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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 Tax Managed Diversified Equity Income ...Large Cap Growth EquitiesNov 27, 20061.06%
-7.42%
11.71%
8.55%
9
Eaton Vance Greater China Growth FundChina EquitiesOct 27, 19921.53%
-7.73%
4.88%
1.72%
5
Eaton Vance Floating-Rate Advantage Fund Class Adv...Bank LoanApr 10, 20080.94%
-1.82%
4.85%
7.15%
33
Eaton Vance Short Duration Diversified Income FundMultisector BondsFeb 28, 20050.02%
-0.81%
6.07%
8.42%
12
Eaton Vance Government Opportunities FundGovernment BondsAug 23, 19841.05%
-0.24%
1.51%
4.98%
44
Eaton Vance Income Fund of BostonHigh Yield BondsJun 15, 19721.00%
-0.90%
5.06%
5.54%
86
Eaton Vance Balanced FundDiversified PortfolioApr 1, 19320.97%
-3.65%
8.72%
5.33%
30
Eaton Vance AMT-Free Municipal Income FundMunicipal BondsMar 15, 19780.54%
-0.03%
2.15%
4.02%
17
Eaton Vance Tax-Advantaged Dividend Income FundDividendSep 30, 20030.01%
-0.85%
10.73%
8.07%
29
Eaton Vance Dividend Builder FundLarge Cap Blend EquitiesDec 18, 19810.99%
0.96%
11.07%
9.18%
20
Eaton Vance Limited Duration Income FundShort-Term BondMay 30, 20030.04%
-3.42%
5.72%
9.37%
5
Eaton Vance High Yield Municipal Income Fund Class...High Yield MuniMay 9, 20070.18%
0.62%
4.72%
15
Eaton Vance National Ultra-Short Municipal Income ...Municipal BondsJun 26, 19960.50%
0.41%
1.57%
2.82%
97
Eaton Vance Tax-Managed Global Diversified Equity ...Dividend, Global Equity IncomeFeb 27, 20071.07%
-5.49%
10.00%
8.94%
42
Eaton Vance Short Duration Municipal Opportunities...Municipal BondsDec 7, 19931.41%
-0.27%
1.42%
2.32%
51
Eaton Vance National Limited Maturity Municipal In...Municipal BondsDec 7, 19931.41%
-0.19%
1.11%
2.46%
43
Eaton Vance New York Municipal Opportunities FundMunicipal BondsDec 7, 19931.56%
-0.22%
1.21%
2.72%
20
Eaton Vance Tax-Advantaged Global Dividend Opportu...Global EquitiesApr 30, 20041.74%
-4.47%
8.42%
2.28%
32

Rows per page

81–98 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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