Morningstar information as of Feb 28, 2025.
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 Intermediate403932
National Ultra-Short Municipal Income Fund (I)4543Muni National Short208197146
High Income Opportunities Fund (I)4444High Yield Bond592538424
Virginia Municipal Income Fund (I)5455Muni Single State Interm10810694
Income Fund of Boston (I)4344High Yield Bond592538424
Maryland Municipal Income Fund (I)5445Muni Single State Interm10810694
New York Municipal Income Fund (I)4534Muni New York Long797561
Municipal Opportunities Fund (I)4444Muni National Interm259240173
Total Return Bond Fund (I)5445Intermediate Core-Plus Bond527477345
North Carolina Municipal Income Fund (I)4444Muni Single State Interm10810694
National Limited Maturity Municipal Income Fund (I)5445Muni National Short208197146
California Municipal Opportunities Fund (I)5545Muni California Intermediate585746
National Municipal Income Fund (I)5555Muni National Long162156114
Worldwide Health Sciences Fund (I)4444Health165150118
Atlanta Capital Focused Growth Fund (I)4334Large Growth1026945742
Core Bond Fund (I)4454Intermediate Core Bond424381272
New Jersey Municipal Income Fund (I)4334Muni New Jersey464638
Greater India Fund (I)*4334India Equity262117
Tax-Managed Growth Fund 1.1 (I)4544Large Blend12751173884
Small-Cap Fund (I)4444Small Growth535519395
AMT-Free Municipal Income Fund (I)4334Muni National Long162156114
Massachusetts Municipal Income Fund (I)4434Muni Massachusetts383729
South Carolina Municipal Income Fund (I)5555Muni Single State Interm10810694
Arizona Municipal Income Fund (I)5555Muni Single State Interm10810694
Global Macro Absolute Return Advantage Fund (I)5555Nontraditional Bond260238169
Oregon Municipal Income Fund (I)5555Muni Single State Interm10810694
Connecticut Municipal Income Fund (I)5555Muni Single State Interm10810694
Short Duration Inflation-Protected Income Fund (I)5555Short-Term Inflation-Protected Bond625742
Growth Fund (I)4443Large Growth1026945742
High Yield Municipal Income Fund (I)4544High Yield Muni180173117
Stock Fund (I)4544Large Blend12751173884
Global Macro Absolute Return Fund (I)4544Nontraditional Bond260238169
Ohio Municipal Income Fund (I)5555Muni Ohio232219
Georgia Municipal Income Fund (I)5545Muni Single State Interm10810694
Short Duration Municipal Opportunities Fund (I)5445Muni National Short208197146
Minnesota Municipal Income Fund (I)4543Muni Minnesota393832
Emerging Markets Local Income Fund (I)5445Emerging-Markets Local-Currency Bond656256
Tax-Managed Small-Cap Fund (I)4444Small Growth535519395
Global Income Builder Fund (I)5445Global Allocation336320243
Missouri Municipal Income Fund (I)5455Muni Single State Interm10810694
Atlanta Capital SMID-Cap Fund (I)4435Mid-Cap Blend379349241
Dividend Builder Fund (I)4335Large Value10941031802
Tax-Managed Growth Fund 1.2 (I)4444Large Blend12751173884
Pennsylvania Municipal Income Fund (I)4544Muni Pennsylvania494840
Emerging and Frontier Countries Equity Fund (I)5555Diversified Emerging Mkts707632433
Short Duration High Income Fund (I)4443High Yield Bond592538424
Emerging Markets Debt Opportunities Fund (I)555-5Emerging Markets Bond221208130
Balanced Fund (I)5545Moderate Allocation679627485
Strategic Income Fund (I)5554Multisector Bond337282196
Floating-Rate & High Income Fund (I)4334Bank Loan215206172
Floating-Rate Advantage Fund (I)4435Bank Loan215206172
Floating-Rate Fund (I)4334Bank Loan215206172
Short Duration Government Income Fund (I)5455Short Government908778
Government Opportunities Fund (I)5555Intermediate Government223212175
Tax-Managed Equity Asset Allocation Fund (I)555-5Aggressive Allocation182167130


* 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.