Morningstar information as of Mar 31, 2024.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
California Municipal Opportunities Fund (I)5455Muni California Intermediate595946
Atlanta Capital Focused Growth Fund (I)4444Large Growth11111037807
Arizona Municipal Income Fund (I)5555Muni Single State Interm122120105
Balanced Fund (I)4444Moderate Allocation686646487
Connecticut Municipal Income Fund (I)5555Muni Single State Interm122120105
Georgia Municipal Income Fund (I)5445Muni Single State Interm122120105
Global Income Builder Fund (I)5455Global Allocation356338244
AMT-Free Municipal Income Fund (I)4344Muni National Long162153114
Global Macro Absolute Return Advantage Fund (I)5555Nontraditional Bond278250161
Global Macro Absolute Return Fund (I)5555Nontraditional Bond278250161
Emerging Markets Local Income Fund (I)5455Emerging-Markets Local-Currency Bond716659
Atlanta Capital SMID-Cap Fund (I)5445Mid-Cap Blend392360252
Emerging and Frontier Countries Equity Fund (I)5550Diversified Emerging Mkts721657425
Emerging Markets Debt Opportunities Fund (I)555-5Emerging Markets Bond224209112
Floating-Rate & High Income Fund (I)4334Bank Loan214206169
Floating-Rate Fund (I)4334Bank Loan214206169
Floating-Rate Advantage Fund (I)5445Bank Loan214206169
Core Bond Fund (I)4444Intermediate Core Bond426385275
Tax-Managed Global Dividend Income Fund (I)4443Global Large-Stock Blend338300202
New York Municipal Opportunities Fund (I)4444Muni New York Intermediate424235
High Income Opportunities Fund (I)5445High Yield Bond606575432
Virginia Municipal Income Fund (I)5445Muni Single State Interm122120105
Income Fund of Boston (I)4444High Yield Bond606575432
Maryland Municipal Income Fund (I)4444Muni Single State Interm122120105
New York Municipal Income Fund (I)4344Muni New York Long817564
Municipal Opportunities Fund (I)4335Muni National Interm261238177
Total Return Bond Fund (I)5445Intermediate Core-Plus Bond557527368
North Carolina Municipal Income Fund (I)5445Muni Single State Interm122120105
National Limited Maturity Municipal Income Fund (I)5455Muni National Short209197143
National Municipal Income Fund (I)5555Muni National Long162153114
Worldwide Health Sciences Fund (I)4543Health159136114
New Jersey Municipal Income Fund (I)4334Muni New Jersey474639
Greater India Fund (I)4344India Equity222017
Tax-Managed Growth Fund 1.1 (I)4344Large Blend12931179888
Small-Cap Fund (I)4544Small Growth552520400
Massachusetts Municipal Income Fund (I)4334Muni Massachusetts424132
Short Duration Government Income Fund (I)4434Short Government898475
South Carolina Municipal Income Fund (I)5555Muni Single State Interm122120105
Oregon Municipal Income Fund (I)5555Muni Single State Interm122120105
Government Opportunities Fund (I)5554Intermediate Government221211170
Short Duration Inflation-Protected Income Fund (I)5555Inflation-Protected Bond203195139
High Yield Municipal Income Fund (I)5455High Yield Muni185176118
Stock Fund (I)4444Large Blend12931179888
Ohio Municipal Income Fund (I)5555Muni Ohio242320
Short Duration Municipal Opportunities Fund (I)4345Muni National Short209197143
Strategic Income Fund (formerly Short Duration Strategic Income Fund) (I)5555Multisector Bond315265171
Minnesota Municipal Income Fund (I)4544Muni Minnesota444337
Tax-Managed Small-Cap Fund (I)4544Small Growth552520400
Missouri Municipal Income Fund (I)5455Muni Single State Interm122120105
Tax-Managed Growth Fund 1.2 (I)4344Large Blend12931179888
Pennsylvania Municipal Income Fund (I)4444Muni Pennsylvania504841
Multi-Asset Credit Fund (I)4444High Yield Bond606575432
Short Duration High Income Fund (I)4444High Yield Bond606575432
Tax-Managed Equity Asset Allocation Fund (I)555-5Aggressive Allocation177163129


* 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.