Resources
ETFs
Mutual Funds
Liquidity Funds
 
 
 
Funds
 
FUND NAME
Fund Information
 
FACT CARD
I X IN X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Fund Information
 
FACT CARD
COMMENTARY
Emerging Markets Equity
Asia Opportunity Portfolio
Global Opportunity A
Asia Opportunity Portfolio
Global Opportunity C
Asia Opportunity Portfolio
Global Opportunity I
Asia Opportunity Portfolio
Global Opportunity R6
Developing Opportunity Portfolio
Global Opportunity A
Developing Opportunity Portfolio
Global Opportunity C
Developing Opportunity Portfolio
Global Opportunity I
Developing Opportunity Portfolio
Global Opportunity R6
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team A
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team C
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team I
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team IR
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team R6
Emerging Markets Portfolio
Emerging Markets Equity Team A
Emerging Markets Portfolio
Emerging Markets Equity Team C
Emerging Markets Portfolio
Emerging Markets Equity Team I
Emerging Markets Portfolio
Emerging Markets Equity Team IR
Emerging Markets Portfolio
Emerging Markets Equity Team R6
Emerging Markets Portfolio
Emerging Markets Equity Team L
Emerging Markets ex China Portfolio
Emerging Markets Equity Team A
Emerging Markets ex China Portfolio
Emerging Markets Equity Team C
Emerging Markets ex China Portfolio
Emerging Markets Equity Team I
Emerging Markets ex China Portfolio
Emerging Markets Equity Team R6
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team A
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team C
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team I
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team R6
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team L
Global Equity
Global Concentrated Portfolio
Applied Equity Advisors Team A
Global Concentrated Portfolio
Applied Equity Advisors Team C
Global Concentrated Portfolio
Applied Equity Advisors Team I
Global Concentrated Portfolio
Applied Equity Advisors Team R6
Global Core Portfolio
Applied Equity Advisors Team A
Global Core Portfolio
Applied Equity Advisors Team C
Global Core Portfolio
Applied Equity Advisors Team I
Global Core Portfolio
Applied Equity Advisors Team R6
Global Endurance Portfolio
Counterpoint Global A
Global Endurance Portfolio
Counterpoint Global C
Global Endurance Portfolio
Counterpoint Global I
Global Endurance Portfolio
Counterpoint Global R6
Global Franchise Portfolio
International Equity Team A
Global Franchise Portfolio
International Equity Team C
Global Franchise Portfolio
International Equity Team I
Global Franchise Portfolio
International Equity Team R6
Global Franchise Portfolio
International Equity Team L
Global Insight Portfolio
Counterpoint Global A
Global Insight Portfolio
Counterpoint Global C
Global Insight Portfolio
Counterpoint Global I
Global Insight Portfolio
Counterpoint Global R6
Global Insight Portfolio
Counterpoint Global L
Global Opportunity Portfolio
Global Opportunity A
Global Opportunity Portfolio
Global Opportunity C
Global Opportunity Portfolio
Global Opportunity I
Global Opportunity Portfolio
Global Opportunity IR
Global Opportunity Portfolio
Global Opportunity R6
Global Opportunity Portfolio
Global Opportunity L
Global Permanence Portfolio
Counterpoint Global A
Global Permanence Portfolio
Counterpoint Global C
Global Permanence Portfolio
Counterpoint Global I
Global Permanence Portfolio
Counterpoint Global R6
Global Stars Portfolio
International Equity Team A
Global Stars Portfolio
International Equity Team C
Global Stars Portfolio
International Equity Team I
Global Stars Portfolio
International Equity Team R6
Global Stars Portfolio
International Equity Team L
Passport Overseas Equity Portfolio
Emerging Markets Equity Team A
Passport Overseas Equity Portfolio
Emerging Markets Equity Team C
Passport Overseas Equity Portfolio
Emerging Markets Equity Team I
Passport Overseas Equity Portfolio
Emerging Markets Equity Team IR
Passport Overseas Equity Portfolio
Emerging Markets Equity Team R6
Passport Overseas Equity Portfolio
Emerging Markets Equity Team L
Global Listed Real Assets
Global Focus Real Estate Portfolio
Global Listed Real Assets Team A
Global Focus Real Estate Portfolio
Global Listed Real Assets Team C
Global Focus Real Estate Portfolio
Global Listed Real Assets Team I
Global Focus Real Estate Portfolio
Global Listed Real Assets Team R6
International Equity
Europe Opportunity fund
Global Opportunity A
Europe Opportunity fund
Global Opportunity C
Europe Opportunity fund
Global Opportunity I
International Advantage Portfolio
Global Opportunity A
International Advantage Portfolio
Global Opportunity C
International Advantage Portfolio
Global Opportunity I
International Advantage Portfolio
Global Opportunity R6
International Advantage Portfolio
Global Opportunity L
International Equity Portfolio
International Equity Team A
International Equity Portfolio
International Equity Team C
International Equity Portfolio
International Equity Team I
International Equity Portfolio
International Equity Team R6
International Equity Portfolio
International Equity Team L
International Opportunity Portfolio
Global Opportunity A
International Opportunity Portfolio
Global Opportunity C
International Opportunity Portfolio
Global Opportunity I
International Opportunity Portfolio
Global Opportunity IR
International Opportunity Portfolio
Global Opportunity R6
International Opportunity Portfolio
Global Opportunity L
International Resilience Portfolio
International Equity Team A
International Resilience Portfolio
International Equity Team C
International Resilience Portfolio
International Equity Team I
International Resilience Portfolio
International Equity Team R6
Investment Grade Credit
Corporate Bond Portfolio
Broad Markets Fixed Income Team A
Corporate Bond Portfolio
Broad Markets Fixed Income Team C
Corporate Bond Portfolio
Broad Markets Fixed Income Team I
Corporate Bond Portfolio
Broad Markets Fixed Income Team L
Long Duration Government Opportunities Fund
Mortgage & Securitized Team A
Long Duration Government Opportunities Fund
Mortgage & Securitized Team C
Long Duration Government Opportunities Fund
Mortgage & Securitized Team I
Long Duration Government Opportunities Fund
Mortgage & Securitized Team L
Leveraged Credit
High Yield Portfolio
High Yield Team A
High Yield Portfolio
High Yield Team C
High Yield Portfolio
High Yield Team I
High Yield Portfolio
High Yield Team IR
High Yield Portfolio
High Yield Team R6
High Yield Portfolio
High Yield Team L
Liquidity
Ultra-Short Income Portfolio
Global Liquidity Team A
Ultra-Short Income Portfolio
Global Liquidity Team IN
Ultra-Short Income Portfolio
Global Liquidity Team IR
Multi-Asset
Global Strategist Portfolio
Global Multi-Asset Team A
Global Strategist Portfolio
Global Multi-Asset Team C
Global Strategist Portfolio
Global Multi-Asset Team I
Global Strategist Portfolio
Global Multi-Asset Team R6
Global Strategist Portfolio
Global Multi-Asset Team L
Multi-Asset Real Return Portfolio
Global Multi-Asset Team A
Multi-Asset Real Return Portfolio
Global Multi-Asset Team C
Multi-Asset Real Return Portfolio
Global Multi-Asset Team I
Multi-Asset Real Return Portfolio
Global Multi-Asset Team R6
Multi-Sector
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team A
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team C
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team I
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team IR
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team R6
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team L
Securitized
Mortgage Securities Trust
Mortgage & Securitized Team A
Mortgage Securities Trust
Mortgage & Securitized Team C
Mortgage Securities Trust
Mortgage & Securitized Team I
Mortgage Securities Trust
Mortgage & Securitized Team R6
Mortgage Securities Trust
Mortgage & Securitized Team L
US Equity
Advantage Portfolio
Counterpoint Global A
Advantage Portfolio
Counterpoint Global C
Advantage Portfolio
Counterpoint Global I
Advantage Portfolio
Counterpoint Global R6
Advantage Portfolio
Counterpoint Global L
American Resilience Portfolio
International Equity Team A
American Resilience Portfolio
International Equity Team C
American Resilience Portfolio
International Equity Team I
American Resilience Portfolio
International Equity Team R6
Discovery Portfolio
Counterpoint Global A
Discovery Portfolio
Counterpoint Global C
Discovery Portfolio
Counterpoint Global I
Discovery Portfolio
Counterpoint Global R6
Discovery Portfolio
Counterpoint Global L
Dynamic Value Portfolio
Global Multi-Asset Team A
Dynamic Value Portfolio
Global Multi-Asset Team C
Dynamic Value Portfolio
Global Multi-Asset Team I
Dynamic Value Portfolio
Global Multi-Asset Team R6
Growth Portfolio
Counterpoint Global A
Growth Portfolio
Counterpoint Global C
Growth Portfolio
Counterpoint Global I
Growth Portfolio
Counterpoint Global IR
Growth Portfolio
Counterpoint Global R6
Growth Portfolio
Counterpoint Global L
Inception Portfolio
Counterpoint Global A
Inception Portfolio
Counterpoint Global C
Inception Portfolio
Counterpoint Global I
Inception Portfolio
Counterpoint Global R6
Inception Portfolio
Counterpoint Global L
Insight Fund
Counterpoint Global A
Insight Fund
Counterpoint Global C
Insight Fund
Counterpoint Global I
Insight Fund
Counterpoint Global IR
Insight Fund
Counterpoint Global R6
Permanence Portfolio
Counterpoint Global A
Permanence Portfolio
Counterpoint Global C
Permanence Portfolio
Counterpoint Global I
Permanence Portfolio
Counterpoint Global R6
US Core Portfolio
Applied Equity Advisors Team A
US Core Portfolio
Applied Equity Advisors Team C
US Core Portfolio
Applied Equity Advisors Team I
US Core Portfolio
Applied Equity Advisors Team R6
Vitality Portfolio
Counterpoint Global A
Vitality Portfolio
Counterpoint Global C
Vitality Portfolio
Counterpoint Global I
Vitality Portfolio
Counterpoint Global R6
 
 
 
 
 
 
 
 
 
 
 
IN X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Fund Information
 
FACT CARD
WEEKLY HOLDINGS
MONTHLY HOLDINGS
MONTHLY HOLDINGS ARCHIVE
N-MFP
Prospectus & Reports
 
PROSPECTUS
SEMI ANNUAL REPORT
ANNUAL REPORT
SAI
Liquidity
Government
Global Liquidity Team IN
Government
Global Liquidity Team IS
Government
Global Liquidity Team IR
Government
Global Liquidity Team AV
Government
Global Liquidity Team PT
Government
Global Liquidity Team AM
Government
Global Liquidity Team CastleOak Shares
Government
Global Liquidity Team Impact
Government
Global Liquidity Team Impact Partner
Government
Global Liquidity Team Advisor
Government Securities
Global Liquidity Team IN
Government Securities
Global Liquidity Team IS
Government Securities
Global Liquidity Team IR
Government Securities
Global Liquidity Team AV
Government Securities
Global Liquidity Team PT
Government Securities
Global Liquidity Team AM
Prime
Global Liquidity Team IN
Prime
Global Liquidity Team IS
Prime
Global Liquidity Team IR
Prime
Global Liquidity Team AV
Prime
Global Liquidity Team PT
Prime
Global Liquidity Team AM
Prime
Global Liquidity Team CastleOak Shares
Prime
Global Liquidity Team Impact
Prime
Global Liquidity Team Impact Partner
Treasury
Global Liquidity Team IN
Treasury
Global Liquidity Team IS
Treasury
Global Liquidity Team IR
Treasury
Global Liquidity Team AV
Treasury
Global Liquidity Team PT
Treasury
Global Liquidity Team AM
Treasury
Global Liquidity Team Advisor
Treasury Securities
Global Liquidity Team IN
Treasury Securities
Global Liquidity Team IS
Treasury Securities
Global Liquidity Team IR
Treasury Securities
Global Liquidity Team AV
Treasury Securities
Global Liquidity Team PT
Treasury Securities
Global Liquidity Team AM
Treasury Securities
Global Liquidity Team Impact
Treasury Securities
Global Liquidity Team Impact Partner
Treasury Securities
Global Liquidity Team Advisor
 
ETFs
Mutual Funds
Closed-end Funds
Variable Insurance Funds
 
 
 
Funds
 
FUND NAME
Prospectus & Reports
 
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
Semi-Annual Financial Statements and Add'l Information
Annual Financial Statements and Add'l Information
SAI
N-PORT Q1
N-PORT Q3
International Equity
Calvert International Responsible Index ETF
Investment Grade Credit
Calvert Ultra-Short Investment Grade ETF
Eaton Vance Short Duration Income ETF
Leveraged Credit
Eaton Vance Floating-Rate ETF
Eaton Vance High Yield ETF
Multi-Sector
Eaton Vance Total Return Bond ETF
Eaton Vance Ultra-Short Income ETF
Municipals
Eaton Vance Intermediate Municipal Income ETF
Eaton Vance Short Duration Municipal Income ETF
US Equity
Calvert US Large-Cap Core Responsible Index ETF
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Calvert US Mid-Cap Core Responsible Index ETF
Calvert US Select Equity ETF
Parametric Equity Plus ETF
Parametric Equity Premium Income ETF
Parametric Hedged Equity ETF
 
 
 
 
 
 
I X IN X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Prospectus & Reports
 
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
Semi-Annual Financial Statements and Add'l Information
Annual Financial Statements and Add'l Information
SAI
N-PORT Q1
N-PORT Q3
Emerging Markets Equity
Asia Opportunity Portfolio
Global Opportunity A
Asia Opportunity Portfolio
Global Opportunity C
Asia Opportunity Portfolio
Global Opportunity I
Asia Opportunity Portfolio
Global Opportunity R6
Developing Opportunity Portfolio
Global Opportunity A
Developing Opportunity Portfolio
Global Opportunity C
Developing Opportunity Portfolio
Global Opportunity I
Developing Opportunity Portfolio
Global Opportunity R6
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team A
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team C
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team I
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team IR
Emerging Markets Leaders Portfolio
Emerging Markets Equity Team R6
Emerging Markets Portfolio
Emerging Markets Equity Team A
Emerging Markets Portfolio
Emerging Markets Equity Team C
Emerging Markets Portfolio
Emerging Markets Equity Team I
Emerging Markets Portfolio
Emerging Markets Equity Team IR
Emerging Markets Portfolio
Emerging Markets Equity Team R6
Emerging Markets Portfolio
Emerging Markets Equity Team L
Emerging Markets ex China Portfolio
Emerging Markets Equity Team A
Emerging Markets ex China Portfolio
Emerging Markets Equity Team C
Emerging Markets ex China Portfolio
Emerging Markets Equity Team I
Emerging Markets ex China Portfolio
Emerging Markets Equity Team R6
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team A
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team C
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team I
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team R6
Next Gen Emerging Markets Portfolio
Emerging Markets Equity Team L
Global Equity
Global Concentrated Portfolio
Applied Equity Advisors Team A
Global Concentrated Portfolio
Applied Equity Advisors Team C
Global Concentrated Portfolio
Applied Equity Advisors Team I
Global Concentrated Portfolio
Applied Equity Advisors Team R6
Global Core Portfolio
Applied Equity Advisors Team A
Global Core Portfolio
Applied Equity Advisors Team C
Global Core Portfolio
Applied Equity Advisors Team I
Global Core Portfolio
Applied Equity Advisors Team R6
Global Endurance Portfolio
Counterpoint Global A
Global Endurance Portfolio
Counterpoint Global C
Global Endurance Portfolio
Counterpoint Global I
Global Endurance Portfolio
Counterpoint Global R6
Global Franchise Portfolio
International Equity Team A
Global Franchise Portfolio
International Equity Team C
Global Franchise Portfolio
International Equity Team I
Global Franchise Portfolio
International Equity Team R6
Global Franchise Portfolio
International Equity Team L
Global Insight Portfolio
Counterpoint Global A
Global Insight Portfolio
Counterpoint Global C
Global Insight Portfolio
Counterpoint Global I
Global Insight Portfolio
Counterpoint Global R6
Global Insight Portfolio
Counterpoint Global L
Global Opportunity Portfolio
Global Opportunity A
Global Opportunity Portfolio
Global Opportunity C
Global Opportunity Portfolio
Global Opportunity I
Global Opportunity Portfolio
Global Opportunity IR
Global Opportunity Portfolio
Global Opportunity R6
Global Opportunity Portfolio
Global Opportunity L
Global Permanence Portfolio
Counterpoint Global A
Global Permanence Portfolio
Counterpoint Global C
Global Permanence Portfolio
Counterpoint Global I
Global Permanence Portfolio
Counterpoint Global R6
Global Stars Portfolio
International Equity Team A
Global Stars Portfolio
International Equity Team C
Global Stars Portfolio
International Equity Team I
Global Stars Portfolio
International Equity Team R6
Global Stars Portfolio
International Equity Team L
Passport Overseas Equity Portfolio
Emerging Markets Equity Team A
Passport Overseas Equity Portfolio
Emerging Markets Equity Team C
Passport Overseas Equity Portfolio
Emerging Markets Equity Team I
Passport Overseas Equity Portfolio
Emerging Markets Equity Team IR
Passport Overseas Equity Portfolio
Emerging Markets Equity Team R6
Passport Overseas Equity Portfolio
Emerging Markets Equity Team L
Global Listed Real Assets
Global Focus Real Estate Portfolio
Global Listed Real Assets Team A
Global Focus Real Estate Portfolio
Global Listed Real Assets Team C
Global Focus Real Estate Portfolio
Global Listed Real Assets Team I
Global Focus Real Estate Portfolio
Global Listed Real Assets Team R6
International Equity
Europe Opportunity fund
Global Opportunity A
Europe Opportunity fund
Global Opportunity C
Europe Opportunity fund
Global Opportunity I
International Advantage Portfolio
Global Opportunity A
International Advantage Portfolio
Global Opportunity C
International Advantage Portfolio
Global Opportunity I
International Advantage Portfolio
Global Opportunity R6
International Advantage Portfolio
Global Opportunity L
International Equity Portfolio
International Equity Team A
International Equity Portfolio
International Equity Team C
International Equity Portfolio
International Equity Team I
International Equity Portfolio
International Equity Team R6
International Equity Portfolio
International Equity Team L
International Opportunity Portfolio
Global Opportunity A
International Opportunity Portfolio
Global Opportunity C
International Opportunity Portfolio
Global Opportunity I
International Opportunity Portfolio
Global Opportunity IR
International Opportunity Portfolio
Global Opportunity R6
International Opportunity Portfolio
Global Opportunity L
International Resilience Portfolio
International Equity Team A
International Resilience Portfolio
International Equity Team C
International Resilience Portfolio
International Equity Team I
International Resilience Portfolio
International Equity Team R6
Investment Grade Credit
Corporate Bond Portfolio
Broad Markets Fixed Income Team A
Corporate Bond Portfolio
Broad Markets Fixed Income Team C
Corporate Bond Portfolio
Broad Markets Fixed Income Team I
Corporate Bond Portfolio
Broad Markets Fixed Income Team L
Long Duration Government Opportunities Fund
Mortgage & Securitized Team A
Long Duration Government Opportunities Fund
Mortgage & Securitized Team C
Long Duration Government Opportunities Fund
Mortgage & Securitized Team I
Long Duration Government Opportunities Fund
Mortgage & Securitized Team L
Leveraged Credit
High Yield Portfolio
High Yield Team A
High Yield Portfolio
High Yield Team C
High Yield Portfolio
High Yield Team I
High Yield Portfolio
High Yield Team IR
High Yield Portfolio
High Yield Team R6
High Yield Portfolio
High Yield Team L
Liquidity
Ultra-Short Income Portfolio
Global Liquidity Team A
Ultra-Short Income Portfolio
Global Liquidity Team IN
Ultra-Short Income Portfolio
Global Liquidity Team IR
Multi-Asset
Global Strategist Portfolio
Global Multi-Asset Team A
Global Strategist Portfolio
Global Multi-Asset Team C
Global Strategist Portfolio
Global Multi-Asset Team I
Global Strategist Portfolio
Global Multi-Asset Team R6
Global Strategist Portfolio
Global Multi-Asset Team L
Multi-Asset Real Return Portfolio
Global Multi-Asset Team A
Multi-Asset Real Return Portfolio
Global Multi-Asset Team C
Multi-Asset Real Return Portfolio
Global Multi-Asset Team I
Multi-Asset Real Return Portfolio
Global Multi-Asset Team R6
Multi-Sector
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team A
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team C
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team I
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team IR
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team R6
Global Fixed Income Opportunities Fund
Broad Markets Fixed Income Team L
Securitized
Mortgage Securities Trust
Mortgage & Securitized Team A
Mortgage Securities Trust
Mortgage & Securitized Team C
Mortgage Securities Trust
Mortgage & Securitized Team I
Mortgage Securities Trust
Mortgage & Securitized Team R6
Mortgage Securities Trust
Mortgage & Securitized Team L
US Equity
Advantage Portfolio
Counterpoint Global A
Advantage Portfolio
Counterpoint Global C
Advantage Portfolio
Counterpoint Global I
Advantage Portfolio
Counterpoint Global R6
Advantage Portfolio
Counterpoint Global L
American Resilience Portfolio
International Equity Team A
American Resilience Portfolio
International Equity Team C
American Resilience Portfolio
International Equity Team I
American Resilience Portfolio
International Equity Team R6
Discovery Portfolio
Counterpoint Global A
Discovery Portfolio
Counterpoint Global C
Discovery Portfolio
Counterpoint Global I
Discovery Portfolio
Counterpoint Global R6
Discovery Portfolio
Counterpoint Global L
Dynamic Value Portfolio
Global Multi-Asset Team A
Dynamic Value Portfolio
Global Multi-Asset Team C
Dynamic Value Portfolio
Global Multi-Asset Team I
Dynamic Value Portfolio
Global Multi-Asset Team R6
Growth Portfolio
Counterpoint Global A
Growth Portfolio
Counterpoint Global C
Growth Portfolio
Counterpoint Global I
Growth Portfolio
Counterpoint Global IR
Growth Portfolio
Counterpoint Global R6
Growth Portfolio
Counterpoint Global L
Inception Portfolio
Counterpoint Global A
Inception Portfolio
Counterpoint Global C
Inception Portfolio
Counterpoint Global I
Inception Portfolio
Counterpoint Global R6
Inception Portfolio
Counterpoint Global L
Insight Fund
Counterpoint Global A
Insight Fund
Counterpoint Global C
Insight Fund
Counterpoint Global I
Insight Fund
Counterpoint Global IR
Insight Fund
Counterpoint Global R6
Permanence Portfolio
Counterpoint Global A
Permanence Portfolio
Counterpoint Global C
Permanence Portfolio
Counterpoint Global I
Permanence Portfolio
Counterpoint Global R6
US Core Portfolio
Applied Equity Advisors Team A
US Core Portfolio
Applied Equity Advisors Team C
US Core Portfolio
Applied Equity Advisors Team I
US Core Portfolio
Applied Equity Advisors Team R6
Vitality Portfolio
Counterpoint Global A
Vitality Portfolio
Counterpoint Global C
Vitality Portfolio
Counterpoint Global I
Vitality Portfolio
Counterpoint Global R6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
Prospectus & Reports
 
Semi Annual Report
Annual Report
N-PORT Q1
N-PORT Q3
Emerging Markets Debt
Emerging Markets Debt Fund
Emerging Markets Debt Team
Emerging Markets Domestic Debt Fund
Emerging Markets Debt Team
Emerging Markets Equity
China A Share Fund
Emerging Markets Equity Team
India Investment Fund
Emerging Markets Equity Team
 
 
I X II X
 
 
 
Funds
 
FUND NAME
INVESTMENT TEAM
SHARE CLASS
Prospectus & Reports
 
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
Semi-Annual Financial Statements and Add'l Information
Annual Financial Statements and Add'l Information
SAI
N-PORT Q1
N-PORT Q3
Emerging Markets Debt
VIF Emerging Markets Debt Portfolio
Emerging Markets Debt Team I
VIF Emerging Markets Debt Portfolio
Emerging Markets Debt Team II
Emerging Markets Equity
VIF Emerging Markets Equity Portfolio
Emerging Markets Equity Team I
VIF Emerging Markets Equity Portfolio
Emerging Markets Equity Team II
Global Listed Real Assets
VIF Global Infrastructure Portfolio
Global Listed Real Assets Team I
VIF Global Infrastructure Portfolio
Global Listed Real Assets Team II
VIF U.S. Real Estate Portfolio
Global Listed Real Assets Team I
VIF U.S. Real Estate Portfolio
Global Listed Real Assets Team II
Multi-Asset
VIF Global Strategist Portfolio
Global Multi-Asset Team I
VIF Global Strategist Portfolio
Global Multi-Asset Team II
US Equity
VIF Discovery Portfolio
Counterpoint Global I
VIF Discovery Portfolio
Counterpoint Global II
VIF Growth Portfolio
Counterpoint Global I
VIF Growth Portfolio
Counterpoint Global II
 
 
 
 
 
Mutual Funds
Closed-end Funds
 
 
 
2024
2024 Estimated Year-End Distributions
View
2023
2023 Dividends Received Deduction for Corp Shareholders
View
2023 Morgan Stanley Institutional Liquidity Funds Tax Info Summary
View
2023 Tax Guide
View
2023 Year-End Distributions
View
2022
Morgan Stanley Emerging Markets Fixed Income Opportunities Fund Form 8937 - 2019
View
Morgan Stanley Emerging Markets Fixed Income Opportunities Fund Form 8937 - 2020
View
Morgan Stanley Global Franchise Portfolio Form 8937
View
Morgan Stanley Inception Portfolio Form 8937
View
Morgan Stanley US Real Estate Portfolio Form 8937
View
2021
Morgan Stanley Active Assets California Tax-Free Trust Form 8937
View
Morgan Stanley Active Assets Government Trust Form 8937 (Class SE)
View
Morgan Stanley Active Assets Prime Trust Form 8937 (Administrative Class)
View
Morgan Stanley Active Assets Prime Trust Form 8937 (Advisory Class)
View
Morgan Stanley Active Assets Prime Trust Form 8937 (Class S)
View
Morgan Stanley Active Assets Prime Trust Form 8937 (Class SE)
View
Morgan Stanley Active Assets Tax-Free Trust Form 8937
View
Morgan Stanley Emerging Markets Fixed Income Opportunities Fund Form 8937 - 2018
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class A)
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class B)
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class C)
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class I)
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class IS)
View
Morgan Stanley Global Fixed Income Opportunities Fund Form 8937 (Class L)
View
Morgan Stanley Global Strategist Fund Form 8937 (Class A)
View
Morgan Stanley Global Strategist Fund Form 8937 (Class B)
View
Morgan Stanley Global Strategist Fund Form 8937 (Class C)
View
Morgan Stanley Global Strategist Fund Form 8937 (Class I)
View
Morgan Stanley Institutional Fund Focus Growth Portfolio Form 8937 (Class I)
View
Morgan Stanley Institutional Fund Focus Growth Portfolio Form 8937 (Class P)
View
Morgan Stanley Institutional Fund Global Real Estate Portfolio Form 8937 (Class H)
View
Morgan Stanley Institutional Fund Global Real Estate Portfolio Form 8937 (Class I)
View
Morgan Stanley Institutional Fund Global Real Estate Portfolio Form 8937 (Class L)
View
Morgan Stanley Institutional Fund Global Real Estate Portfolio Form 8937 (Class P)
View
Morgan Stanley Institutional Liquidity Funds Inc Tax Exempt Form 8937 (All Classes)
View
Morgan Stanley International Fund Form 8937 (Class A)
View
Morgan Stanley International Fund Form 8937 (Class B)
View
Morgan Stanley International Fund Form 8937 (Class C)
View
Morgan Stanley International Fund Form 8937 (Class I)
View
Morgan Stanley International Fund Form 8937 (Class R)
View
Morgan Stanley International Fund Form 8937 (Class W)
View
Morgan Stanley International Value Equity Fund Form 8937 (Class A)
View
Morgan Stanley International Value Equity Fund Form 8937 (Class B)
View
Morgan Stanley International Value Equity Fund Form 8937 (Class C)
View
Morgan Stanley International Value Equity Fund Form 8937 (Class I)
View
Morgan Stanley International Value Equity Fund Form 8937 (Class W)
View
Morgan Stanley Mid Cap Growth Fund Form 8937 (Class A)
View
Morgan Stanley Mid Cap Growth Fund Form 8937 (Class B)
View
Morgan Stanley Mid Cap Growth Fund Form 8937 (Class C)
View
Morgan Stanley Mid Cap Growth Fund Form 8937 (Class I)
View
Morgan Stanley Mortgage Securities Trust Form 8937 (Class A)
View
Morgan Stanley Mortgage Securities Trust Form 8937 (Class B)
View
Morgan Stanley Mortgage Securities Trust Form 8937 (Class C)
View
Morgan Stanley Mortgage Securities Trust Form 8937 (Class I)
View
Morgan Stanley Mortgage Securities Trust Form 8937 (Class L)
View
2023
2023 Closed-End Funds Tax Information
View
2022
Morgan Stanley Emerging Markets Debt Fund Form 8937
View
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
2021
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
Morgan Stanley Emerging Markets Domestic Debt Fund Form 8937
View
 
Forms And Applications
Morgan Stanley Direct Trad Sep Application (not for Wealth Managed or Brokerage accounts)
As Of 12/18/2023
View
Morgan Stanley Roth IRA (not for Wealth Managed or Brokerage accounts)
As Of 12/18/2023
View
MSIFT Ultra-Short Income Portfolio Account Application
As Of 03/31/2023
View
Forms And Applications
Morgan Stanley Institutional Liquidity Funds Account Registration Form
As Of 03/31/2023
View
 
 
 
 
Strategies
 
STRATEGY NAME
INVESTMENT TEAM
Marketing Material
 
Strategy Profile
White paper
Macro Perspectives
Solutions & Multi-Asset
Alternative Lending
AIP Hedge Fund Team
Hedge Funds: Custom Solutions
AIP Hedge Fund Team
Hedge Funds: Advisory Solutions
AIP Hedge Fund Team
Real Assets
Active Fundamental Equity
Next Gen Emerging Markets Strategy
Emerging Markets Equity Team
Global Emerging Markets Equity Strategy
Emerging Markets Equity Team
Asia Opportunity
Global Opportunity
Global Franchise Strategy
International Equity Team
Private Credit & Equity
Fixed Income
European High Yield Bond Strategy
High Yield Team
Global Convertible Bond Strategy
High Yield Team
Liquidity
 
-
PDF
-
-
PDF
-
-
PDF
-
 
 
-
PDF
-
-
PDF
-
-
PDF
-
-
PDF
-
 
 
-
PDF
-
-
PDF
-
 

Morgan Stanley does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. It was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Federal and state tax laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.

Important Risks and ETF Information

Before investing prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. To obtain an exchange-traded fund ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.

An ESG investment strategy limits the types and number of investment opportunities available to the strategy and, as a result, the strategy may underperform other funds that do not have an ESG focus. Companies selected for inclusion in a strategy may not exhibit positive or favorable ESG characteristics at all times and may shift into and out of favor depending on market and economic conditions.

Environmental, social, and governance (ESG) criteria are a set of standards for a company's behavior used by socially conscious investors to screen potential investments.

Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company's leadership, executive pay, and shareholder rights.

Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total Returns are calculated using the daily 4:00pm net asset value (NAV). Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns you would receive if you traded shares at other times.

Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs, Eaton Vance ETFs, and Parametric ETFs. Parametric Portfolio Associates LLC is the subadviser to the Parametric ETFs. Morgan Stanley Investment Management Limited is the sub-adviser to Eaton Vance High Yield ETF.

Calvert ETFs, Eaton Vance ETFs and Parametric ETFs are distributed by Foreside Fund Services, LLC.

 

This is a Marketing Communication.

It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products.

The services described on this website may not be available in all jurisdictions or to all persons. For further details, please see our Terms of Use.

Not FDIC Insured—Offer No Bank Guarantee—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

Subscriptions    •    Privacy & Cookies    •    Your Privacy Choices Your Privacy Choices Icon    •    Terms of Use

©  Morgan Stanley. All rights reserved.

Morgan Stanley Distribution, Inc. Member FINRA/SIPC.