Morningstar

Eaton Vance Mutual Funds

View all of Eaton Vance’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Eaton Vance Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 25 of 56 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Calvert Balanced ICBAIXModerate Allocation17.41%30.680%Below AverageInstitutional$1.0 Mil
Calvert Core Bond ACLDAXIntermediate Core Bond4.97%560.740%Below AverageFront Load$1,000
Calvert Core Bond ICLDIXIntermediate Core Bond5.17%370.490%AverageInstitutional$1.0 Mil
Calvert Core Bond Income R6CLDRXIntermediate Core Bond5.19%350.460%Above AverageRetirement, Large$5.0 Mil
Calvert Flexible Bond Fund Class ICUBIXNontraditional Bond7.25%200.670%Below AverageInstitutional$1.0 Mil
Calvert Income ICINCXCorporate Bond7.27%30.680%HighInstitutional$1.0 Mil
Calvert Short Duration Income ICDSIXShort-Term Bond5.59%210.510%Above AverageInstitutional$1.0 Mil
Calvert Short Duration Income R6CDSRXShort-Term Bond5.64%190.450%HighRetirement, Large$5.0 Mil
Eaton Vance AZ Municipal Income IEIAZXMuni Single State Interm—3.46%70.540%Above AverageInstitutional$1.0 Mil
Eaton Vance Atlanta Capital SMID-Cap AEAASXMid-Cap Blend16.26%181.140%Below AverageFront Load$1,000
Eaton Vance Atlanta Capital SMID-Cap IEISMXMid-Cap Blend16.48%160.890%Above AverageInstitutional$1.0 Mil
Eaton Vance Atlanta Capital SMID-Cap R6ERASXMid-Cap Blend16.52%160.820%Above AverageRetirement, Large$5.0 Mil
Eaton Vance Balanced IEIIFXModerate Allocation18.43%20.730%AverageInstitutional$1.0 Mil
Eaton Vance CA Municipal Opportunities AEACAXMuni California Intermediate—3.75%80.750%AverageFront Load$1,000
Eaton Vance CA Municipal Opportunities IEICAXMuni California Intermediate—3.94%50.500%AverageInstitutional$1.0 Mil
Eaton Vance CT Municipal Income AETCTXMuni Single State Interm—3.04%230.710%Below AverageFront Load$1,000
Eaton Vance CT Municipal Income IEICTXMuni Single State Interm—3.19%180.500%AverageInstitutional$1.0 Mil
Eaton Vance Emerg & Frntr Countrs Eq AEACOXDiversified Emerging Mkts12.95%641.420%AverageFront Load$1,000
Eaton Vance Emerg & Frntr Countrs Eq IEICOXDiversified Emerging Mkts13.16%621.170%HighInstitutional$1.0 Mil
Eaton Vance Emerging Markets Dbt Opps AEADOXEmerging Markets Bond—11.88%71.110%Below AverageFront Load$1,000
Eaton Vance Emerging Markets Dbt Opps IEIDOXEmerging Markets Bond—12.08%50.860%Above AverageInstitutional$1.0 Mil
Eaton Vance Emerging Markets Dbt Opps R6EELDXEmerging Markets Bond—12.14%40.780%AverageRetirement, Large$5.0 Mil
Eaton Vance Emerging Markets Local Inc AEEIAXEmerging-Markets Local-Currency Bond—6.22%21.130%AverageFront Load$1,000
Eaton Vance Emerging Markets Local Inc IEEIIXEmerging-Markets Local-Currency Bond—6.43%10.850%AverageInstitutional$1.0 Mil
Eaton Vance Floating-Rate Advantage IEIFAXBank Loan—6.42%310.750%AverageInstitutional$1.0 Mil

Eaton Vance Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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