Morningstar information as of Apr 30, 2023.
Morningstar RatingsMorningstar CategoriesNumber of Funds
Fund NameOverall Rating3 yr5 yr10 yr
Category Name
3 yr5 yr10 yr
Atlanta Capital Focused Growth Fund (I)5455Large Growth11231042798
Maryland Municipal Income Fund (I)4544Muni Single State Interm149144128
Focused Value Opportunities Fund (I)*4334Large Value11351087806
California Municipal Opportunities Fund (I)5445Muni California Intermediate615848
New Jersey Municipal Income Fund (I)4244Muni New Jersey494638
Massachusetts Municipal Income Fund (I)4345Muni Massachusetts424032
Arizona Municipal Income Fund (I)5555Muni Single State Interm149144128
Connecticut Municipal Income Fund (I)5555Muni Single State Interm149144128
Growth Fund (I)4334Large Growth11231042798
Global Small-Cap Equity Fund (I)4444Global Small/Mid Stock13611171
Georgia Municipal Income Fund (I)5455Muni Single State Interm149144128
Minnesota Municipal Income Fund (I)4354Muni Minnesota434131
Global Income Builder Fund (I)5445Global Allocation381346248
Missouri Municipal Income Fund (I)5455Muni Single State Interm149144128
Emerging and Frontier Countries Equity Fund (I)5550Diversified Emerging Mkts740653393
Focused Global Opportunities Fund (I)4540Global Large-Stock Growth308268179
New York Municipal Opportunities Fund (I)4443Muni New York Intermediate494640
Virginia Municipal Income Fund (I)5445Muni Single State Interm149144128
New York Municipal Income Fund (I)4344Muni New York Long726657
North Carolina Municipal Income Fund (I)5445Muni Single State Interm149144128
Worldwide Health Sciences Fund (I)4453Health155132110
Small-Cap Fund (I)4444Small Growth561522388
Tax-Managed Value Fund (I)4334Large Value11351087806
South Carolina Municipal Income Fund (I)5555Muni Single State Interm149144128
Richard Bernstein Equity Strategy Fund (I)4344Global Large-Stock Blend339292186
Oregon Municipal Income Fund (I)5455Muni Single State Interm149144128
Government Opportunities Fund (I)*4334Short Government838069
Short Duration Inflation-Protected Income Fund (I)*5555Inflation-Protected Bond198194134
Ohio Municipal Income Fund (I)5555Muni Ohio242119
Tax-Managed Small-Cap Fund (I)4444Small Growth561522388
Pennsylvania Municipal Income Fund (I)4344Muni Pennsylvania504639
Tax-Managed Equity Asset Allocation Fund (I)4350Allocation--85%+ Equity182175127
Balanced Fund (I)4345Moderate Allocation680654483
Greater China Growth Fund (I)*4334China Region1038053
Core Bond Fund (I)*4443Intermediate Core-Plus Bond552511367
High Income Opportunities Fund (I)5455High Yield Bond619572410
Income Fund of Boston (I)4444High Yield Bond619572410
Floating-Rate Advantage Fund (I)4535Bank Loan230219156
Atlanta Capital SMID-Cap Fund (I)5545Mid-Cap Growth527497386
Floating-Rate Fund (I)4344Bank Loan230219156
Short Duration High Income Fund (I)4440High Yield Bond619572410
Emerging Markets Debt Opportunities Fund (I)5550Emerging Markets Bond23321398
Total Return Bond Fund (formerly Eaton Vance Core Plus Bond Fund) (I)*4534Intermediate Core-Plus Bond552511367
Floating-Rate & High Income Fund (I)4344Bank Loan230219156
Emerging Markets Local Income Fund (I)4345Emerging-Markets Local-Currency Bond757258
Short Duration Strategic Income Fund (I)5455Nontraditional Bond305263132
AMT-Free Municipal Income Fund (I)4344Muni National Long156140104
Municipal Opportunities Fund (I)4534Muni National Interm270234183
National Limited Maturity Municipal Income Fund (I)5555Muni National Short205185137
National Municipal Income Fund (I)5455Muni National Long156140104
High Yield Municipal Income Fund (I)*4344High Yield Muni194173109
Short Duration Municipal Opportunities Fund (I)5555Muni National Short205185137
Global Macro Absolute Return Advantage Fund (I)5445Nontraditional Bond305263132
Global Macro Absolute Return Fund (I)4444Nontraditional Bond305263132
Global Bond Fund (I)4400Global Bond191171136

* 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.