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Eaton Vance Mutual Funds List

Here you can find all mutual funds issued by Eaton Vance and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
98
Avg. Expense Ratio
0.88%
Avg. 1 Year Return
10.12%
Avg. 5 Year Return
4.48%
Median Risk/Return Score
69 / 100
Eaton Vance Mutual Funds List

25 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Eaton Vance Atlanta Capital SMID-Cap Fund Class AMid Cap Growth EquitiesApr 30, 20021.14%
-2.01%
9.62%
7.90%
2
Eaton Vance Stock FundLarge Cap Blend EquitiesNov 1, 20010.98%
5.90%
16.05%
8.46%
29
Eaton Vance Growth FundLarge Cap Growth EquitiesSep 9, 20021.05%
5.79%
15.94%
13.99%
23
Eaton Vance Large-Cap Value FundLarge Cap Value EquitiesSep 23, 19311.01%
13.95%
11.24%
5.31%
73
Eaton Vance Focused Growth Opportunities FundLarge Cap Growth EquitiesMar 7, 20110.76%
6.43%
17.74%
23.79%
23
Eaton Vance Focused Value Opportunities FundLarge Cap Value EquitiesMar 7, 20110.74%
16.18%
12.51%
4.80%
76
Parametric International Equity FundForeign Large Cap EquitiesApr 1, 20100.50%
6.75%
9.19%
12.61%
26
Eaton Vance-Atlanta Capital Focused GrowthLarge Cap Growth EquitiesApr 30, 20020.78%
-10.16%
13.80%
17.13%
1
Eaton Vance International Small-Cap FundForeign Small & Mid Cap EquitiesDec 15, 20151.11%
4.60%
6.47%
8.10%
8
Eaton Vance Richard Bernstein All Asset Strategy F...Tactical AllocationSep 29, 20110.93%
8.00%
6.32%
2.59%
59
Eaton Vance Atlanta Capital SMID-Cap FundMid Cap Growth EquitiesApr 30, 20020.88%
-1.93%
9.84%
6.55%
2
Eaton Vance Enhanced Equity Income Fund IIDerivative IncomeJan 26, 20051.09%
-2.28%
13.66%
8.33%
4
Eaton Vance Atlanta Capital SMID-Cap Fund Class AMid Cap Blend EquitiesSep 30, 20090.81%
-1.88%
10.70%
6.56%
2
Eaton Vance Richard Bernstein Equity Strategy FundGlobal EquitiesOct 11, 20100.93%
11.84%
12.65%
16.22%
63
Eaton Vance Atlanta Capital Select Equity FundLarge Cap Growth EquitiesJan 3, 20120.78%
-9.37%
9.98%
21.45%
1
Eaton Vance Small-Cap FundSmall Cap Growth EquitiesJan 2, 19971.21%
5.24%
8.79%
7.82%
4
Eaton Vance Tax Advantaged Global Dividend Income ...Global EquitiesJan 30, 20042.57%
3.38%
13.31%
6.73%
26
Eaton Vance Greater India FundAsia Pacific EquitiesMay 1, 19941.57%
-10.75%
7.40%
16.21%
1
Eaton Vance Worldwide Health Sciences FundHealth & Biotech EquitiesJul 25, 19851.20%
-5.65%
7.57%
7.80%
4
Eaton Vance Tax-Advantaged Global Dividend Opportu...Global EquitiesApr 30, 20042.56%
3.98%
12.72%
6.83%
30

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1–20 of 25

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Best Eaton Vance Mutual funds by Risk/Return Score

The top Eaton Vance Mutual funds by PortfoliosLab Risk/Return Score are EIGMX (99) and EGRIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Eaton Vance Mutual funds Over 5 Years

The top Eaton Vance Mutual funds is EICOX (16.16%). Across the lineup, Eaton Vance Mutual funds show an average 1-year return of 10.12% and an average 5-year return of 4.48%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Eaton Vance Mutual funds

The top Eaton Vance Mutual funds is EWHYX (0.18%). With an average expense ratio of 0.88%, Eaton Vance Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Eaton Vance Mutual funds

The top Eaton Vance Mutual funds is EIFGX (23.79%). Across the lineup, Eaton Vance Mutual funds show an average dividend yield of 6.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.