Overview

Growth of $10,000

Since Fund Inception as of 12/31/14

  • Class A at NAV

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
02/28/2015
Fund at NAV 5.54 3.54 2.45 15.68 17.20 19.30
Fund w/Max Sales Charge -0.52 -2.40 -3.44 9.00 14.92 17.08
Russell 1000 Index1 5.78 2.63 2.87 14.88 18.14 16.39 20.01
12/31/2014
Fund at NAV 1.06 9.70 11.35 11.35 19.47
Fund w/Max Sales Charge -4.73 3.41 4.94 4.94 17.13
Russell 1000 Index1 -0.23 4.88 13.24 13.24 20.60 15.63 20.06
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 Feb 28, 2015

Class A Inception 01/03/2012
Investment Objective Long-term capital growth
Total Net Assets $112.6M
Minimum Investment $1000
Expense Ratio (Gross)2 1.29%
Expense Ratio (Net)2,3 1.20%
CUSIP 277902466

Top 10 Holdings (%)4,5 as of Dec 31, 2014

TJX Cos Inc
Wal-Mart Stores Inc
Markel Corp
Berkshire Hathaway Inc
ANSYS Inc
Affiliated Managers Group Inc
Pall Corp
Health Care Select Sector SPDR Fund
Oracle Corp
Danaher Corp
Total 46.90


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 Dec 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
02/28/2015
Fund at NAV 5.54 3.54 2.45 15.68 17.20 19.30
Fund w/Max Sales Charge -0.52 -2.40 -3.44 9.00 14.92 17.08
Russell 1000 Index1 5.78 2.63 2.87 14.88 18.14 16.39 20.01
Morningstar™ Large Growth Category6 6.38 3.69 4.45 11.91 16.74 15.44
12/31/2014
Fund at NAV 1.06 9.70 11.35 11.35 19.47
Fund w/Max Sales Charge -4.73 3.41 4.94 4.94 17.13
Russell 1000 Index1 -0.23 4.88 13.24 13.24 20.60 15.63 20.06
Morningstar™ Large Growth Category6 -0.72 4.42 10.00 10.00 19.41 14.09
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%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 29.30 11.35
Russell 1000 Index1 6.27 15.46 5.77 -37.60 28.43 16.10 1.50 16.42 33.11 13.24

Fund Facts

Expense Ratio (Gross)2 1.29%
Expense Ratio (Net)2,3 1.20%
Class A Inception 01/03/2012
Distribution Frequency Annually


NAV History

Date NAV NAV Change
Mar 26, 2015 $16.94 $-0.03
Mar 25, 2015 $16.97 $-0.26
Mar 24, 2015 $17.23 $-0.05
Mar 23, 2015 $17.28 $-0.03
Mar 20, 2015 $17.31 $0.15
Mar 19, 2015 $17.16 $-0.07
Mar 18, 2015 $17.23 $0.12
Mar 17, 2015 $17.11 $-0.05
Mar 16, 2015 $17.16 $0.24
Mar 13, 2015 $16.92 $-0.09

Distribution History7

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 History7

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 11, 2014 $0.02980 $0.18520 $16.48
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 (%)4,8 as of Dec 31, 2014

U.S. Common Stocks 91.32
Foreign Common Stocks 4.42
Cash & Other Assets 4.26
Total 100.00

Portfolio Statistics as of Dec 31, 2014

Average Market Cap $74.6B
Price/Earnings Ratio 21.33
Number of Holdings 29
Price/Book Ratio 3.31


GICS Sector Breakdown (%)4 as of Dec 31, 2014

Sector Fund Russell 1000 Index1
Consumer Discretionary 17.09 12.71
Consumer Staples 10.38 8.98
Energy 0.00 7.84
Financials 25.00 17.44
Health Care 10.02 13.95
Industrials 14.36 11.16
Information Technology 10.28 19.04
Materials 8.62 3.53
Telecom Services 0.00 2.11
Utilities 0.00 3.22
Cash 4.25 0.00


Market Cap Breakdown (%)4,9 as of Dec 31, 2014

> $150 Billion 17.59
$50-150 Billion 14.78
$15-50 Billion 24.30
$5-15 Billion 39.88
$1.5-5 Billion 3.45


Fund Holdings (%)4,10 as of Jan 31, 2015

Holding % of Net Assets
Markel Corp 6.93%
TJX Cos Inc 5.88%
Wal-Mart Stores Inc 5.47%
EV Cash Reserves Fund 5.16%
Berkshire Hathaway Inc 4.85%
ANSYS Inc 4.48%
Pall Corp 4.13%
Affiliated Managers Group Inc 4.09%
Health Care Select Sector SPDR Fund 3.96%
US Bancorp/MN 3.74%
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 Dec 31, 2014

U.S. stocks led the way in the fourth quarter of 2014, while international equity markets delivered mixed performance. Trading was volatile during the three-month period, as concerns about global economic growth alternated with optimism regarding the U.S. economy.

In the U.S., equities fell sharply early in the period amid investor worries about slowing overseas growth and falling oil prices. However, U.S. stocks subsequently rallied following positive economic data and a vote of confidence from the U.S. Federal Reserve (Fed), which ended its bond-buying stimulus program. Continued job market gains and an uptick in manufacturing orders helped major U.S. stock indexes reach multiple record highs in November.

In December, the collapse of Russia’s currency and mounting concerns over the steep decline in oil prices sent stocks sharply lower. But U.S. equities rebounded near period-end after the Fed pledged to be “patient” in raising interest rates and revised third-quarter data showed accelerating U.S. economic growth amid increased consumer spending. Globally, China’s stock market staged a strong rally despite the country’s continued economic sluggishness. Weak economic data weighed on equity markets in Japan, Europe and Russia.

Reflecting divergent economic outlooks for the U.S. and other global regions, major stock market indexes delivered mixed results for the fourth quarter. The Dow Jones Industrial Average11 advanced 5.20%, hitting multiple all-time closing highs during the quarter. The broader S&P 500 Index12 also attained new highs, finishing the period with a 4.93% gain. Globally, the MSCI World Index)13 returned 0.66%. The MSCI EAFE Index14 of developed-market international equities lost 3.57%, while the MSCI Emerging Markets Index15 dropped 4.50%.

Performance Summary 

Eaton Vance Atlanta Capital Select Equity Fund (the Fund) outperformed its benchmark, the Russell 1000 Index (the Index), for the quarter ended December 31, 2014, returning 9.70% for Class A shares at net asset value versus the Index’s 4.88% return.

  • Seven of the 10 economic sectors within the Index had positive returns for the quarter. Utilities, consumer discretionary and consumer staples were the best-performing Index sectors, while energy, telecommunication services and materials were the worst performers. High-quality stocks generally outperformed low-quality stocks.
  • The Fund’s outperformance versus the Index for the quarter was primarily driven by stock selection. Stock selection was strongest in consumer discretionary and also positive in materials, industrials, health care and information technology. Stock selection was negative in financials and consumer staples.
  • Sector allocation also had a positive impact on the Fund’s performance relative to the Index, primarily due to the Fund’s avoidance of the poor-performing energy sector.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years Life of Fund
Fund at NAV 1.06 9.70 11.35 11.35 19.47
Fund w/Max Sales Charge -4.73 3.41 4.94 4.94 17.13
Russell 1000 Index1 -0.23 4.88 13.24 13.24 20.60 15.63 20.06
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, 2014

Class A Inception 01/03/2012
Expense Ratio (Gross)2 1.29%
Expense Ratio (Net)2,3 1.20%


Contributors 

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

  • Stock selection was a primary area of strength during the quarter, as it was positive in five of the seven economic sectors in which the Fund was invested. Stock selection within consumer discretionary was the strongest, followed by materials, industrials, health care and information technology. Among industries, machinery, chemicals and software stood out as contributors.
  • From a section allocation standpoint, the Fund’s lack of exposure to the energy sector added the most value. An overweight in financials and no exposure to telecommunication services also contributed positively.
  • The Fund’s top five individual performance contributors included three consumer discretionary names (TJX Companies, O'Reilly Automotive and Ross Stores), an industrials company (Pall Corporation) and a consumer staples position (Wal-Mart Stores).

Detractors 

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

  • Overall, the Fund’s overweight in materials and its complete avoidance of the strong-performing utilities sector were the largest detractors from performance relative to the Index.
  • From a stock selection standpoint, consumer staples and financials were sources of weakness, as food & staples retailing and insurance positions held back returns.
  • The Fund’s top five individual performance detractors included a financials company (White Mountains Insurance), avoidance of an information technology firm (Apple), a consumer discretionary company (Scripps Networks Interactive), an industrials name (Tyco) and a consumer staples firm (Diageo).

Investment Outlook And Fund Positioning 

The fourth quarter of 2014 capped off an impressive year for mid-cap and large-cap stocks. U.S. equity markets advanced to record highs in 2014, continuing the five-plus-year market rally that began in 2009. We believe that many stocks are fairly valued and that volatility is likely to increase. Our process remains focused on finding quality businesses with consistent and growing earnings, strong cash flow 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, consumer discretionary, materials, industrials and consumer staples. The Fund was underweight information technology and health care and had no exposure to energy, utilities or telecommunication services.

Top 10 Holdings (%)4,5 as of Dec 31, 2014

TJX Cos Inc 6.52
Wal-Mart Stores Inc 5.96
Markel Corp 5.53
Berkshire Hathaway Inc 4.97
ANSYS Inc 4.37
Affiliated Managers Group Inc 4.12
Pall Corp 4.07
Health Care Select Sector SPDR Fund 3.82
Oracle Corp 3.78
Danaher Corp 3.76
Total 46.90


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 Dec 31, 2014

Fund Russell 1000 Index1 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 17.68 15.80 2.78 12.38 8.43 1.01 0.14 1.32 1.46
Consumer Staples 10.33 6.57 0.68 8.97 8.29 0.72 0.06 -0.16 -0.10
Energy 0.00 0.00 0.00 8.33 -12.22 -1.10 1.57 0.00 1.57
Financials 25.55 6.63 1.70 17.23 7.41 1.24 0.22 -0.19 0.03
Health Care 10.51 13.03 1.38 13.94 7.84 1.07 -0.09 0.53 0.44
Industrials 14.42 11.46 1.68 11.11 6.75 0.78 0.09 0.64 0.73
Information Technology 9.95 9.77 0.98 19.02 4.91 0.90 0.02 0.49 0.51
Materials 8.79 9.17 0.82 3.62 -1.12 -0.04 -0.30 0.91 0.61
Telecom Services 0.00 0.00 0.00 2.24 -4.24 -0.09 0.22 0.00 0.22
Utilities 0.00 0.00 0.00 3.16 12.67 0.40 -0.23 0.00 -0.23
Cash 2.78 0.00 0.00 0.00 0.00 0.00 -0.08 0.00 -0.08
Total 100.00 10.02 10.02 100.00 4.88 4.88 1.60 3.53 5.14
1 Year Attribution
Consumer Discretionary 16.26 10.73 1.99 12.63 9.86 1.17 -0.10 0.37 0.27
Consumer Staples 10.30 3.81 0.40 8.83 16.05 1.39 0.10 -1.25 -1.16
Energy 0.00 0.00 0.00 9.39 -8.50 -0.58 1.92 0.00 1.92
Financials 25.27 14.29 3.57 17.03 15.04 2.47 0.14 -0.13 0.00
Health Care 13.02 26.53 3.32 13.28 25.68 3.24 -0.04 0.07 0.03
Industrials 12.47 6.28 0.84 11.22 8.92 1.04 0.03 -0.32 -0.29
Information Technology 9.92 4.95 0.56 18.54 18.67 3.33 -0.40 -1.32 -1.72
Materials 7.81 26.36 1.99 3.74 6.85 0.29 -0.32 1.47 1.15
Telecom Services 0.00 0.00 0.00 2.27 2.09 0.08 0.26 0.00 0.26
Utilities 0.00 0.00 0.00 3.07 27.31 0.82 -0.36 0.00 -0.36
Cash 4.96 0.03 0.00 0.00 0.00 0.00 -0.69 0.00 -0.69
Total 100.00 12.66 12.66 100.00 13.24 13.24 0.54 -1.12 -0.58


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

Atlanta Capital Market Commentary

Commentary

Fact Sheet

Volatility: Managing risk while seeking to grow client portfolios

Full Prospectus

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

SAI

Semiannual Report

Summary Prospectus

XBRL


 

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    Symbol:  

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