Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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
Share Class Type
1 to 25 of 382 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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|---|---|---|---|---|---|---|---|---|---|---|
| Calvert Balanced R6 | CBARX | Moderate Allocation | 4.73% | 15 | 0.620% | Average | Retirement, Large | $5.0 Mil | ||
| Calvert Core Bond A | CLDAX | Intermediate Core Bond | −3.10% | 39 | 0.740% | Below Average | Front Load | $1,000 | ||
| Calvert Core Bond I | CLDIX | Intermediate Core Bond | −2.72% | 37 | 0.490% | Average | Institutional | $1.0 Mil | ||
| Calvert Core Bond Income R6 | CLDRX | Intermediate Core Bond | −2.78% | 36 | 0.460% | Above Average | Retirement, Large | $5.0 Mil | ||
| Calvert Short Duration Income I | CDSIX | Short-Term Bond | 0.57% | 41 | 0.510% | Above Average | Institutional | $1.0 Mil | ||
| Calvert Short Duration Income R6 | CDSRX | Short-Term Bond | 0.59% | 40 | 0.450% | High | Retirement, Large | $5.0 Mil | ||
| Eaton Vance AZ Municipal Income I | EIAZX | Muni Single State Interm | — | −1.18% | 26 | 0.540% | Above Average | Institutional | $1.0 Mil | |
| Eaton Vance Atlanta Capital SMID-Cap A | EAASX | Mid-Cap Blend | 3.24% | 55 | 1.140% | Below Average | Front Load | $1,000 | ||
| Eaton Vance Atlanta Capital SMID-Cap C | ECASX | Mid-Cap Blend | 3.15% | 61 | 1.890% | Average | Level Load | $1,000 | ||
| Eaton Vance Atlanta Capital SMID-Cap I | EISMX | Mid-Cap Blend | 3.51% | 51 | 0.890% | Above Average | Institutional | $1.0 Mil | ||
| Eaton Vance Atlanta Capital SMID-Cap R | ERSMX | Mid-Cap Blend | 3.74% | 58 | 1.390% | Above Average | Retirement, Medium | $1,000 | ||
| Eaton Vance CA Municipal Opportunities I | EICAX | Muni California Intermediate | — | −0.69% | 13 | 0.500% | Average | Institutional | $1.0 Mil | |
| Eaton Vance CT Municipal Income A | ETCTX | Muni Single State Interm | — | −1.06% | 18 | 0.710% | Below Average | Front Load | $1,000 | |
| Eaton Vance CT Municipal Income I | EICTX | Muni Single State Interm | — | −1.00% | 15 | 0.500% | Average | Institutional | $1.0 Mil | |
| Eaton Vance Emerg & Frntr Countrs Eq A | EACOX | Diversified Emerging Mkts | 4.96% | 7 | 1.420% | Average | Front Load | $1,000 | ||
| Eaton Vance Emerg & Frntr Countrs Eq I | EICOX | Diversified Emerging Mkts | 6.77% | 7 | 1.170% | Above Average | Institutional | $1.0 Mil | ||
| Eaton Vance Emerging Markets Dbt Opps A | EADOX | Emerging Markets Bond | — | 6.09% | 3 | 1.110% | Below Average | Front Load | $1,000 | |
| Eaton Vance Emerging Markets Dbt Opps I | EIDOX | Emerging Markets Bond | — | 6.15% | 3 | 0.860% | Above Average | Institutional | $1.0 Mil | |
| Eaton Vance Emerging Markets Dbt Opps R6 | EELDX | Emerging Markets Bond | — | 6.17% | 2 | 0.780% | Average | Retirement, Large | $5.0 Mil | |
| Eaton Vance Emerging Markets Local Inc I | EEIIX | Emerging-Markets Local-Currency Bond | — | −2.87% | 26 | 0.850% | Average | Institutional | $1.0 Mil | |
| Eaton Vance Floating-Rate Advantage I | EIFAX | Bank Loan | — | 2.69% | 39 | 0.750% | Average | Institutional | $1.0 Mil | |
| Eaton Vance GA Municipal Income I | EIGAX | Muni Single State Interm | — | −1.20% | 45 | 0.490% | Average | Institutional | $1.0 Mil | |
| Eaton Vance Glb Macr Absolt Retrn R6 | EGMSX | Nontraditional Bond | — | 3.56% | 11 | 0.680% | Above Average | Retirement, Large | $5.0 Mil | |
| Eaton Vance Glbl Macr Absolute Return A | EAGMX | Nontraditional Bond | — | 3.46% | 12 | 0.990% | Below Average | Front Load | $1,000 | |
| Eaton Vance Glbl Macr Absolute Return I | EIGMX | Nontraditional Bond | — | 3.66% | 11 | 0.760% | Average | Institutional | $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
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank