Morningstar information as of Oct 31, 2024.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
New York Municipal Opportunities Fund (I)4444Muni New York Intermediate414033
Virginia Municipal Income Fund (I)5455Muni Single State Interm11010896
Maryland Municipal Income Fund (I)4444Muni Single State Interm11010896
New York Municipal Income Fund (I)4544Muni New York Long817663
Total Return Bond Fund (I)5445Intermediate Core-Plus Bond529489353
North Carolina Municipal Income Fund (I)5445Muni Single State Interm11010896
California Municipal Opportunities Fund (I)5545Muni California Intermediate585845
Worldwide Health Sciences Fund (I)4443Health160146114
Atlanta Capital Focused Growth Fund (I)4334Large Growth10731006790
Core Bond Fund (I)4444Intermediate Core Bond431387273
New Jersey Municipal Income Fund (I)4334Muni New Jersey464638
Greater India Fund (I)4334India Equity222017
Small-Cap Fund (I)4534Small Growth542521399
Massachusetts Municipal Income Fund (I)4334Muni Massachusetts393830
South Carolina Municipal Income Fund (I)5555Muni Single State Interm11010896
Arizona Municipal Income Fund (I)5555Muni Single State Interm11010896
Oregon Municipal Income Fund (I)5555Muni Single State Interm11010896
Connecticut Municipal Income Fund (I)5555Muni Single State Interm11010896
Government Opportunities Fund (I)5554Intermediate Government228217178
Short Duration Inflation-Protected Income Fund (I)5555Short-Term Inflation-Protected Bond615740
Ohio Municipal Income Fund (I)5555Muni Ohio232219
Georgia Municipal Income Fund (I)5445Muni Single State Interm11010896
Minnesota Municipal Income Fund (I)4543Muni Minnesota403933
Global Income Builder Fund (I)4345Global Allocation333320239
Missouri Municipal Income Fund (I)5455Muni Single State Interm11010896
Dividend Builder Fund (I)4345Large Value10841022796
Global Sovereign Opportunities Fund (I)4340Global Bond174152123
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania494840
Tax-Managed Equity Asset Allocation Fund (I)555-5Aggressive Allocation183171132
Balanced Fund (I)5545Moderate Allocation682639487
Short Duration Government Income Fund (I)4444Short Government908576
National Ultra-Short Municipal Income Fund (I)4543Muni National Short208199147
High Income Opportunities Fund (I)4444High Yield Bond588553422
Income Fund of Boston (I)4444High Yield Bond588553422
Municipal Opportunities Fund (I)4444Muni National Interm257240175
National Limited Maturity Municipal Income Fund (I)5455Muni National Short208199147
National Municipal Income Fund (I)5555Muni National Long164156116
Tax-Managed Growth Fund 1.1 (I)4444Large Blend12881186892
AMT-Free Municipal Income Fund (I)4334Muni National Long164156116
Global Macro Absolute Return Advantage Fund (I)5455Nontraditional Bond266244165
High Yield Municipal Income Fund (I)4544High Yield Muni185177118
Stock Fund (I)5545Large Blend12881186892
Global Macro Absolute Return Fund (I)4454Nontraditional Bond266244165
Short Duration Municipal Opportunities Fund (I)4345Muni National Short208199147
Emerging Markets Local Income Fund (I)5445Emerging-Markets Local-Currency Bond646254
Atlanta Capital SMID-Cap Fund (I)5545Mid-Cap Blend403365253
Tax-Managed Growth Fund 1.2 (I)4344Large Blend12881186892
Emerging and Frontier Countries Equity Fund (I)5550Diversified Emerging Mkts709637426
Multi-Asset Credit Fund (I)4434High Yield Bond588553422
Short Duration High Income Fund (I)4444High Yield Bond588553422
Emerging Markets Debt Opportunities Fund (I)555-5Emerging Markets Bond225209129
Strategic Income Fund (I)5554Multisector Bond325270189
Floating-Rate & High Income Fund (I)4334Bank Loan208203166
Floating-Rate Advantage Fund (I)5445Bank Loan208203166
Floating-Rate Fund (I)4334Bank Loan208203166


* 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.

©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.