Overview

 

Quality stocks have outperformed both Large and Small Caps over the long-term.1,2

30 Years Ended December 31, 2013

  • Russell 1000 Index HQ
  • Russell 1000 Index
  • Russell 2000 Index

Not based on the return of any specific fund.

Average Annual Returns (%) as of Mar 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV 0.73 -0.66 -0.66 15.89 20.53
Fund w/Max Sales Charge -5.08 -6.38 -6.38 9.21 17.39
Russell 1000 Index2 0.64 2.05 2.05 22.41 14.73 21.72 21.88
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, 2014

Class A Inception 01/03/2012
Investment Objective Long-term capital growth
Total Net Assets $102.3M
Minimum Investment $1000
Expense Ratio (Gross)3 1.49%
Expense Ratio (Net)3,4 1.21%
CUSIP 277902466

Top 10 Holdings (%)5,6 as of Mar 31, 2014

Markel Corp
TJX Cos Inc/The
Wal-Mart Stores Inc
Covidien PLC
Berkshire Hathaway Inc
ANSYS Inc
Affiliated Managers Group Inc
Danaher Corp
Oracle Corp
White Mountains Insurance Group Ltd
Total 45.45


Portfolio Management

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

 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

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. A non-diversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. 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, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV 0.73 -0.66 -0.66 15.89 20.53
Fund w/Max Sales Charge -5.08 -6.38 -6.38 9.21 17.39
Russell 1000 Index2 0.64 2.05 2.05 22.41 14.73 21.72 21.88
Morningstar™ Large Growth Category7 -2.18 0.48 0.48 23.59 12.96 20.22
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

Expense Ratio (Gross)3 1.49%
Expense Ratio (Net)3,4 1.21%
Class A Inception 01/03/2012
Distribution Frequency Annually


NAV History

Date NAV NAV Change
Apr 16, 2014 $14.88 $0.10
Apr 15, 2014 $14.78 $0.06
Apr 14, 2014 $14.72 $0.08
Apr 11, 2014 $14.64 $-0.14
Apr 10, 2014 $14.78 $-0.28
Apr 09, 2014 $15.06 $0.14
Apr 08, 2014 $14.92 $0.07
Apr 07, 2014 $14.85 $-0.19
Apr 04, 2014 $15.04 $-0.17
Apr 03, 2014 $15.21 $-0.03

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 12, 2013 $0.00580 $0.04260 $14.71
Dec 13, 2012 $0.02100 $11.82
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.

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. A non-diversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. 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, 2014

U.S. Common Stocks 89.04
Foreign Common Stocks 4.80
Cash & Other Assets 6.16
Total 100.00

Portfolio Statistics as of Mar 31, 2014

Average Market Cap $63.9B
Price/Earnings Ratio 19.08
Number of Holdings 27
Price/Book Ratio 2.98


GICS Sector Breakdown (%)5 as of Mar 31, 2014

Sector Fund Russell 1000 Index2
Consumer Discretionary 15.67 12.89
Consumer Staples 10.43 8.80
Energy 0.00 9.58
Financials 24.61 17.14
Health Care 15.00 12.95
Industrials 11.13 11.25
Information Technology 10.10 18.22
Materials 6.91 3.75
Telecom Services 0.00 2.36
Utilities 0.00 3.06
Cash 6.15 0.00


Market Cap Breakdown (%)5,10 as of Mar 31, 2014

> $150 Billion 17.07
$50-150 Billion 12.69
$15-50 Billion 27.21
$5-15 Billion 39.28
$1.5-5 Billion 3.76


Fund Holdings (%)5,11 as of Feb 28, 2014

Holding % of Net Assets
EV Cash Reserves Fund 7.63%
Markel Corp 6.08%
TJX Cos Inc/The 5.92%
Wal-Mart Stores Inc 5.54%
Berkshire Hathaway Inc 4.40%
Covidien PLC 4.21%
Health Care Select Sector SPDR Fund 4.14%
ANSYS Inc 3.95%
Danaher Corp 3.63%
Affiliated Managers Group Inc 3.58%
View All

 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

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. A non-diversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. 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 Dec 31, 2013

Powered by a strengthening U.S. economic recovery, U.S. stocks surged ahead in the final quarter of 2013. Equity markets opened the period in retreat as the U.S. government shutdown began on October 1. However, stocks quickly bounced back after the 16-day shutdown ended and received a further boost from encouraging data on U.S. employment, housing and manufacturing. But the steadily improving economy also raised expectations that the U.S. Federal Reserve (the Fed) could start “tapering” its bond-buying stimulus program sooner rather than later.

The prospect of curtailed Fed stimulus weighed on stocks in early December. Yet, when the Fed finally made its long-anticipated move in mid-December, many equity investors shrugged off earlier fears and pushed the key U.S. indexes to record highs. Market participants were buoyed by the relatively modest bond-purchase reduction plans, along with the Fed’s accompanying assurance that it would keep short-term interest rates near zero for an extended period. Stocks also benefited from a bipartisan federal budget deal in December, as well as an upward revision in third-quarter U.S. GDP growth. Many international markets rose at a somewhat slower pace during the period, with emerging-market equities, as measured by the MSCI Emerging Markets Index,12 notably lagging.

Reflecting the breadth of the fourth-quarter rally, many major equity market indexes delivered strong gains. The Dow Jones Industrial Average13 advanced 10.22%, hitting multiple all-time closing highs during the quarter. The broader S&P 500 Index14 also reached new highs and finished the period with a 10.51% return. Large-cap U.S. stocks outperformed their small-cap counterparts during the quarter. Among large caps, growth stocks outpaced value stocks, while the reverse was true among small caps. Overseas, the MSCI EAFE Index15 rose 5.71%.

Performance Summary 

Eaton Vance Atlanta Capital Select Equity Fund (the Fund) underperformed its benchmark, the Russell 1000 Index (the Index),2 for the quarter ended December 31, 2013, returning 8.15% for Class A shares at net asset value versus the Index’s 10.23% return.

  • All 10 economic sectors within the Index posted gains for the quarter, led by industrials and information technology. Telecommunication services and utilities had the weakest returns among Index sectors. Additionally, larger-capitalization stocks generally outperformed their smaller-capitalization counterparts.
  • The Fund’s underperformance for the quarter was driven by stock selection. Stock selection was positive in two of the seven sectors in which the Fund was invested, with results in financials and health care aiding performance relative to the Index. The primary areas that detracted from the Fund's relative performance were industrials and information technology.
  • Overall, sector allocation had a negative impact on Fund performance versus the Index primarily due to the Fund’s cash position in a rising market environment.

Average Annual Returns (%) as of Dec 31, 2013

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV 2.00 8.15 29.30 29.30 23.75
Fund w/Max Sales Charge -3.84 1.94 21.87 21.87 20.13
Russell 1000 Index2 2.70 10.23 33.11 33.11 16.28 18.58 23.63
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 Dec 31, 2013

Class A Inception 01/03/2012
Expense Ratio (Gross)3 1.49%
Expense Ratio (Net)3,4 1.21%


Contributors 

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

  • Areas of relative strength during the quarter included the financials, utilities, energy and health care sectors. Within financials, positive stock selection stemmed from the capital markets industry. In health care, exposure to medical supply companies proved beneficial.
  • From a sector allocation standpoint, the Fund’s underweight in the interest-rate-sensitive utilities sector added value relative to the Index, as did its lack of exposure to the energy sector.
  • The Fund’s top five individual performance contributors included two financials holdings (Affiliated Managers Group and TD Ameritrade), two consumer discretionary names (Scripps Network Interactive and TJX Companies) and an industrials firm (Tyco International).

Detractors 

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

  • Overall, stock selection had a negative impact on performance versus the Index, with weakness most pronounced in the industrials and information technology sectors. Among industrials, the commercial services and industrial conglomerate groups detracted. Underperformance in information technology was largely isolated to the software industry.
  • From a sector allocation standpoint, the Fund’s cash allocation held back relative performance amid a strong market rally. The only economic sector that had a negative impact on relative performance was information technology due to the Fund’s underweight.
  • The Fund’s top five individual performance detractors included an information technology stock (ANSYS, Inc.), a consumer discretionary firm (LKQ Corp.), an industrials position (The ADT Corp.), a materials name (The Sherwin-Williams Company) and lack of exposure to a strong-performing information technology company (Google).

Investment Outlook And Fund Positioning 

We believe the global economic outlook appears murky given the weakened state of the international financial system. We believe the high debt levels of many developed economies may remain a drag on future growth, as governments implement austerity measures in an attempt to balance budgets and reduce liabilities. Despite these concerns, stocks posted strong gains in 2013, as accommodative monetary policy and signs of economic recovery helped boost investors’ confidence. Even following the rise in the market, we continue to seek what we believe to be opportunities amid recent volatility and believe the Fund’s holdings are positioned for the low-growth economic environment.

As of quarter-end, the portfolio contained 30 stocks representing seven of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight consumer discretionary, consumer staples, financials, health care, industrials and materials. The Fund was underweight information technology and had no exposure to energy, utilities or telecommunication services.

Top 10 Holdings (%)5,6 as of Dec 31, 2013

TJX Cos Inc 5.94
Markel Corp 5.91
Wal-Mart Stores Inc 5.68
Berkshire Hathaway Inc 4.47
Health Care Select Sector SPDR Fund 3.95
Covidien PLC 3.95
ANSYS Inc 3.93
Affiliated Managers Group Inc 3.72
LKQ Corp 3.65
Danaher Corp 3.45
Total 44.65


 

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.

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. A non-diversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. 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 Dec 31, 2013

Fund Russell 1000 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 14.18 9.30 1.31 13.30 10.61 1.39 0.00 -0.17 -0.17
Consumer Staples 9.97 6.12 0.63 9.16 8.69 0.81 -0.01 -0.26 -0.27
Energy 0.00 0.00 0.00 9.75 7.92 0.78 0.21 0.00 0.21
Financials 24.61 11.16 2.75 16.98 9.58 1.65 -0.02 0.33 0.31
Health Care 13.70 11.17 1.54 12.61 9.90 1.25 0.00 0.17 0.17
Industrials 13.72 8.40 1.14 11.24 13.34 1.48 0.04 -0.64 -0.59
Information Technology 9.18 8.18 0.73 17.86 12.64 2.22 -0.18 -0.41 -0.59
Materials 5.82 7.64 0.45 3.71 10.31 0.38 -0.01 -0.14 -0.15
Telecom Services 0.00 0.00 0.00 2.29 6.81 0.16 0.07 0.00 0.07
Utilities 0.00 0.00 0.00 3.10 2.88 0.10 0.22 0.00 0.22
Cash 8.82 0.01 0.00 0.00 0.00 0.00 -0.88 0.00 -0.88
Total 100.00 8.55 8.55 100.00 10.23 10.23 -0.57 -1.11 -1.68
1 Year Attribution
Consumer Discretionary 13.68 53.65 6.81 12.85 44.38 5.44 0.08 1.02 1.09
Consumer Staples 10.15 16.80 1.97 9.60 26.96 2.77 0.03 -1.05 -1.02
Energy 0.00 0.00 0.00 9.97 25.67 2.68 0.61 0.00 0.61
Financials 24.48 39.79 9.56 16.98 33.03 5.65 0.09 1.28 1.37
Health Care 13.60 34.41 4.68 12.41 42.12 5.07 0.13 -0.93 -0.79
Industrials 14.44 29.22 4.27 10.98 42.05 4.40 0.23 -1.43 -1.19
Information Technology 10.14 23.82 2.53 17.62 29.92 5.14 0.10 -0.32 -0.21
Materials 4.63 24.93 1.20 3.74 24.37 0.92 0.03 -0.01 0.02
Telecom Services 0.00 0.00 0.00 2.55 14.52 0.46 0.40 0.00 0.40
Utilities 0.00 0.00 0.00 3.31 14.66 0.60 0.51 0.00 0.51
Cash 8.87 0.05 0.00 0.00 0.00 0.00 -2.85 0.00 -2.85
Total 100.00 31.04 31.04 100.00 33.11 33.11 -0.64 -1.43 -2.07


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.

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. A non-diversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. 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
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 inception
Other funds managed
 
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 inception
Other funds managed
 
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
Other funds managed
 

Fund Literature

Fund Literature

Annual Report

Attribution

Income, Volatility and Taxes Guide

Commentary

Atlanta Capital Market Commentary

Fact Sheet

Volatility: Managing risk with a range of strategies

Estimated Capital Gains

Full Prospectus

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

SAI

Think Performance Think Eaton Vance

EXCLUSIVE CONTENT

Solid to the Core (ESEAX).pdf

Semiannual Report

Summary Prospectus

XBRL


 

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