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 Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
10/31/2014
Fund at NAV 3.82 6.51 5.39 9.85 18.40
Fund w/Max Sales Charge -2.14 0.38 -0.68 3.56 15.95
Russell 1000 Index2 2.44 4.81 10.61 16.78 19.88 16.97 20.36
09/30/2014
Fund at NAV -1.90 0.39 1.51 9.78 17.41
Fund w/Max Sales Charge -7.54 -5.39 -4.33 3.48 14.90
Russell 1000 Index2 -1.75 0.65 7.97 19.01 23.21 15.89 19.99
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 Oct 31, 2014

Class A Inception 01/03/2012
Investment Objective Long-term capital growth
Total Net Assets $108.2M
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 Sep 30, 2014

TJX Cos Inc
Markel Corp
Wal-Mart Stores Inc
Berkshire Hathaway Inc
Health Care Select Sector SPDR Fund
ANSYS Inc
Pall Corp
Affiliated Managers Group Inc
Danaher Corp
White Mountains Insurance Group Ltd
Total 46.59


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 nondiversified 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 Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
10/31/2014
Fund at NAV 3.82 6.51 5.39 9.85 18.40
Fund w/Max Sales Charge -2.14 0.38 -0.68 3.56 15.95
Russell 1000 Index2 2.44 4.81 10.61 16.78 19.88 16.97 20.36
Morningstar™ Large Growth Category7 2.51 4.81 8.05 14.57 17.90 15.69
09/30/2014
Fund at NAV -1.90 0.39 1.51 9.78 17.41
Fund w/Max Sales Charge -7.54 -5.39 -4.33 3.48 14.90
Russell 1000 Index2 -1.75 0.65 7.97 19.01 23.21 15.89 19.99
Morningstar™ Large Growth Category7 -1.89 0.68 5.40 16.24 21.28 14.60
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
Nov 25, 2014 $16.59 $0.03
Nov 24, 2014 $16.56 $0.05
Nov 21, 2014 $16.51 $0.12
Nov 20, 2014 $16.39 $0.03
Nov 19, 2014 $16.36 $-0.01
Nov 18, 2014 $16.37 $0.06
Nov 17, 2014 $16.31 $0.01
Nov 14, 2014 $16.30 $-0.05
Nov 13, 2014 $16.35 $0.05
Nov 12, 2014 $16.30 $0.01

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 nondiversified 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 Sep 30, 2014

U.S. Common Stocks 92.59
Foreign Common Stocks 4.47
Cash & Other Assets 2.94
Total 100.00

Portfolio Statistics as of Sep 30, 2014

Average Market Cap $64.7B
Price/Earnings Ratio 19.72
Number of Holdings 29
Price/Book Ratio 3.00


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

Sector Fund Russell 1000 Index2
Consumer Discretionary 17.64 12.34
Consumer Staples 9.98 8.73
Energy 0.00 9.21
Financials 25.76 16.95
Health Care 10.58 13.58
Industrials 14.47 11.02
Information Technology 9.62 19.05
Materials 9.01 3.78
Telecom Services 0.00 2.33
Utilities 0.00 3.01
Cash 2.94 0.00


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

> $150 Billion 16.23
$50-150 Billion 14.30
$15-50 Billion 24.36
$5-15 Billion 41.26
$1.5-5 Billion 3.85


Fund Holdings (%)5,11 as of Sep 30, 2014

Holding % of Net Assets
TJX Cos Inc 6.25%
Markel Corp 5.93%
Wal-Mart Stores Inc 5.51%
Berkshire Hathaway Inc 4.87%
Health Care Select Sector SPDR Fund 4.35%
ANSYS Inc 4.27%
Pall Corp 4.03%
Affiliated Managers Group Inc 3.89%
Danaher Corp 3.77%
White Mountains Insurance Group Ltd 3.73%
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 nondiversified 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 Sep 30, 2014

Major global stock markets delivered mixed returns for the third quarter of 2014, as U.S. equities recorded modest gains, while some overseas equity markets retreated. Late in the quarter, most stock markets worldwide fell amid renewed worries about the global economy, mounting international tensions and elevated equity valuations.

In the U.S., stocks stalled early in the period, then pulled back sharply in late July on geopolitical and economic concerns. However, many investors viewed the pullback as a buying opportunity, allowing stocks to soon resume their upward trend. In their generally steady rise until the period’s final two weeks, U.S. stocks drew support from the Federal Reserve’s (the Fed) ongoing low-interest-rate policy, along with some positive economic reports.

A number of economic indicators pointed to continued gradual improvement in the U.S. economy, including upbeat data on retail sales, manufacturing activity, construction spending, new home starts and revised GDP growth for the second quarter of 2014. On the employment front, hiring indicators turned up in September after lower-than-expected job creation numbers for August. Overseas, weakening economies in Europe led the European Central Bank (ECB) to adopt further stimulus measures late in the quarter. In China, disappointing economic data for August sparked fresh worries about slowing growth in the world’s second-largest economy.

Among major world equity indexes, after hitting an all-time high during the quarter, the Dow Jones Industrial Average12 finished the period with a modest gain of 1.9%. The broader S&P 500 Index13 rose 1.1% after also attaining a record high during the quarter. Large-cap U.S. equities generally outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks within both the large- and small-cap space. Overseas, the MSCI EAFE Index14 of developed-market international stocks fell 5.9%, while the MSCI Emerging Markets Index15 lost 3.5%.

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 September 30, 2014, returning 0.39% for Class A shares at net asset value versus the Index’s 0.65% return.

  • Six of the 10 economic sectors within the Index had positive results for the third quarter. Health care and information technology were the best-performing Index sectors, while energy and utilities (the two best-performing sectors in the second quarter) were the worst-performing sectors. High-quality stocks generally outperformed low-quality stocks.
  • The Fund’s underperformance versus the Index for the quarter was primarily driven by stock selection, which was positive in four of the seven sectors in which the Fund was invested. Particularly strong stock selection in consumer discretionary was more than offset by negative stock selection in health care, information technology and consumer staples. Stock selection was also positive in materials, industrials and financials.
  • Overall, sector allocation had a positive impact on Fund performance relative to the Index, primarily due to the Fund’s avoidance of the energy and utilities sectors. The Fund’s underweights in health care and information technology created a drag on relative performance.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV -1.90 0.39 1.51 9.78 17.41
Fund w/Max Sales Charge -7.54 -5.39 -4.33 3.48 14.90
Russell 1000 Index2 -1.75 0.65 7.97 19.01 23.21 15.89 19.99
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 Sep 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:

  • The Fund’s lack of exposure to energy and utilities was a primary area of strength during the quarter. The Fund’s overweights in financials and consumer staples also made positive impacts on relative performance.
  • From a stock selection standpoint, relative results were greatest in the consumer discretionary sector, specifically within the specialty retail industry.
  • The Fund’s top five individual performance contributors included two consumer discretionary names (TJX Cos. and Ross Stores), two financial companies (Berkshire Hathaway and TD Ameritrade) and an ETF position (Health Care Select Sector SPDR Fund).

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 health care sector, stock selection in health care equipment & supplies hampered relative performance, as did lack of exposure to the biotechnology industry. Within the information technology sector, stock selection in software was a source of relative weakness, while stock selection in beverages and food products detracted the most within consumer staples.
  • From a sector allocation standpoint, the Fund’s significant underweight in the information technology sector detracted meaningfully from relative performance, as did its allocation to cash.
  • The Fund’s top five individual performance detractors included a consumer staples position (Diageo) and a financial company (Markel Corp.), along with no exposure to two information technology firms (Microsoft and Apple) and a health care company (Gilead Sciences).

Investment Outlook And Fund Positioning 

U.S. equity markets have posted strong double-digit gains over the past one-, three- and five-year periods. We continue to believe that the majority of stocks are fully valued and that volatility is likely to persist going forward. Our investment process remains focused on finding high-quality businesses with consistent and growing earnings, strong cash flows and disciplined management teams. We expect these types of businesses to continue to perform well in rising markets, while potentially providing some downside protection in declining markets.

As of quarter end, the Fund contained 29 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 Sep 30, 2014

TJX Cos Inc 6.25
Markel Corp 5.93
Wal-Mart Stores Inc 5.51
Berkshire Hathaway Inc 4.87
Health Care Select Sector SPDR Fund 4.35
ANSYS Inc 4.27
Pall Corp 4.03
Affiliated Managers Group Inc 3.89
Danaher Corp 3.77
White Mountains Insurance Group Ltd 3.73
Total 46.59


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 nondiversified 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 Sep 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 16.20 6.76 0.98 12.42 0.07 0.02 -0.04 1.03 0.98
Consumer Staples 10.19 -1.74 -0.19 8.65 1.60 0.14 0.01 -0.35 -0.33
Energy 0.00 0.00 0.00 9.77 -8.52 -0.85 0.92 0.00 0.92
Financials 25.80 1.53 0.38 16.85 1.48 0.24 0.07 0.02 0.09
Health Care 12.38 -0.71 -0.12 13.23 5.24 0.66 -0.04 -0.75 -0.79
Industrials 11.86 -1.67 -0.20 11.15 -2.14 -0.23 -0.01 0.07 0.06
Information Technology 10.09 -3.05 -0.29 18.78 4.32 0.79 -0.31 -0.72 -1.03
Materials 8.34 1.82 0.12 3.82 -0.79 -0.03 -0.07 0.21 0.14
Telecom Services 0.00 0.00 0.00 2.31 2.45 0.05 -0.04 0.00 -0.04
Utilities 0.00 0.00 0.00 3.02 -4.39 -0.14 0.16 0.00 0.16
Cash 5.13 0.01 0.00 0.00 0.00 0.00 -0.11 0.00 -0.11
Total 100.00 0.70 0.70 100.00 0.65 0.65 0.54 -0.49 0.05
1 Year Attribution
Consumer Discretionary 15.37 4.51 0.63 12.89 12.05 1.65 -0.26 -1.08 -1.34
Consumer Staples 10.20 3.38 0.39 8.87 16.48 1.51 -0.03 -1.31 -1.34
Energy 0.00 0.00 0.00 9.77 12.55 1.35 0.48 0.00 0.48
Financials 25.03 19.14 4.51 16.99 17.30 2.96 -0.16 0.36 0.20
Health Care 13.83 24.44 3.34 12.95 28.09 3.41 0.00 -0.30 -0.30
Industrials 12.29 3.37 0.40 11.25 15.64 1.84 -0.07 -1.57 -1.64
Information Technology 9.72 3.43 0.37 18.23 27.44 4.72 -0.61 -2.13 -2.74
Materials 7.06 24.60 1.52 3.76 19.20 0.72 -0.07 0.31 0.24
Telecom Services 0.00 0.00 0.00 2.25 14.27 0.33 0.05 0.00 0.05
Utilities 0.00 0.00 0.00 3.03 15.92 0.50 0.05 0.00 0.05
Cash 6.50 0.04 0.00 0.00 0.00 0.00 -1.51 0.00 -1.51
Total 100.00 11.16 11.16 100.00 19.01 19.01 -2.13 -5.72 -7.85


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 nondiversified 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: Estimates as of October 15, 2014

Full Prospectus

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

SAI

Semiannual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of