Overview

Growth of $10,000

10-year period ended 03/31/2016

  • Class A at NAV

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
04/30/2016
Fund at NAV 1.04 10.00 4.40 9.03 13.13 12.19 11.35
Russell 2500 Index2 1.47 10.70 1.87 -4.27 8.57 8.27 6.58
03/31/2016
Fund at NAV 6.95 3.32 3.32 6.94 12.72 12.43 11.12
Russell 2500 Index2 8.33 0.39 0.39 -7.31 8.15 8.57 6.46
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 or equal to one year is cumulative.

Fund Factsas of Apr 30, 2016

Class I Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $7.1B
Minimum Investment $250000
Expense Ratio3 0.97%
CUSIP 277902698

Top 10 Holdings (%)4,5as of Apr 30, 2016

Markel Corp
ANSYS Inc
DENTSPLY SIRONA Inc
SEI Investments Co
Sally Beauty Holdings Inc
Equifax Inc
Fair Isaac Corp
Teleflex Inc
Affiliated Managers Group Inc
Acuity Brands Inc
Total 33.71

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 performance is 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

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
04/30/2016
Fund at NAV 1.04 10.00 4.40 9.03 13.13 12.19 11.35
Russell 2500 Index2 1.47 10.70 1.87 -4.27 8.57 8.27 6.58
Morningstar™ Mid-Cap Growth Category6 0.58 7.82 -1.27 -6.38 8.40 7.03 6.03
03/31/2016
Fund at NAV 6.95 3.32 3.32 6.94 12.72 12.43 11.12
Russell 2500 Index2 8.33 0.39 0.39 -7.31 8.15 8.57 6.46
Morningstar™ Mid-Cap Growth Category6 7.28 -1.84 -1.84 -7.76 8.36 7.57 6.04
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 or equal to one year is cumulative.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 14.79 12.00 -25.99 35.26 25.80 5.62 14.26 36.06 5.17 9.75
Russell 2500 Index2 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07 -2.90

Fund Facts

Expense Ratio3 0.97%
Class I Inception 04/30/2002
Distribution Frequency Annually

Risk Measures (3 Year)7as of Apr 30, 2016

Alpha (%) 5.70
Beta 0.82
R-Squared (%) 88.36
Standard Deviation (%) 12.01
Sharpe Ratio 1.09

Morningstar™ Ratingsas of Apr 30, 2016

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall ***** 641
3 Years ***** 641
5 Years ***** 573
10 Years ***** 426
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.

© 2015 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 27, 2016 $27.85 $0.21
May 26, 2016 $27.64 -$0.01
May 25, 2016 $27.65 $0.03
May 24, 2016 $27.62 $0.45
May 23, 2016 $27.17 -$0.08
May 20, 2016 $27.25 $0.30
May 19, 2016 $26.95 -$0.10
May 18, 2016 $27.05 $0.09
May 17, 2016 $26.96 -$0.28
May 16, 2016 $27.24 $0.24
View All

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 10, 2015 $1.73540 $25.92
Dec 11, 2014 $0.76110 $25.04
Dec 12, 2013 $0.14780 $23.73
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 performance is 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 (%)5,9as of Apr 30, 2016

U.S. Common Stocks 94.58
Cash 5.42
Total 100.00

Portfolio Statisticsas of Apr 30, 2016

Average Market Cap $6.8B
Price/Earnings Ratio 22.33
Number of Holdings 48
Price/Book Ratio 3.53

GICS Sector Breakdown (%)5as of Apr 30, 2016

Sector Fund Russell 2500 Index2
Consumer Discretionary 7.99 14.06
Consumer Staples 1.36 3.24
Energy 0.95 3.54
Financials 20.15 25.38
Health Care 17.10 11.36
Industrials 22.74 15.21
Information Technology 21.04 14.66
Materials 3.26 6.63
Telecom Services 0.00 0.75
Utilities 0.00 5.18
Cash 5.42 0.00

Market Cap Breakdown (%)5,10as of Apr 30, 2016

> $150 Billion 0.00
$50-150 Billion 0.00
$15-50 Billion 0.00
$5-15 Billion 62.38
$1.5-5 Billion 35.96
< $1.5Billion 1.67

Fund Holdings (%)5,11as of Mar 31, 2016

Holding % of Net Assets
EV Cash Reserves Fund 6.17%
Markel Corp 4.43%
ANSYS Inc 3.70%
Sally Beauty Holdings Inc 3.54%
DENTSPLY SIRONA Inc 3.47%
SEI Investments Co 3.38%
Teleflex Inc 3.05%
Fair Isaac Corp 3.03%
Equifax Inc 2.96%
Affiliated Managers Group Inc 2.80%
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 performance is 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

Commentary

A Word On The Markets as of Mar 31, 2016

Global equities finished a turbulent first quarter of 2016 with mixed returns after bouncing back from sharp losses early in the period.

In the U.S., stocks slid in January 2016, as worries about falling oil prices, declining interest rates and weakening global growth raised fears of a possible recession. Investor concern focused particularly on China's slowing economy and its potential impact on economies worldwide. The adoption of negative interest rates in Japan added to the specter of an impending global recession.

In mid-February, however, U.S. stocks began a strong rebound that overcame the earlier setbacks. Coinciding with the move was a turnaround in crude oil prices, which rose during the second half of the three-month period. The equity market rally got a further boost in March from the U.S. Federal Reserve (Fed), when it held interest rates steady and pared back plans for future rate hikes.

The U.S. labor market remained a bright spot throughout the period. Strong job creation data for February helped power the stock market rally into March. After stalling in late March, the rally resumed near quarter-end following Fed President Janet Yellen's comments reiterating her support for slower interest-rate hikes.

For the full three-month period, the Dow Jones Industrial Average.12 delivered a total return of 2.20%, while the broader S&P 500 Index13, rose 1.35%. The technology-laden NASDAQ Composite Index14 fell -2.75%.

Overseas equity markets followed a similarly turbulent pattern during the quarter amid concerns about sluggish growth and China's economic weakness. The MSCI World Index15, a proxy for global equities, lost -0.35%, while the MSCI EAFE Index16 of developed-market international stocks declined -3.01%. Emerging markets were notable outperformers for the period, with the MSCI Emerging Markets Index17 advancing 5.71%.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) outperformed its benchmark, the Russell 2500 Index (the Index)2, for the quarter ended March 31, 2016, returning 3.32% for Class I shares at net asset value versus the Index's 0.39% return.

  • U.S. SMID-cap equity markets gave us quite a ride during the first quarter of 2016. The year started off in negative territory, with the Index down over 14% through February 11. From there, SMID-cap markets rallied over 15% through quarter-end. The net result of all this volatility was a relatively benign quarter return of 0.4%.
  • The Fund outperformed the Index during the quarter, driven entirely by stock selection. Sector allocation had a net negative impact during the quarter.
  • Seven of the 10 economic sectors within the Index saw positive returns during the quarter, led by utilities, telecommunication services, materials, consumer staples and industrials. After many quarters of strong performance, health care saw the sharpest decline, followed by the continued weakness within energy.

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 6.95 3.32 3.32 6.94 12.72 12.43 11.12
Russell 2500 Index2 8.33 0.39 0.39 -7.31 8.15 8.57 6.46
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 or equal to one year is cumulative.

Fund Factsas of Mar 31, 2016

Class I Inception 04/30/2002
Expense Ratio3 0.97%

Contributors 

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

  • Selection was positive in six of the eight sectors owned by the fund, with the strongest contributions coming from health care, industrials and information technology. At the industry level, selection results in health care equipment & supplies and heath care providers & services were among the Fund's strongest performance contributors relative to the Index.
  • From an allocation standpoint, the fund's overweight in industrials proved beneficial. Additionally, lack of exposure to the biotechnology and pharmaceuticals industries aided relative performance in health care.
  • The Fund's top five individual performance contributors included a consumer discretionary name (Sally Beauty), a health care company (Teleflex), an information technology position (Fair Isaac) and two industrials firms (J.B. Hunt Transport Services and Carlisle Companies).

Detractors 

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

  • Sector allocation detracted from relative performance during the quarter, particularly the Fund's weightings versus the Index in health care and utilities. Selection was negative in just two sectors, financials and (to a much lesser degree) energy. At the industry level, selection in diversified financial services created a drag on relative performance.
  • The Fund's overweight in the struggling health care sector was the largest detractor from an allocation perspective. Also detracting from relative performance was the Fund's underweight in utilities, as investors' preference for defensive, yield-oriented investments was evident during the volatile quarter.
  • The Fund's five greatest individual performance detractors included an information technology firm (Manhattan Associates), an industrials company (Acuity Brands) and three financials names (SEI Investments, Jones Lang LaSalle and Cullen/Frost Bankers).

Investment Outlook And Fund Positioning 

As we enter the spring of 2016, not much has changed with the market. Investors are still struggling to make sense of anemic global growth, historically accommodative interest rates and fully valued stocks. We continue to believe that the best strategy is to focus on quality equities, as they may perform well in rising markets, while potentially providing downside protection in more volatile markets.

As of quarter-end, the Fund contained 48 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight industrials, information technology and health care. The Fund was underweight consumer discretionary, financials, energy, consumer staples and materials and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)4,5as of Mar 31, 2016

Markel Corp 4.43
ANSYS Inc 3.70
Sally Beauty Holdings Inc 3.54
DENTSPLY SIRONA Inc 3.47
SEI Investments Co 3.38
Teleflex Inc 3.05
Fair Isaac Corp 3.03
Equifax Inc 2.96
Affiliated Managers Group Inc 2.80
Carlisle Cos Inc 2.66
Total 33.02

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 performance is 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 Attributionas of Mar 31, 2016

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 8.21 6.65 0.71 14.63 3.03 0.57 -0.20 0.37 0.17
Consumer Staples 1.44 9.05 0.15 3.23 4.96 0.18 -0.10 0.05 -0.05
Energy 0.91 -4.69 -0.08 2.76 -3.40 -0.12 0.05 -0.03 0.01
Financials 19.55 -3.59 -1.03 25.80 0.14 -0.07 0.04 -0.86 -0.82
Health Care 17.07 5.60 1.04 11.73 -13.63 -2.09 -0.80 3.65 2.85
Industrials 22.16 8.65 2.07 14.66 4.69 0.83 0.35 0.86 1.21
Information Technology 21.13 1.87 0.39 15.12 -1.07 -0.17 -0.09 0.63 0.54
Materials 4.76 8.25 0.32 5.94 6.90 0.46 -0.15 0.17 0.02
Telecom Services 0.00 0.00 0.00 0.71 8.61 0.07 -0.08 0.00 -0.08
Utilities 0.00 0.00 0.00 5.42 13.49 0.74 -0.68 0.00 -0.68
Cash 4.78 0.07 0.00 0.00 0.00 0.00 0.01 0.00 0.01
Total 100.00 3.58 3.58 100.00 0.40 0.40 -1.66 4.84 3.18
1 Year Attribution
Consumer Discretionary 7.03 -9.09 -0.38 14.59 -8.50 -1.15 0.11 0.09 0.20
Consumer Staples 1.43 9.77 0.15 3.01 -2.72 -0.04 -0.12 0.14 0.02
Energy 1.16 -26.40 -0.36 3.37 -42.04 -1.81 1.09 0.20 1.29
Financials 23.27 2.23 0.94 25.09 -1.18 -0.41 -0.08 1.41 1.34
Health Care 16.43 11.30 1.89 12.66 -17.39 -2.74 -0.74 5.28 4.54
Industrials 22.26 8.80 2.20 14.71 -7.59 -0.92 -0.04 3.80 3.76
Information Technology 20.04 12.02 2.39 15.18 -4.95 -0.67 0.12 3.31 3.42
Materials 4.69 25.66 1.09 6.06 -8.61 -0.44 -0.09 1.70 1.61
Telecom Services 0.00 0.00 0.00 0.65 -2.03 0.01 -0.09 0.00 -0.09
Utilities 0.00 0.00 0.00 4.65 15.62 0.85 -1.14 0.00 -1.14
Cash 3.70 0.11 0.01 0.00 0.00 0.00 0.32 0.00 0.32
Total 100.00 7.93 7.93 100.00 -7.30 -7.30 -0.70 15.93 15.24

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 performance is 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.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. 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
 

Literature

Literature

Fact Sheet

Atlanta Capital Market Commentary

Commentary

Attribution

Annual Report

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

Semi-Annual Report

Summary Prospectus


 

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.

You have already upgraded your account. Please login using the link at the top of the page.

    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.

    You have selected to receive email notifications for:

    Cancel

    Subscribe to new content: Register

    Stay on top of your game.

    You are currently "Opted Out" of all Eaton Vance email communications. If you would like to be alerted of updates to your new subscription, please Opt In:

    Close

    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?

    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.
    Please enter a new email.

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

    Investment Professionals

    Register Now

    Already have an account? .

     

    Symbol:  

    NAV as of