Overview

Growth of $10,000

10-year period ended 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 10 Years
02/28/2015
Fund at NAV 3.20 2.56 2.95 10.51 12.69 10.99 7.26
Fund w/Max Sales Charge -2.68 -3.31 -3.01 4.12 10.48 9.70 6.62
S&P 500 Index2 5.75 2.31 2.57 15.51 18.00 16.18 7.99
Barclays U.S. Aggregate Bond Index3 -0.94 1.23 1.14 5.05 2.76 4.29 4.82
12/31/2014
Fund at NAV -0.39 2.33 9.62 9.62 13.91 10.28 6.95
Fund w/Max Sales Charge -6.09 -3.58 3.27 3.27 11.69 9.00 6.31
S&P 500 Index2 -0.25 4.93 13.69 13.69 20.39 15.45 7.67
Barclays U.S. Aggregate Bond Index3 0.09 1.79 5.97 5.97 2.66 4.45 4.71
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 04/01/1932
Investment Objective Current income and long-term growth of capital
Total Net Assets $313.4M
Minimum Investment $1000
Expense Ratio4 1.14%
CUSIP 277905865

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

United States Treasury Note/Bond
Apple Inc
Microsoft Corp
United States Treasury Inflation Indexed Bonds
Google Inc Class C
Verizon Communications Inc
Fannie Mae Pool
Fannie Mae Pool
Altria Group Inc
Qualcomm Inc
Total 15.66


Portfolio Management

Charles Gaffney Managed Fund since 2009
Thomas H. Luster, CFA Managed Fund since 2010
Bernard Scozzafava, CFA Managed Fund since 2010

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

Fund share values are sensitive to stock market volatility. An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. 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 10 Years
01/31/2015
Fund at NAV -0.24 0.83 -0.24 10.67 12.58 10.74 7.12
Fund w/Max Sales Charge -6.01 -4.92 -6.01 4.31 10.36 9.43 6.49
S&P 500 Index2 -3.00 -0.64 -3.00 14.22 17.45 15.59 7.61
Barclays U.S. Aggregate Bond Index3 2.10 2.92 2.10 6.61 3.07 4.56 4.86
Morningstar™ Moderate Allocation Category7 -0.82 -0.33 -0.82 7.17 9.95 9.64 5.98
12/31/2014
Fund at NAV -0.39 2.33 9.62 9.62 13.91 10.28 6.95
Fund w/Max Sales Charge -6.09 -3.58 3.27 3.27 11.69 9.00 6.31
S&P 500 Index2 -0.25 4.93 13.69 13.69 20.39 15.45 7.67
Barclays U.S. Aggregate Bond Index3 0.09 1.79 5.97 5.97 2.66 4.45 4.71
Morningstar™ Moderate Allocation Category7 -0.72 1.87 6.21 6.21 11.72 9.43 5.93
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 5.35 14.47 16.10 -30.27 22.99 8.92 1.31 11.50 20.96 9.62
S&P 500 Index2 4.91 15.79 5.49 -37.00 26.46 15.06 2.11 16.00 32.39 13.69
Barclays U.S. Aggregate Bond Index3 2.43 4.33 6.97 5.24 5.93 6.54 7.84 4.21 -2.02 5.97

Fund Facts

Expense Ratio4 1.14%
Class A Inception 04/01/1932
Distribution Frequency Quarterly


Risk Measures (3 Year)8 as of Feb 28, 2015

Alpha (%) 0.91
Beta 0.66
R-Squared (%) 91.80
Standard Deviation (%) 6.55
Sharpe Ratio 1.93


Morningstar™ Ratings as of Jan 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Moderate Allocation
Category
Overall *** **** 744
3 Years *** ***** 744
5 Years *** **** 657
10 Years *** **** 439
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
Mar 03, 2015 $8.71 $-0.03
Mar 02, 2015 $8.74 $0.03
Feb 27, 2015 $8.71 $-0.01
Feb 26, 2015 $8.72 $-0.01
Feb 25, 2015 $8.73 $0.00
Feb 24, 2015 $8.73 $0.03
Feb 23, 2015 $8.70 $0.00
Feb 20, 2015 $8.70 $0.03
Feb 19, 2015 $8.67 $0.00
Feb 18, 2015 $8.67 $0.01

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 16, 2014 $0.02460 $8.23
Sep 09, 2014 $0.02590 $8.90
Jun 10, 2014 $0.02370 $8.93
Mar 11, 2014 $0.03590 $8.63
Dec 19, 2013 $0.02330 $8.33
Sep 10, 2013 $0.02080 $8.39
Jun 11, 2013 $0.02660 $8.20
Mar 11, 2013 $0.03030 $8.00
Dec 19, 2012 $0.02860 $7.58
Sep 11, 2012 $0.02730 $7.56
View All
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 History9

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 16, 2014 $0.04960 $0.47550 $8.23
Sep 09, 2014 $0.04990 $0.10770 $8.90
Dec 19, 2013 $0.17450 $0.40280 $8.33
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

Fund share values are sensitive to stock market volatility. An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. 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 as of Dec 31, 2014

U.S. Common Stocks 59.14
U.S. Corporate Bonds 10.38
U.S. Govt Agency Mortgage Backed Securities 10.18
U.S. Treasuries 7.76
Asset Backed Securities 4.43
U.S. Commercial Mortgage Backed Securities 3.36
Foreign Corporate Bonds 2.98
Foreign Common Stocks and ADR's 1.61
Other Net Assets 0.15
Total 100.00

Portfolio Statistics as of Dec 31, 2014

Average Maturity 6.70 yrs.


GICS Sector Breakdown (%)10 as of Dec 31, 2014

Sector Fund S&P 500 Index2
Consumer Discretionary 12.05 12.13
Consumer Staples 9.80 9.80
Energy 8.50 8.44
Financials 16.53 16.65
Health Care 13.93 14.21
Industrials 10.30 10.41
Information Technology 19.83 19.66
Materials 3.09 3.17
Telecom Services 2.24 2.28
Utilities 3.24 3.24
Cash 0.49 0.00


Fund Holdings5,11 as of Jan 31, 2015

Holding Coupon Rate Maturity Date % of Net Assets
Apple Inc 0.00% 2.32%
United States Treasury Note/Bond 4.63% 02/15/2017 2.20%
EV Cash Reserves Fund 0.12% 02/02/2015 1.80%
United States Treasury Inflation Indexed Bonds 1.38% 01/15/2020 1.66%
Microsoft Corp 0.00% 1.65%
Google Inc Class C 0.00% 1.50%
Verizon Communications Inc 0.00% 1.31%
Exxon Mobil Corp 0.00% 1.29%
Altria Group Inc 0.00% 1.27%
Fannie Mae Pool 4.00% 01/01/2042 1.26%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

Fund share values are sensitive to stock market volatility. An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. 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. The U.S. Treasury yield curve continued to flatten, as 10-year yields dropped by 32 basis points, while those of two-year securities rose by 10 basis points. Credit spreads widened during the quarter across debt sectors including high-yield bonds, floating-rate loans and investment-grade securities. Emerging-market debt priced in local currency also came under pressure, as spreads widened, while the U.S. dollar generally appreciated.

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 Average12 advanced 5.20%, hitting multiple all-time closing highs during the quarter. The broader S&P 500 Index2 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 Balanced Fund (the Fund) returned 2.33% for Class A shares at net asset value for the quarter ended December 31, 2014. In comparison, the S&P 500 Index returned 4.93%, while the Barclays U.S. Aggregate Bond Index returned 1.79%.

  • While the Fund’s higher allocation to equities had a positive impact on performance, both the equity and fixed-income sleeves of the Fund underperformed their respective asset class benchmarks.
  • Within the equity sleeve, underperformance (relative to the S&P 500 Index) was due to negative stock selection, while sector allocation was neutral overall. Stock selection in health care, consumer discretionary and energy detracted the most.
  • Within the fixed-income sleeve, underperformance (relative to the Barclays U.S Aggregate Bond Index) was due in part to the significant decline in oil prices during the quarter. Resulting lower inflation estimates, along with rising expectations of further quantitative easing by foreign central banks, caused longer-maturity U.S. Treasury rates to decline, detracting from the value of the Fund’s interest-rate hedge.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.39 2.33 9.62 9.62 13.91 10.28 6.95
Fund w/Max Sales Charge -6.09 -3.58 3.27 3.27 11.69 9.00 6.31
S&P 500 Index2 -0.25 4.93 13.69 13.69 20.39 15.45 7.67
Barclays U.S. Aggregate Bond Index3 0.09 1.79 5.97 5.97 2.66 4.45 4.71
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 04/01/1932
Expense Ratio4 1.14%


Contributors 

Factors contributing positively to the Fund’s relative performance:

  • Equity sleeve (relative to the S&P 500 Index): Stock selection was positive in three of the 10 equity sectors in which the portfolio was invested: information technology, consumer staples and materials.
  • At the individual stock level, the top relative contributors included two information technology holdings (RF Micro Devices and Visa Inc.) and a materials name (International Paper), as well as avoidance of a large benchmark-held information technology firm (IBM).
  • Fixed-income sleeve (relative to the Barclays U.S Aggregate Bond Index): Securitized issues, particularly mortgage-backed securities, added to the portfolio’s relative performance versus its benchmark.
  • Additionally, select individual high-yield bonds also contributed to the portfolio’s relative performance, including Ally Financial and Chrysler Group.

Detractors 

Factors detracting from the Fund’s relative performance:

  • Equity sleeve (relative to the S&P 500 Index): Unfavorable stock selection in various sectors – most notably in health care, consumer discretionary and energy – was the biggest detractor.
  • At the individual stock level, the top relative detractors included three energy holdings (Weatherford International, Occidental Petroleum and Devon Energy) and an information technology company (Google).
  • Fixed-income sleeve (relative to the Barclays U.S Aggregate Bond Index): Sector allocation detracted from performance, largely due to the Fund’s investments in Treasury Inflation-Protected Securities (TIPS) and its overweight in high-yield bonds.
  • Although the bond portfolio’s exposure to the energy sector was in line with the index, security selection among exploration companies also detracted from performance.

Investment Outlook And Fund Positioning 

In 2015, investors will be closely watching the Fed for signals regarding the long-anticipated increase in short-term interest rates. Strong gains by U.S. stocks in the fourth quarter of 2014 may indicate that investors have already priced in the expected modest hike in rates. Other observers expect stocks to pull back in early 2015 following their sharp run-up, particularly with equity valuations elevated in many cases.

The possible extent of any further oil price declines will also bear watching, as will the potential impact of weak overseas economies on U.S. economic growth. In China, the recent stock market surge has led to worries about speculative excess. Observers will also continue to monitor Europe and Japan for any signs that government stimulus programs may be reigniting their lagging economies. In addition, Russia’s struggling, energy-reliant economy may remain a source of concern.

We believe the Fed plans on raising rates for the first time around midyear 2015. Along with that, we believe interest rates will rise (mostly at the short end of the yield curve), inflation will begin to move back toward its 2% trend and GDP growth will continue to track in the mid-2% range, driving unemployment down steadily toward 5%.

Depending on how these and other issues play out in the coming months, equity markets could experience periodic bouts of volatility.

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

United States Treasury Note/Bond 2.20
Apple Inc 2.16
Microsoft Corp 1.93
United States Treasury Inflation Indexed Bonds 1.64
Google Inc Class C 1.50
Verizon Communications Inc 1.36
Fannie Mae Pool 1.26
Fannie Mae Pool 1.22
Altria Group Inc 1.20
Qualcomm Inc 1.19
Total 15.66


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. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

Fund share values are sensitive to stock market volatility. An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. 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

No attribution information is currently available.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

Fund share values are sensitive to stock market volatility. An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. As interest rates rise, the value of certain income investments is likely to decline. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. 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
Charles Gaffney

Charles Gaffney

Vice President, Eaton Vance Management
Joined Eaton Vance 2003

Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003.

Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst.

Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002.

Education
  • B.A. Bowdoin College
  • M.B.A. Graduate School of Business, Fordham University
Experience
  • Managed Fund since 2009
Biography
Thomas H. Luster, CFA

Thomas H. Luster, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1995

Tom Luster is a vice president of Eaton Vance Management, director of Investment-Grade Fixed Income and portfolio manager on Eaton Vance's investment-grade fixed-income team.

Tom joined Eaton Vance in 1995. Prior to joining Eaton Vance, Tom was associated with Deloitte & Touche Consulting and the Naval Center for Space Technology.

Tom earned a B.S. in mechanical engineering from George Washington University and an M.B.A. in finance from the University of Chicago. He is a CFA charterholder. Tom is also a member of the Fixed Income Management Society of Boston and the Boston Security Analysts Society, and was formerly chairman and a Governor's appointee to the Board of Trustees of Health Care Security, which oversees the investment of Tobacco Litigation Settlement funds for the Commonwealth of Massachusetts.

Tom's commentary has appeared in The Wall Street Journal, Reuters, Investor's Business Daily and American Banker, and he has been featured on New England Cable News and Bloomberg Radio.

Education
  • B.S. George Washington University
  • M.B.A. Booth School of Business, University of Chicago
Experience
  • Managed Fund since 2010
Biography
Bernard Scozzafava, CFA

Bernard Scozzafava, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2006

Bernard Scozzafava is a vice president of Eaton Vance Management, director of investment-grade quantitative research and portfolio manager on Eaton Vance’s investment- grade fixed-income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s core fixed-income portfolios. He joined Eaton Vance in 2006.

Bernie began his career in the investment management industry in 1984. Before joining Eaton Vance, he was a portfolio manager and credit analyst with MFS Investment Management.

Bernie earned a B.A. from Hamilton College and an M.S. from the MIT Sloan School of Management. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S. Hamilton College
  • M.S. Sloan School of Management, Massachusetts Institute of Technology
Experience
  • Managed Fund since 2010
Other funds managed
 

Fund Literature

Fund Literature

Annual Report

Commentary

Fact Sheet

Full Prospectus

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

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

XBRL


 

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