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 Jun 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
08/31/2014
Fund at NAV 4.58 4.17 3.48 15.76 18.85
Fund w/Max Sales Charge -1.44 -1.81 -2.48 9.13 16.23
Russell 1000 Index2 4.13 4.78 9.90 25.36 20.78 17.23 21.47
06/30/2014
Fund at NAV 1.79 1.79 1.12 16.62 19.14
Fund w/Max Sales Charge -4.05 -4.05 -4.71 9.90 16.34
Russell 1000 Index2 2.27 5.12 7.27 25.35 16.61 19.24 21.91
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 Aug 31, 2014

Class A Inception 01/03/2012
Investment Objective Long-term capital growth
Total Net Assets $106.5M
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 Jun 30, 2014

Markel Corp
TJX Cos Inc/The
Wal-Mart Stores Inc
Covidien PLC
Berkshire Hathaway Inc
ANSYS Inc
Health Care Select Sector SPDR Fund
Affiliated Managers Group Inc
Danaher Corp
US Bancorp/MN
Total 47.66


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 Jun 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
08/31/2014
Fund at NAV 4.58 4.17 3.48 15.76 18.85
Fund w/Max Sales Charge -1.44 -1.81 -2.48 9.13 16.23
Russell 1000 Index2 4.13 4.78 9.90 25.36 20.78 17.23 21.47
Morningstar™ Large Growth Category7 4.21 5.14 7.41 24.43 18.56 16.10
06/30/2014
Fund at NAV 1.79 1.79 1.12 16.62 19.14
Fund w/Max Sales Charge -4.05 -4.05 -4.71 9.90 16.34
Russell 1000 Index2 2.27 5.12 7.27 25.35 16.61 19.24 21.91
Morningstar™ Large Growth Category7 2.46 4.18 4.68 26.22 14.42 17.64
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
Sep 11, 2014 $15.69 $0.00
Sep 10, 2014 $15.69 $0.02
Sep 09, 2014 $15.67 $-0.11
Sep 08, 2014 $15.78 $-0.04
Sep 05, 2014 $15.82 $0.05
Sep 04, 2014 $15.77 $-0.01
Sep 03, 2014 $15.78 $-0.01
Sep 02, 2014 $15.79 $0.04
Aug 29, 2014 $15.75 $0.05

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 Jun 30, 2014

U.S. Common Stocks 92.78
Foreign Common Stocks 4.90
Cash & Other Assets 2.32
Total 100.00

Portfolio Statistics as of Jun 30, 2014

Average Market Cap $62.8B
Price/Earnings Ratio 19.40
Number of Holdings 28
Price/Book Ratio 3.03


GICS Sector Breakdown (%)5 as of Jun 30, 2014

Sector Fund Russell 1000 Index2
Consumer Discretionary 15.51 12.39
Consumer Staples 10.39 8.69
Energy 0.00 10.12
Financials 25.80 16.79
Health Care 16.09 12.99
Industrials 11.78 11.37
Information Technology 10.10 18.36
Materials 8.02 3.82
Telecom Services 0.00 2.30
Utilities 0.00 3.18
Cash 2.31 0.00


Market Cap Breakdown (%)5,10 as of Jun 30, 2014

> $150 Billion 16.16
$50-150 Billion 12.96
$15-50 Billion 25.27
$5-15 Billion 41.86
$1.5-5 Billion 3.75


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

Holding % of Net Assets
EV Cash Reserves Fund 8.34%
Markel Corp 6.09%
TJX Cos Inc/The 5.81%
Wal-Mart Stores Inc 5.48%
Berkshire Hathaway Inc 4.56%
ANSYS Inc 4.48%
Health Care Select Sector SPDR Fund 4.29%
Affiliated Managers Group Inc 3.99%
Danaher Corp 3.78%
US Bancorp/MN 3.75%
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 Jun 30, 2014

Major world equity markets moved higher in the second quarter of 2014, supported by continued low interest rates and some signs of global economic improvement. In the U.S., a gradually strengthening economy along with the Federal Reserve’s (the Fed) renewed commitment to low interest rates helped drive key equity indexes to multiple record highs during the quarter. For the most part, investors shrugged off the first-quarter economic contraction, which was largely blamed on harsh winter weather, and drew confidence from several economic reports, including further labor and housing market gains, rising industrial production and stronger auto sales.

U.S. stock market volatility during the quarter was quite low by historical standards and downturns short-lived, as many investors perceived buying opportunities. In June, the outbreak of hostilities in Iraq sent stocks lower, but investors returned to equities a few days later after the Fed reiterated its pledge to maintain low interest rates and downplayed inflation fears. The major indexes quickly rebounded, with some reaching new highs, before falling back in the final week of the period.

Globally, Europe’s sluggish economic recovery faced a new challenge from rising oil prices amid the turmoil in the Middle East. In China, a positive manufacturing report offered some encouragement following recent government initiatives to bolster the country’s slowing economic growth.

In this slow but steady environment, most major market indexes delivered respectable returns for the three-month period. The Dow Jones Industrial Average12 returned 2.83%, while the broader S&P 500 Index13 rose 5.23%. In general, large-cap U.S. stocks outperformed their small-cap counterparts for the quarter. Overseas, the MSCI EAFE Index14 of developed-market equities advanced 4.09%.

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 June 30, 2014, returning 1.79% for Class A shares at net asset value versus the Index’s 5.12% return.

  • All 10 economic sectors within the Index posted gains for the quarter. Relative to the Index, energy and utilities posted the strongest gains, while financials and consumer discretionary had the weakest gains. Similar to the first quarter, low-quality stocks outperformed higher-quality stocks based on S&P quality rankings, as the U.S. Federal Reserve continued its zero-interest-rate policy.
  • The Fund’s underperformance versus the Index for the quarter was driven by a mix of stock selection and sector allocation. Stock selection results were positive in health care, materials and financials and weakest in consumer discretionary, information technology, consumer staples and industrials.
  • Overall, sector allocation had a negative impact on Fund performance relative to the Index, primarily due to the Fund’s lack of exposure to the energy sector and its overweight in the financials sector. The Fund’s overweight in consumer staples and its underweights in health care and telecommunication services made positive impacts on relative performance.

Average Annual Returns (%) as of Jun 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV 1.79 1.79 1.12 16.62 19.14
Fund w/Max Sales Charge -4.05 -4.05 -4.71 9.90 16.34
Russell 1000 Index2 2.27 5.12 7.27 25.35 16.61 19.24 21.91
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 Jun 30, 2014

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:

  • Stock selection in the health care sector was an area of strength during the quarter for the Fund. Specifically, stock selection in the health care equipment & supplies industry and a lack of exposure to the underperforming pharmaceuticals industry benefited performance relative to the Index.
  • From a sector allocation standpoint, the Fund’s underweights in health care and telecommunication services and its overweight in consumer staples made positive impacts on relative performance.
  • The Fund’s top five individual performance contributors included a health care holding (Covidien PLC), a financials name (Markel Corporation) and a materials company (Ball Corporation), along with avoidance of a financial company (Bank of America) and a health care name (Pfizer Inc.).

Detractors 

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

  • Overall, stock selection had a negative impact on the Fund’s performance relative to the Index. Within the consumer discretionary sector, stock selection in the specialty retail industry hampered relative performance. In the information technology sector, the Fund’s exposure to the software and communications equipment industries was a source of relative weakness. Within consumer staples, exposure to food & staples retailing detracted the most. Exposure to the machinery industry within industrials was an additional detractor.
  • From a sector allocation standpoint, the Fund’s lack of exposure to the energy sector dampened relative performance, as did its overweight in the financials sector.
  • The Fund’s top five individual performance detractors included two consumer discretionary positions (TJX Companies and Ross Stores, Inc.), a consumer staples name (Wal-Mart Stores, Inc.), a financials holding (TD Ameritrade Holding Corporation) and lack of exposure to an information technology stock (Apple Inc.).

Investment Outlook And Fund Positioning 

For the first time in more than 20 years, U.S. stocks, bonds, gold and oil prices were up for the first six months of the year as of June 30, 2014. Mid- and large-cap markets joined in delivering positive returns for the eighth quarter in a row. U.S. equity markets have posted double-digit gains over the last one-, three- and five-year periods. We believe that risk is likely to increase, as stocks have become more fully valued, forward return expectations are likely reduced and price volatility is likely to increase. Our investment process remains focused on seeking quality companies capable of sustaining consistent earnings growth while maintaining a strong financial condition. We expect that increased market volatility may provide us with opportunities to buy such businesses at potentially lower share prices in the period ahead.

As of quarter-end, the Fund contained 28 stocks representing seven of the 10 economic sectors in the Index. Relative to the Index, the Fund was overweight financials, materials, consumer discretionary, consumer staples and industrials. The Fund was underweight health care and information technology and had no exposure to energy, utilities or telecommunication services.

Top 10 Holdings (%)5,6 as of Jun 30, 2014

Markel Corp 6.21
TJX Cos Inc/The 5.70
Wal-Mart Stores Inc 5.49
Covidien PLC 5.37
Berkshire Hathaway Inc 4.53
ANSYS Inc 4.34
Health Care Select Sector SPDR Fund 4.21
Affiliated Managers Group Inc 4.05
Danaher Corp 3.96
US Bancorp/MN 3.80
Total 47.66


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 Jun 30, 2014

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 15.67 -4.21 -0.68 12.69 3.33 0.41 -0.07 -1.17 -1.24
Consumer Staples 10.50 1.18 0.15 8.91 4.87 0.45 0.02 -0.39 -0.37
Energy 0.00 0.00 0.00 10.03 12.28 1.20 -0.67 0.00 -0.67
Financials 24.84 2.54 0.65 16.89 2.48 0.41 -0.23 0.06 -0.17
Health Care 14.91 8.52 1.27 12.86 4.62 0.58 0.00 0.58 0.58
Industrials 11.39 2.31 0.23 11.36 3.81 0.44 -0.03 -0.18 -0.21
Information Technology 10.08 -0.61 -0.06 17.98 6.00 1.08 -0.06 -0.67 -0.73
Materials 7.43 7.75 0.56 3.78 5.52 0.21 -0.01 0.16 0.15
Telecom Services 0.00 0.00 0.00 2.38 4.11 0.10 0.02 0.00 0.02
Utilities 0.00 0.00 0.00 3.11 7.74 0.24 -0.08 0.00 -0.08
Cash 5.19 0.01 0.00 0.00 0.00 0.00 -0.29 0.00 -0.29
Total 100.00 2.12 2.12 100.00 5.12 5.12 -1.39 -1.61 -2.99
1 Year Attribution
Consumer Discretionary 14.69 13.49 1.93 13.05 21.72 2.95 -0.22 -1.13 -1.34
Consumer Staples 10.11 9.47 1.04 9.06 15.92 1.50 -0.08 -0.66 -0.75
Energy 0.00 0.00 0.00 9.80 30.75 2.93 -0.49 0.00 -0.49
Financials 24.62 20.74 4.98 17.12 18.55 3.27 -0.48 0.38 -0.11
Health Care 14.10 34.11 4.52 12.77 30.75 3.83 0.04 0.38 0.42
Industrials 13.21 14.01 2.02 11.21 29.26 3.24 0.09 -1.80 -1.71
Information Technology 9.53 20.84 1.98 17.94 32.68 5.65 -0.52 -0.97 -1.49
Materials 6.18 26.59 1.57 3.72 32.04 1.16 0.02 -0.19 -0.17
Telecom Services 0.00 0.00 0.00 2.24 7.68 0.19 0.31 0.00 0.31
Utilities 0.00 0.00 0.00 3.08 21.11 0.63 0.10 0.00 0.10
Cash 7.56 0.04 0.00 0.00 0.00 0.00 -2.02 0.00 -2.02
Total 100.00 18.06 18.06 100.00 25.35 25.35 -3.31 -3.99 -7.30


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

Full Prospectus

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

SAI

Think Performance Think Eaton Vance

EXCLUSIVE CONTENT

Solid to the Core (ESEAX)

Semiannual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of