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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.


Issuer is Eaton Vance
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Eaton Vance Small-Cap FundSmall Cap Growth EquitiesJan 2, 19971.21%
-1.87%
8.19%
8.38%
2
Eaton Vance Tax Advantaged Global Dividend Income ...Global EquitiesJan 30, 20042.57%
-9.66%
12.01%
7.57%
43
Eaton Vance Georgia Municipal Income FundMunicipal BondsDec 6, 19930.65%
-0.07%
1.99%
3.31%
38
Eaton Vance Greater India FundAsia Pacific EquitiesMay 1, 19941.57%
-16.44%
7.45%
17.31%
0
Eaton Vance Worldwide Health Sciences FundHealth & Biotech EquitiesJul 25, 19851.20%
-5.20%
7.67%
7.77%
5
Eaton Vance High Yield Municipal Income FundHigh Yield MuniAug 6, 19950.73%
0.38%
2.88%
4.44%
14
Parametric TABS Intermediate-Term Municipal Bond F...Municipal BondsJan 31, 20100.53%
-0.18%
2.24%
3.45%
38
Eaton Vance Risk-Managed Diversified Equity Income...Global Equity IncomeJul 31, 20070.01%
-6.30%
8.15%
9.67%
8
Eaton Vance Maryland Municipal Income FundMunicipal BondsDec 9, 19930.68%
-0.07%
1.98%
3.22%
33
Eaton Vance Minnesota Municipal Income FundMunicipal BondsDec 8, 19930.66%
-0.25%
1.77%
3.28%
22
Eaton Vance Missouri Municipal Income FundMunicipal BondsDec 6, 19930.69%
-0.04%
2.08%
3.41%
38
Eaton Vance North Carolina Municipal Income FundMunicipal BondsDec 6, 19930.66%
-0.20%
1.81%
3.27%
29
Eaton Vance New Jersey Municipal Income FundMunicipal BondsApr 12, 19940.69%
0.10%
2.18%
3.39%
27
Eaton Vance New York Municipal Income FundMunicipal BondsApr 14, 19940.68%
-0.04%
1.98%
3.67%
15
Eaton Vance Tax-Advantaged Global Dividend Opportu...Global EquitiesApr 30, 20042.56%
-8.74%
11.21%
7.64%
36
Eaton Vance Ohio Municipal Income FundMunicipal BondsDec 6, 19930.70%
-0.27%
1.95%
3.47%
21
Eaton Vance Oregon Municipal Income FundMunicipal BondsDec 27, 19930.66%
0.04%
2.13%
3.40%
39
Eaton Vance Pennsylvania Municipal Income FundMunicipal BondsMay 31, 19940.68%
-0.05%
1.79%
3.71%
23
Eaton Vance Strategic Income Fund Class IMultisector BondsJan 23, 19981.46%
0.89%
4.70%
7.08%
97
Eaton Vance Virginia Municipal Income FundMunicipal BondsDec 16, 19930.69%
0.24%
1.87%
3.37%
37

Rows per page

61–80 of 98

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.

0%Annualized Volatility0%Annualized Return

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