Eaton Vance Mutual Funds List

Documentation

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: 97
Avg. Expense Ratio: 0.87%
Avg. 1 Year Return: 8.78%
Avg. 5 Year Return: 4.38%
Median Risk/Return Score: 64 / 100

89 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	Jan 31, 2010	0.40%	-0.91%	2.11%	3.01%	52
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	Jun 16, 1993	0.48%	0.38%	1.35%	3.35%	78
EIPCX	Parametric Commodity Strategy Fund Class I	Commodities	May 25, 2011	0.66%	20.06%	10.87%	11.10%	85
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	Sep 29, 2011	0.93%	6.16%	5.72%	2.64%	55
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	Inflation-Protected Bonds	Mar 31, 2010	0.64%	1.27%	3.73%	5.28%	70
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	Apr 30, 2002	0.88%	5.24%	10.34%	6.11%	4
EIVPX	Parametric Volatility Risk Premium - Defensive Fun...	Options Trading	Feb 8, 2017	0.47%	6.16%	—	3.78%	86
EMOIX	Eaton Vance Municipal Opportunities Fund	Municipal Bonds	May 30, 2011	0.67%	0.79%	2.28%	3.26%	87
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	Jan 26, 2005	1.09%	-4.66%	12.92%	8.59%	2
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Blend Equities	Sep 30, 2009	0.81%	5.31%	11.20%	6.11%	4
ERBIX	Eaton Vance Richard Bernstein Equity Strategy Fund	Global Equities	Oct 11, 2010	0.93%	8.92%	11.83%	16.66%	53
ESEIX	Eaton Vance Atlanta Capital Select Equity Fund	Large Cap Growth Equities	Jan 3, 2012	0.78%	-3.70%	10.24%	20.19%	2
ESHIX	Eaton Vance Short Duration High Income Fund	High Yield Bonds	Nov 1, 2013	0.66%	1.84%	4.35%	5.46%	93
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	Apr 3, 2009	1.21%	2.48%	5.09%	7.47%	94
ETAZX	Eaton Vance Arizona Municipal Income Fund	Municipal Bonds	Dec 12, 1993	0.69%	0.42%	1.96%	3.07%	77
ETCTX	Eaton Vance Connecticut Municipal Income Fund	Municipal Bonds	Apr 18, 1994	0.69%	0.36%	1.97%	2.80%	83
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	Jan 2, 1997	1.21%	8.46%	8.73%	7.59%	9
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	Jan 30, 2004	2.57%	6.39%	13.16%	6.57%	46
ETGAX	Eaton Vance Georgia Municipal Income Fund	Municipal Bonds	Dec 6, 1993	0.65%	0.54%	1.82%	3.09%	81
ETGIX	Eaton Vance Greater India Fund	India Equities, Asia Pacific Equities	May 1, 1994	1.57%	-8.27%	6.64%	15.77%	1

Explore top Eaton Vance Mutual Fund Categories and Asset Classes

Eaton Vance Bond Mutual funds Eaton Vance Equity Mutual funds Eaton Vance Multi-Asset Mutual funds Eaton Vance Commodity Mutual funds Eaton Vance Alternatives Mutual funds Eaton Vance Municipal Bonds Mutual funds Eaton Vance High Yield Bonds Mutual funds Eaton Vance Large Cap Growth Equities Mutual funds Eaton Vance Bank Loan Mutual funds Eaton Vance Emerging Markets Bonds Mutual funds

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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Time Period

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.

Symbol	Name	Risk / Return Rank	AUM	Inception
EIGMX	Eaton Vance Global Macro Absolute Return Fund	99	—	Jun 2007
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	98	—	Aug 2010
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	98	—	Dec 2012
EIDOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	98	—	Sep 2015
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	98	—	Feb 2013

Best-Performing Eaton Vance Mutual funds Over 5 Years

The top Eaton Vance Mutual funds is EAERX (14.82%). Across the lineup, Eaton Vance Mutual funds show an average 1-year return of 8.78% and an average 5-year return of 4.38%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
EAERX	Eaton Vance Stock Fund	14.82%	—	Nov 2001
EICOX	Eaton Vance Emerging and Frontier Countries Equity...	14.29%	—	Nov 2014
EIPCX	Parametric Commodity Strategy Fund Class I	13.69%	—	May 2011
EAPCX	Parametric Commodity Strategy Fund Class A	13.40%	—	May 2011
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	10.92%	—	Jan 2004

Lowest-Cost Eaton Vance Mutual funds

The top Eaton Vance Mutual funds is EWHYX (0.18%). With an average expense ratio of 0.87%, Eaton Vance Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
EWHYX	Eaton Vance High Yield Municipal Income Fund Class...	0.18%	—	May 2007
EILBX	Parametric TABS 1-to-10 Year Laddered Municipal Bo...	0.40%	—	May 2015
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	0.40%	—	Jan 2010
EIHMX	Eaton Vance National Municipal Income Fund Class I	0.41%	—	Dec 1993
EIFAX	Eaton Vance Floating-Rate Advantage Fund	0.47%	—	Mar 2008

Highest-Yield Eaton Vance Mutual funds

The top Eaton Vance Mutual funds is EIFGX (25.04%). Across the lineup, Eaton Vance Mutual funds show an average dividend yield of 6.34%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EIFGX	Eaton Vance Focused Growth Opportunities Fund	25.04%	—	Mar 2011
ESEIX	Eaton Vance Atlanta Capital Select Equity Fund	20.19%	—	Jan 2012
ERBIX	Eaton Vance Richard Bernstein Equity Strategy Fund	16.66%	—	Oct 2010
EILGX	Eaton Vance-Atlanta Capital Focused Growth	16.03%	—	Apr 2002
ETGIX	Eaton Vance Greater India Fund	15.77%	—	May 1994

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Top Mutual funds Comparisons

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