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 21, 2014 $14.95 $0.03
Apr 17, 2014 $14.92 $0.04
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

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 Mar 31, 2014

Following strong gains in 2013, many global equity markets turned choppy in the first quarter of 2014, as conflicting economic reports and several other headwinds helped keep stocks moving up and down. After a fairly quiet start to the quarter, many key stock indexes pulled back sharply in the latter half of January on turmoil in emerging markets and weaker-than-expected economic news. Some of the blame for the apparent soft patch in the economy went to the unusually harsh winter. But stocks bounced back in February and early March on more positive economic data, particularly for retail sales and manufacturing. As March progressed, however, stocks became more volatile amid the deepening crisis in Ukraine.

In mid-March, as expected, the U.S. Federal Reserve (Fed) continued to “taper” its monthly bond-buying stimulus program. Yet, new Fed chair Janet Yellen helped to unnerve markets with her comments regarding the Fed’s timetable for raising short-term interest rates, which some investors interpreted as signaling higher rates sooner than previously thought. A few weeks later, on the final day of the quarter, Ms. Yellen helped give stocks a boost with a speech reaffirming the Fed’s commitment to supporting the economy. Globally, along with the Ukraine situation and broader emerging-market concerns, mounting evidence of an economic slowdown in China posed a challenge for stocks during the quarter.

Major stock market indexes ended the period with mixed performance. In the U.S., the Dow Jones Industrial Average12 lost 0.15% for the quarter, while the S&P 500 Index13 posted a 1.81% gain. In general, large-cap U.S. equities outperformed their small-cap counterparts. Among both large and small caps, value stocks generally outpaced growth stocks. Overseas, the MSCI EAFE Index14 returned 0.66%.

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 March 31, 2014, returning -0.66% for Class A shares at net asset value versus the Index’s 2.05% return.

  • Eight of the 10 economic sectors within the Index posted gains for the quarter, led by, utilities, health care, materials and financials. Consumer discretionary and telecommunication services had the weakest returns among Index sectors, both posting losses. In general, 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 primarily driven by stock selection. Stock selection results were positive in one of the eight sectors in which the Fund was invested – materials – and weakest in the consumer discretionary and industrials sectors.
  • Overall, sector allocation had a negative impact on Fund performance relative to the Index, primarily due to the Fund’s underweight in the strong-performing utilities sector and its overweight in the weaker-performing consumer discretionary sector. The Fund’s overweights in financials and health care and its underweight in energy made positive impacts on relative 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
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
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 materials sector was an area of strength in what proved to be an otherwise difficult period for the Fund. The Fund’s exposure to names in both the containers & packaging and chemicals industries benefited performance relative to the Index.
  • From a sector allocation standpoint, the Fund’s overweights in financials and health care and its underweight in energy made positive impacts on relative performance.
  • The Fund’s top five individual performance contributors included two health care holdings (Covidien PLC and Health Care Select SPDR Fund), a financials name (TD Ameritrade Holding Corporation), a consumer discretionary firm (O’Reilly Automotive) and avoidance of an information technology company (Apple).

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 distributors industry hampered relative performance, as did the Fund’s allocation to the underperforming specialty retail space. In the industrials sector, the Fund’s exposure to the commercial services & supplies industry was a source of relative weakness.
  • From a sector allocation standpoint, the Fund’s underweight in the interest-rate-sensitive utilities sector dampened relative performance, as did its overweight in the consumer discretionary sector, which underperformed the overall Index.
  • The Fund’s top five individual performance detractors included two consumer discretionary positions (LKQ Corp. and TJX Companies), an information technology stock (ANSYS, Inc.), an industrials name (The ADT Corp.) and a financials holding (Affiliated Managers Group).

Investment Outlook And Fund Positioning 

Equity markets have generally posted strong gains in the more than five years since the bear market low of March 2009. We believe we have entered a period in which stocks have become more fully valued, forward return expectations should be reduced and price volatility is likely to increase. Relatively speaking, we believe large-cap stocks are trading at more attractive valuations than mid- and small-cap stocks. 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 portfolio contained 28 stocks representing seven of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight financials, materials, consumer discretionary, consumer staples and health care. The Fund was underweight information technology and had no exposure to energy, utilities or telecommunication services.

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

Markel Corp 5.97
TJX Cos Inc/The 5.90
Wal-Mart Stores Inc 5.63
Covidien PLC 4.46
Berkshire Hathaway Inc 4.44
ANSYS Inc 4.18
Affiliated Managers Group Inc 3.93
Danaher Corp 3.72
Oracle Corp 3.69
White Mountains Insurance Group Ltd 3.53
Total 45.45


 

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 Mar 31, 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 15.42 -6.50 -0.99 13.17 -2.03 -0.27 -0.11 -0.71 -0.82
Consumer Staples 10.16 -2.02 -0.21 8.77 0.58 0.04 -0.01 -0.27 -0.28
Energy 0.00 0.00 0.00 9.45 1.48 0.13 0.06 0.00 0.06
Financials 24.86 2.95 0.64 17.05 2.98 0.49 0.06 -0.04 0.02
Health Care 14.36 3.89 0.59 13.09 5.86 0.77 0.07 -0.26 -0.20
Industrials 12.19 -5.21 -0.78 11.32 0.47 0.04 -0.03 -0.76 -0.79
Information Technology 9.53 -0.77 -0.03 18.31 2.31 0.43 -0.02 -0.26 -0.29
Materials 6.64 5.50 0.36 3.73 3.22 0.12 0.04 0.12 0.16
Telecom Services 0.00 0.00 0.00 2.14 -0.05 0.01 0.04 0.00 0.04
Utilities 0.00 0.00 0.00 2.97 9.69 0.28 -0.21 0.00 -0.21
Cash 6.84 0.01 0.00 0.00 0.00 0.00 -0.17 0.00 -0.17
Total 100.00 -0.43 -0.43 100.00 2.05 2.05 -0.29 -2.18 -2.47
1 Year Attribution
Consumer Discretionary 14.16 31.22 4.23 13.04 26.04 3.44 -0.07 0.66 0.58
Consumer Staples 9.99 3.94 0.46 9.34 11.35 1.13 -0.03 -0.82 -0.84
Energy 0.00 0.00 0.00 9.81 15.52 1.54 0.61 0.00 0.61
Financials 24.54 26.09 6.16 17.17 22.32 3.86 0.04 0.66 0.69
Health Care 13.76 22.39 3.02 12.68 29.89 3.67 0.09 -0.95 -0.86
Industrials 13.94 7.31 1.12 11.07 27.44 2.94 0.14 -2.53 -2.39
Information Technology 9.33 12.66 1.11 17.75 26.59 4.54 -0.28 -1.19 -1.47
Materials 5.30 22.92 1.22 3.70 22.38 0.81 0.06 -0.01 0.05
Telecom Services 0.00 0.00 0.00 2.29 5.25 0.16 0.33 0.00 0.33
Utilities 0.00 0.00 0.00 3.15 10.08 0.31 0.38 0.00 0.38
Cash 8.97 0.04 0.00 0.00 0.00 0.00 -2.16 0.00 -2.16
Total 100.00 17.33 17.33 100.00 22.41 22.41 -0.90 -4.19 -5.09


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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    Symbol:  

    NAV as of