TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Eaton Vance Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Eaton Vance Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Eaton Vance Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Eaton Vance Funds.
This page includes relevant dividend information on Eaton Vance Funds.
The table below illustrates valuable information regarding the primary fund manager for Eaton Vance Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Eaton Vance Funds.
This list includes asset allocation proportions of the underlying holdings for Eaton Vance Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund | Inst (EISMX) | U.S. Mid-Cap Growth Equity | $11,340.76 | -11.74% | 91.06% | 0.92% | 18.1 |
| Eaton Vance Floating-Rate Advantage Fund | B (EBFAX) | Floating Rate Bond | $7,473.80 | -0.84% | 1.55% | 1.75% | N/A |
| Eaton Vance Income Fund of Boston | A (EVIBX) | U.S. Below-Investment-Grade Bond | $5,260.79 | -5.88% | 58.80% | 1.04% | 5.58 |
| Eaton Vance Short Duration Government Income Fund | A (EALDX) | Short-Term Government Bond | $5,226.10 | -0.12% | 85.11% | 0.85% | 5.92 |
| Eaton Vance Floating Rate Fund | Inst (EIBLX) | Floating Rate Bond | $5,162.81 | -6.31% | 27.91% | 0.77% | 12.57 |
| Calvert Equity Fund | A (CSIEX) | U.S. Large-Cap Growth Equity | $4,600.81 | 10.26% | 55.91% | 1.00% | 4.96 |
| Eaton Vance National Municipal Income Fund | C (ECHMX) | U.S. Investment-Grade Bond | $3,215.37 | 1.49% | 52.53% | 1.55% | 6.84 |
| Eaton Vance Global Macro Absolute Return Fund | Inst (EIGMX) | Nontraditional Bond | $3,174.79 | -1.60% | 46.77% | 0.75% | 12.35 |
| Eaton Vance Global Macro Absolute Return Advantage Fund | Inst (EGRIX) | Nontraditional Bond | $2,755.71 | 2.37% | 11.08% | 1.29% | 9.76 |
| Calvert US Large-Cap Core Responsible Index Fund | Inst (CISIX) | U.S. Large-Cap Blend Equity | $2,418.66 | 11.21% | 3.70% | 0.37% | 3.42 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | N/A (XEXGX) | FAANG Equity | $2,413.82 | -6.62% | 82.62% | 1.07% | 13.28 |
| Calvert Emerging Markets Equity Fund | Inst (CVMIX) | Emerging Markets Equity | $2,368.54 | 4.79% | 23.57% | 1.15% | 7.59 |
| Calvert Bond Fund | A (CSIBX) | U.S. Investment-Grade Bond | $1,801.54 | 2.74% | 37.28% | 0.78% | 7.33 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | N/A (XETYX) | U.S. All Cap Equity | $1,729.57 | -4.05% | 43.21% | 1.07% | 13.51 |
| Eaton Vance Short Duration Strategic Income Fund | B (EVSGX) | Nontraditional Bond | $1,727.36 | 2.10% | 12.31% | 1.86% | N/A |
| Eaton Vance Tax Managed Growth 1.1 Fund | A (ETTGX) | U.S. Large-Cap Growth Equity | $1,646.71 | 8.61% | 60.96% | 0.78% | 14.09 |
| Calvert Short Duration Income Fund | A (CSDAX) | U.S. Investment-Grade Bond | $1,604.28 | -0.06% | 81.11% | 0.81% | 7.33 |
| Eaton Vance Limited Duration Income Fund | N/A (XEVVX) | Multi-Sector Bond | $1,498.30 | -10.57% | 91.45% | 2.62% | 17.02 |
| Eaton Vance Large-Cap Value Fund | A (EHSTX) | U.S. Large-Cap Value Equity | $1,362.11 | -10.90% | 37.84% | 1.04% | 5.92 |
| Eaton Vance Municipal Opportunities Fund | Inst (EMOIX) | U.S. Investment-Grade Bond | $1,327.72 | -0.98% | 92.12% | 0.69% | 9.01 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Eaton Vance is a company that sells mutual funds with $111,805M in assets under management. The average expense ratio from all mutual funds is 1.24%. 49.10% of all the mutual funds are no load funds. The oldest fund launched was in 1931. The average manager tenure for all managers at Eaton Vance is 7.85 years. The company offers investors 143 mutual funds, in terms of the number of individual fund symbols.
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