrated stock position, pay capital gains taxes on the amount of realized gain and then reinvest the after-tax proceeds in a replacement portfolio, your newly acquired positions will have a cost basis equal to the reinvestment amount, which cost basis is used in calculating the net liquidation proceeds to you of selling your portfolio investments at the end of your expected holding period. To simplify the analysis, returns of the replacement portfolio are assumed to consist exclusively of long-term capital gains realized upon liquidation. Taxes paid on current income and gains realized over the holding period of the replacement portfolio would lower your net returns at liquidation.

4 In the analysis of diversifying your concentrated stock position without recognition of gain, the cost basis of your concentrated stock position is assumed to carry over to the replacement portfolio, which cost basis is used in calculating the net liquidation proceeds to you of selling the replacement portfolio at the end of your expected holding period. To simplify the analysis, returns of the replacement portfolio are assumed to consist exclusively of long-term capital gains realized upon liquidation. Taxes paid on current income and gains realized over the holding period of the replacement portfolio would lower your net returns at liquidation.

5 Your actuarial life expectancy is assumed to equal the midpoint of the male and female life expectancies as of 2013 (rounded to the nearest whole number of years) for someone your age, based on information available on the Social Security Administration web site.

6 Upon your death, the tax basis of assets included in your estate will increase or decrease to their fair market value as of the date of death or six months thereafter, eliminating potential income tax liability for previously accrued capital gains. Assets included in your estate not designated for charitable purposes or other permitted exclusions will be subject to federal estate tax at a current rate of 40% to the extent the value of your taxable estate plus the cumulative amount of your non-excluded lifetime gifts exceeds the federal gift and estate tax exemption amount, which is $12.92 million for individuals and $25.84 million for married couples in 2023. Certain states also impose estate taxes. This analysis does not consider federal or state estate taxes.

The information provided above is not intended to reflect the results of any specific Eaton Vance investment offering or investment program. Investors should consult with their investment professional and tax advisor before investing. Past performance is not a guarantee of future results.

 

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Publication details: Wednesday, September 27, 2023 1:41 PM

Page ID: 15008 - https://www.eatonvance.com/concentrated-stock-position-calculator.php  

 

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