Eaton Vance Funds

Eaton Vance offers an array of mutual funds that invest across equity, income and alternative strategies.

Morgan Stanley Investment Management Mutual Funds

Active strategies that offer broad-based specialization and leverage Morgan Stanley’s global resources.

Calvert Funds

Calvert is a global leader in ESG-focused investing, offering one of the largest and most diversified families of responsibly invested mutual funds.

Parametric Funds

Parametric uses a scientific approach to build customized portfolios with targeted exposures that focus on controlling costs and taxes.

Separately Managed Accounts

Eaton Vance and its brands deliver highly customized SMA strategies to address the unique challenges of high-net-worth investors.

Closed-End Funds and Term Trusts

Our closed-end funds play a key role in a balanced portfolio by providing the potential for enhanced income and capital appreciation.

Tools for tax-forward investing

Tax-Equivalent Yield Calculator

Compare yields of in-state muni bonds with out-of-state munis and taxable bonds on a tax-equivalent basis.

Concentrated Stock Calculator

See how diversifying your portfolio on a tax-deferred basis may be a better option than a taxable sale.