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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
97
Avg. Expense Ratio
0.87%
Avg. 1 Year Return
8.78%
Avg. 5 Year Return
4.38%
Median Risk/Return Score
64 / 100
Eaton Vance Mutual Funds List

89 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Eaton Vance Balanced FundDiversified PortfolioApr 1, 19320.97%
2.97%
9.09%
5.00%
22
Eaton Vance AMT-Free Municipal Income FundMunicipal BondsMar 15, 19780.54%
0.52%
1.93%
3.76%
78
Eaton Vance Dividend Builder FundLarge Cap Blend EquitiesDec 18, 19810.99%
10.22%
11.51%
8.38%
38
Eaton Vance High Yield Municipal Income Fund Class...High Yield MuniMay 9, 20070.18%
2.53%
4.77%
94
Eaton Vance National Ultra-Short Municipal Income ...Municipal BondsJun 26, 19960.50%
1.08%
1.58%
2.46%
97
Eaton Vance Tax-Managed Global Diversified Equity ...Dividend, Global Equity IncomeFeb 27, 20071.07%
7.73%
11.08%
8.06%
57
Eaton Vance Short Duration Municipal Opportunities...Municipal BondsDec 7, 19931.41%
-0.16%
1.29%
2.09%
59
Eaton Vance National Limited Maturity Municipal In...Municipal BondsDec 7, 19931.41%
-0.02%
0.98%
2.20%
57
Eaton Vance Tax-Advantaged Global Dividend Opportu...Global EquitiesApr 30, 20041.74%
8.87%
9.51%
1.01%
47

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81–89 of 89

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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 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.

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.

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.

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