Overview

Growth of $10,000

10-year period ended 03/31/2015

  • A Shares at NAV

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
04/30/2015
Fund at NAV -0.93 6.57 5.02 13.22 15.41 14.98 12.57
Fund w/Max Sales Charge -6.63 0.45 -1.01 6.72 13.16 13.64 11.91
Russell 2500 Index2 -1.75 5.49 3.33 10.70 16.73 14.01 9.92
03/31/2015
Fund at NAV 0.86 6.00 6.00 13.27 15.84 16.09 12.02
Fund w/Max Sales Charge -4.96 -0.08 -0.08 6.74 13.58 14.74 11.36
Russell 2500 Index2 1.33 5.17 5.17 10.07 17.13 15.47 9.61
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Mar 31, 2015

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $6.1B
Minimum Investment $1000
Expense Ratio3 1.23%
CUSIP 277902656

Top 10 Holdings (%)4,5 as of Mar 31, 2015

Markel Corp
HCC Insurance Holdings Inc
ANSYS Inc
Sally Beauty Holdings Inc
Morningstar Inc
Fair Isaac Corp
SEI Investments Co
DENTSPLY International Inc
Equifax Inc
Acuity Brands Inc
Total 33.23


Portfolio Management

Charles B. Reed, CFA Managed Fund since inception
William O. Bell IV, CFA Managed Fund since 2004
W. Matthew Hereford, CFA Managed Fund since 2004

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Performance

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.86 6.00 6.00 13.27 15.84 16.09 12.02
Fund w/Max Sales Charge -4.96 -0.08 -0.08 6.74 13.58 14.74 11.36
Russell 2500 Index2 1.33 5.17 5.17 10.07 17.13 15.47 9.61
Morningstar™ Mid-Cap Growth Category6 0.68 5.35 5.35 11.20 14.95 14.47 9.17
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 4.51 14.43 11.74 -26.20 34.94 25.53 5.44 13.91 35.72 4.90
Russell 2500 Index2 8.11 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07

Fund Facts

Expense Ratio3 1.23%
Class A Inception 11/28/2003
Performance Inception 04/30/2002
Distribution Frequency Annually


Risk Measures (3 Year)7 as of Apr 30, 2015

Alpha (%) 2.04
Beta 0.79
R-Squared (%) 84.10
Standard Deviation (%) 10.32
Sharpe Ratio 1.49


Morningstar™ Ratings as of Mar 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall **** **** 655
3 Years *** **** 655
5 Years *** **** 586
10 Years ***** ***** 436
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
May 01, 2015 $24.68 $0.19
Apr 30, 2015 $24.49 $-0.28
Apr 29, 2015 $24.77 $-0.16
Apr 28, 2015 $24.93 $0.01
Apr 27, 2015 $24.92 $-0.14
Apr 24, 2015 $25.06 $-0.04
Apr 23, 2015 $25.10 $0.20
Apr 22, 2015 $24.90 $0.03
Apr 21, 2015 $24.87 $0.02
Apr 20, 2015 $24.85 $0.26

Distribution History8

Ex-Date Distribution Reinvest NAV
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus

Capital Gain History8

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 11, 2014 $0.76110 $23.18
Dec 12, 2013 $0.14780 $22.08
Dec 13, 2012 $0.05570 $16.87
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is as of month-end for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. For the Eaton Vance Fund's performance as of the most recent month-end, please refer to eatonvance.com. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns shown at NAV unless noted otherwise. Returns for other classes of shares offered by the Fund are different. It is not possible to invest in an index.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Portfolio

Asset Mix (%)5,9 as of Mar 31, 2015

U.S. Common Stocks 97.70
Cash & Other Assets 2.30
Total 100.00

Portfolio Statistics as of Mar 31, 2015

Average Market Cap $6.4B
Price/Earnings Ratio 22.10
Number of Holdings 52
Price/Book Ratio 3.31


GICS Sector Breakdown (%)5 as of Mar 31, 2015

Sector Fund Russell 2500 Index2
Consumer Discretionary 10.62 14.90
Consumer Staples 1.48 2.83
Energy 1.42 3.45
Financials 22.35 23.67
Health Care 14.98 13.39
Industrials 22.82 15.08
Information Technology 19.96 15.44
Materials 4.06 6.21
Telecom Services 0.00 0.67
Utilities 0.00 4.37
Cash 2.31 0.00


Market Cap Breakdown (%)5,10 as of Mar 31, 2015

$5-15 Billion 65.74
$1.5-5 Billion 34.26


Fund Holdings (%)5,11 as of Dec 31, 2014

Holding % of Net Assets
Markel Corp 4.61%
HCC Insurance Holdings Inc 3.78%
ANSYS Inc 3.48%
Sally Beauty Holdings Inc 3.25%
Morningstar Inc 3.13%
DENTSPLY International Inc 3.09%
SEI Investments Co 2.80%
Henry Schein Inc 2.70%
City National Corp/CA 2.58%
Carlisle Cos Inc 2.58%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Insights & Analysis

Quarterly Commentary

A Word On The Markets  as of Mar 31, 2015

Amid volatile markets, U.S. stocks delivered modest gains in the first quarter of 2015, while major overseas equity markets advanced more strongly.
In the U.S., the three-month period began with mixed economic signals. While the job market continued to improve and consumer confidence increased, domestic stocks swung sharply in January on worries about a possible interest-rate hike by the U.S. Federal Reserve (Fed), slowing growth overseas and some weakening of corporate earnings. In particular, many large U.S. companies felt the impact of the rising U.S. dollar on exports and overseas profits.

As market volatility eased in February, U.S. stocks climbed to new all-time highs. Volatility returned in the final month of the period on renewed anxiety over Fed policy, as well as geopolitical tensions and further signs of global economic weakness. At its March meeting, while the Fed opened the door to a potential rate hike later in the year, it simultaneously indicated caution amid evidence of moderating U.S. economic growth.

Overseas, despite the renewed Greek debt crisis, European stocks rallied during the three-month period, as investor sentiment was buoyed by the European Central Bank’s announcement of a new bond-buying stimulus program. In China, stocks rose on hopes for additional stimulus measures to boost the country’s sluggish economy.

For the quarter, the Dow Jones Industrial Average12 gained 0.33%, while the broader U.S. stock market, as represented by the S&P 500 Index,13 added 0.95%. Globally, the MSCI World Index14 returned 1.82%. The MSCI EAFE Index of developed-market international equities advanced 4.88%, while the MSCI Emerging Markets Index15 rose 2.24%.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) outperformed its benchmark, the Russell 2500 Index (the Index), for the quarter ended March 31, 2015, returning 6.00% for Class A shares at net asset value versus the Index’s 5.17% return.

  • Eight of the 10 economic sectors within the Index had positive gains for the quarter. Health care and information technology led the way, while utilities had the largest decline for the period. Low-quality stocks generally outperformed during the first two months of the quarter, with high-quality stocks generally taking the lead in the month of March.
  • The Fund’s outperformance versus the Index was driven by a combination of positive sector allocation and positive stock selection. The Fund’s lack of exposure to utilities and its overweight in health care had the largest positive impacts from an allocation perspective.
  • Stock selection also had a positive impact on the Fund’s relative performance. Stock selection gains were greatest in financials, information technology, consumer discretionary and consumer staples.

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.86 6.00 6.00 13.27 15.84 16.09 12.02
Fund w/Max Sales Charge -4.96 -0.08 -0.08 6.74 13.58 14.74 11.36
Russell 2500 Index2 1.33 5.17 5.17 10.07 17.13 15.47 9.61
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Mar 31, 2015

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Expense Ratio3 1.23%


Contributors 

Factors contributing to the Fund’s relative performance compared to the Index during the quarter:

  • Sector allocation had the largest positive impact on the Fund’s relative performance during the quarter, particularly the Fund’s avoidance of the utilities sector, which was the worst-performing sector in the Index. The Fund’s overweights in health care and information technology, its underweights in energy, materials and financials, and its lack of exposure to telecommunication services all had positive impacts on relative performance.
  • Stock selection also had a positive impact on the Fund’s performance relative to the Index, most notably in financials and information technology, but also in consumer discretionary and consumer staples. At the industry level, software, insurance and electrical equipment were the Fund’s strongest performance contributors relative to the Index.
  • The Fund’s top five individual performance contributors included one information technology firm (Fair Isaac Corporation), two consumer discretionary companies (Morningstar and Columbia Sportswear), a financials position (Markel Corporation) and one industrials holding (Acuity Brands).

Detractors 

Factors detracting from the Fund’s relative performance compared to the Index during the quarter:

  • Stock selection in the health care sector had the most negative impact on the Fund’s performance relative to the Index. Selection in industrials, materials and energy also dragged on the Fund’s relative performance.
  • While sector allocation overall had a positive impact on relative performance, the Fund’s overweight in industrials and its relatively small cash position created a drag. Looking at industries, the Fund’s underweights in biotechnology, pharmaceuticals, and semiconductors & semiconductor equipment had a dampening effect on relative performance.
  • The Fund’s five greatest individual performance detractors included one health care holding (DENTSPLY International ), two industrials firms (Kirby Corporation and Graco Inc.), a materials holding (Airgas, Inc.) and lack of exposure to a health care company held by the Index (Pharmacyclics, Inc.).

Investment Outlook And Fund Positioning 

The U.S. equity bull market celebrated its six-year anniversary in March 2015. With small- and mid-cap markets near all-time highs, we believe many stocks are fully valued, and that volatility is likely to increase going forward. Our investment process remains focused on identifying high-quality businesses with consistent and growing earnings, strong cash flows, and disciplined management teams. We expect these types of businesses to continue to perform well in rising markets, while potentially providing some downside protection in declining markets.

As of quarter-end, the portfolio contained 52 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the portfolio was overweight health care, information technology and industrials. The portfolio was underweight energy, materials, financials, consumer staples and consumer discretionary and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)4,5 as of Mar 31, 2015

Markel Corp 4.65
HCC Insurance Holdings Inc 3.85
ANSYS Inc 3.60
Sally Beauty Holdings Inc 3.50
Morningstar Inc 3.49
Fair Isaac Corp 3.00
SEI Investments Co 2.96
DENTSPLY International Inc 2.84
Equifax Inc 2.77
Acuity Brands Inc 2.57
Total 33.23


The views expressed in this report are those of portfolio manager(s) and are current only through the date stated at the top of this page. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. This commentary may contain statements that are not historical facts, referred to as "forward looking statements". The Fund's actual future results may differ significantly from those stated in any forward-looking statement, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of investment advisory, administrative and service contracts, and other risks discussed from time to time in the Fund's filings with the Securities and Exchange Commission.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Attribution

Sector Attribution as of Mar 31, 2015

Fund Russell 2500 Index2 Attribution
Sectors Average Weight Total Return Contrib. to Return Average Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 10.73 12.46 1.27 14.83 5.96 0.87 -0.03 0.64 0.62
Consumer Staples 1.72 8.83 0.16 2.80 4.59 0.12 0.00 0.09 0.09
Energy 1.50 -9.09 -0.16 3.46 0.03 0.00 0.10 -0.16 -0.06
Financials 22.86 8.01 1.86 23.92 3.24 0.80 0.01 1.10 1.11
Health Care 15.25 4.63 0.70 13.16 14.32 1.81 0.21 -1.42 -1.22
Industrials 23.38 2.45 0.58 14.94 4.38 0.65 -0.09 -0.40 -0.49
Information Technology 19.26 11.28 2.16 15.32 6.09 0.92 0.06 0.93 0.99
Materials 3.70 -5.59 -0.27 6.28 2.05 0.13 0.06 -0.31 -0.25
Telecom Services 0.00 0.00 0.00 0.70 -0.31 0.00 0.03 0.00 0.03
Utilities 0.00 0.00 0.00 4.60 -2.98 -0.13 0.37 0.00 0.37
Cash 1.60 0.00 0.00 0.00 0.00 0.00 -0.06 0.00 -0.06
Total 100.00 6.30 6.30 100.00 5.16 5.16 0.67 0.47 1.13
1 Year Attribution
Consumer Discretionary 12.90 17.37 1.67 14.21 15.11 2.12 -0.14 0.02 -0.12
Consumer Staples 1.75 25.86 0.45 2.79 14.88 0.40 -0.03 0.19 0.16
Energy 2.03 -30.05 -0.76 5.04 -33.96 -2.09 1.40 0.15 1.55
Financials 21.76 18.39 3.99 23.58 11.36 2.83 0.02 1.44 1.46
Health Care 14.26 16.37 2.39 11.88 33.93 3.87 0.66 -2.43 -1.77
Industrials 23.96 8.00 2.13 15.47 3.89 0.55 -0.55 1.18 0.63
Information Technology 17.01 28.57 4.84 15.18 10.78 1.52 0.17 2.68 2.86
Materials 3.49 -0.28 -0.06 6.53 2.53 0.13 0.21 -0.11 0.10
Telecom Services 0.00 0.00 0.00 0.83 10.60 0.11 -0.03 0.00 -0.03
Utilities 0.00 0.00 0.00 4.49 11.64 0.60 -0.09 0.00 -0.09
Cash 2.83 0.02 0.00 0.00 0.00 0.00 -0.16 0.00 -0.16
Total 100.00 14.66 14.66 100.00 10.07 10.07 1.48 3.12 4.59


Additional Notes 

Source: Factset.

Attribution analysis shows the contribution of indicated factor exposures to a portfolio's relative total return versus a designated benchmark. Results are based on each day's ending holdings, and linked to generate attribution over longer periods. Portfolio returns do not reflect applicable expenses and trading costs, or variations in transaction prices from end of day values.

Allocation Effect 

Measures portfolio's excess return due to over or under-weighting a sector.

Selection Effect 

Measures portfolio's excess return from selecting individual stocks within each sector.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Management

Biography
Charles B. Reed, CFA

Charles B. Reed, CFA

Vice President and Managing Director
Atlanta Capital Management
Joined Atlanta Capital 1998

Charles (Chip) Reed is a managing director—core equities and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in 1998, Chip was a portfolio manager with the Florida State Board of Administration responsible for managing their internal special situation equity fund.

Chip earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since inception
 
Biography
William O. Bell IV, CFA

William O. Bell IV, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 1999

Bill Bell is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in the fall of 1999, Bill was a portfolio manager with the Florida State Board of Administration. He was responsible for managing their internal special situation equity fund.

Bill earned a B.A. in finance from Florida State University and is a CFA charterholder.

Education
  • B.A. Florida State University
Experience
  • Managed Fund since 2004
 
Biography
W. Matthew Hereford, CFA

W. Matthew Hereford, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2002

Matt Hereford is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in December 2002, Matt was affiliated for five years with INVESCO, where he was responsible for managing their Concentrated Equity portfolio.

Matt earned a B.B.A. in international business from the University of Mississippi. He is a CFA charterholder and is a member of the Atlanta Society of Financial Analysts.

Education
  • B.B.A. University of Mississippi
Experience
  • Managed Fund since 2004
 

Fund Literature

Fund Literature

Annual Report

Attribution

Atlanta Capital Market Commentary

Commentary

Fact Sheet

Full Prospectus

Holdings-1st or 3rd fiscal quarters-www.sec.gov

Eaton Vance Atlanta Capital SMID-Cap Fund Closing to New Investors

SAI

Think Performance Think Eaton Vance

EXCLUSIVE CONTENT

Solid to the Core (ESEAX)

Semi-Annual Report

Summary Prospectus

XBRL


 

loading

We apologize for the inconvenience but we are experiencing a technical issue.

We are working on a solution. Please try again later.

If you require further assistance, please call:
1-800-836-2414.

    Your download will begin when this window is closed.

    You have successfully un-subscribed from .

    As a subscriber, you are one step away from getting more access and control. Register now by simply creating a password below.

    Passwords must be 8 to 20 alphanumeric characters, including a special character:
    ! @ # $ % ^ & * ( ) - _ = + , < . > ?.

    Cancel

    Trouble registering? Call 1-800-836-2414.

    Congratulations! You are registered.

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your account and complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Congratulations!

    We are pleased to grant you access to this Eaton Vance website.

    Please click here to be logged in with your username .

    A verification email has been sent.

    You have requested a change to your password. In order to process this request, a verification email has been sent to . When you receive this email, please click the link contained within the email to start the password reset process.

    Trouble signing in? Call 1-800-836-2414.

    This account is restricted.

    Your account has limited access. You currently have access to content for:

    Firm restriction.

    This document has not been approved at your firm. We can not complete your subscription request at this time. Please try again later.


    If you need further assistance, please call 1-800-836-2414.

    This account has been updated.

    Your account has been updated to use your new email address .

    We have sent a verification email to with a verification link to confirm the change.

    Trouble receiving the verification email? Call 1-800-836-2414.

    This email account has not been verified.

    Your account has not yet been activated. We have sent a verification email to . If you'd like us to resend this, please click the Resend Email button below.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Thank you.

    An e-mail verification has been re-sent to . Please check your e-mail and follow the instructions to complete the registration process.

    Trouble receiving the verification email? Call 1-800-836-2414.

    An email has been sent to the email address containing a link to verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Re-verification Required

    For security purposes we could not complete your request. Please click here to receive a new link to access the requested content.

    A new email has been sent to the email address containing a link to re-verify your credentials. Please check your e-mail and click on the secured link to complete your request.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Verification Accepted

    You have been granted access to the requested content.

    Remember Me

    Click here to remain recognized on this device for future visits to EatonVance.com

    Do Not Remember Me

    Click here if you are using a Public Computer or Shared Device.

    Trouble receiving the verification email? Call 1-800-836-2414.

    Cancel

    Subscribe to new content: Register

    Please check the Fund Literature that you would like to subscribe to. Your subscriptions can be managed on your profile page.

    Subscribe All

    Thank you for downloading

    If your download did not start automatically, please click here.

    Stay on top of your game.

    Receive email notifications when the  is updated by clicking the subscribe button.

    Close

    Thank you for subscribing

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your subscription.

    Un-subscription request

    We have sent a verification email to . Please check your e-mail and click on the secured link to verify your request.

    Stay on top of your game.

    Receive email notifications of updates to  by entering your email address to subscribe.

    Cancel

    Subscribe to new content: Register

    Enter your e-mail address to reset your password.

    Already have an account?
    Subscribe to new content: Register

    Trouble registering? Call 1-800-836-2414.

    Simply enter your e-mail address to register.

    Cancel

    Already have an account?

    If you are an individual investor and have a Mutual Fund account with Eaton Vance, sign into your account here.

    Register for more access and control.
    • Elevate your business practice with materials from the Advisor Institute.
    • Learn more with exclusive videos, conference calls, and the latest insights.
    • Follow products, get product notifications, and manage your Eaton Vance communications.
    Please wait while the data is being prepared for download.
    loading
    This message will automatically close when your file is ready.

    Investment Professionals

    Register Now

    Already have an account? .

     

    Symbol:  

    NAV as of