Overview

Generate total return employing an opportunistic approach to global fixed income with a value-oriented discipline.

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 8.83 4.35 4.35 -13.27 -0.76 -0.41
Fund w/Max Sales Charge 3.63 -0.64 -0.64 -17.40 -2.35 -1.94
Barclays U.S. Government/Credit Bond Index1 1.17 3.47 3.47 1.75 2.42 4.04 2.50
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 or equal to one year is cumulative. Max Sales Charge: 4.75%.

Fund Factsas of Mar 31, 2016

Class A Inception 01/31/2013
Investment Objective Total return
Total Net Assets $666.0M
Minimum Investment $1000
Expense Ratio2 0.95%
CUSIP 277905246

Top 10 Issuers (%)3as of Mar 31, 2016

Canada Housing Trust
Canadian Government
Lennar Corp New
Rowan Companies Inc
Chart Industries
Aust. & NZ Banking Group
Standard Pacific
Jefferies Group Inc.
America Movil SA
Mexican Bonos
Total 26.77

Portfolio Management

Kathleen C. Gaffney, CFA Managed Fund since inception
Henry Peabody, CFA Managed Fund since 2014

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 

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 8.83 4.35 4.35 -13.27 -0.76 -0.41
Fund w/Max Sales Charge 3.63 -0.64 -0.64 -17.40 -2.35 -1.94
Barclays U.S. Government/Credit Bond Index1 1.17 3.47 3.47 1.75 2.42 4.04 2.50
Morningstar™ Multisector Bond Category4 2.59 1.77 1.77 -1.73 1.38 3.69
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 or equal to one year is cumulative. Max Sales Charge: 4.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 4.69 -17.24
Barclays U.S. Government/Credit Bond Index1 3.78 7.23 5.70 4.52 6.59 8.74 4.82 -2.35 6.01 0.15

Fund Facts

Expense Ratio2 0.95%
Class A Inception 01/31/2013
Distribution Frequency Monthly

Yield Information5as of Mar 31, 2016

Distribution Rate at NAV 2.97%
SEC 30-day Yield 6.40%

NAV History

Date NAV NAV Change
Apr 29, 2016 $9.35 $0.02
Apr 28, 2016 $9.33 $0.00
Apr 27, 2016 $9.33 $0.02
Apr 26, 2016 $9.31 $0.06
Apr 25, 2016 $9.25 -$0.02
Apr 22, 2016 $9.27 -$0.01
Apr 21, 2016 $9.28 -$0.02
Apr 20, 2016 $9.30 $0.05
Apr 19, 2016 $9.25 $0.09
Apr 18, 2016 $9.16
View All

Distribution History6

Ex-Date Distribution Reinvest NAV
Apr 28, 2016 $0.01850 $9.33
Mar 30, 2016 $0.02200 $8.85
Feb 26, 2016 $0.01790 $8.18
Jan 28, 2016 $0.01930 $8.09
Dec 30, 2015 $0.05330 $8.56
Nov 27, 2015 $0.01940 $9.15
Oct 29, 2015 $0.01940 $9.35
Sep 29, 2015 $0.02170 $8.92
Aug 28, 2015 $0.01900 $9.58
Jul 30, 2015 $0.02990 $10.02
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 History6

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 30, 2014 $0.00030 $0.00500 $10.74
Dec 30, 2013 $0.02760 $0.00100 $10.56
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. 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 

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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 (%)3as of Mar 31, 2016

Investment Grade Credit 23.75
High Yield Credit 15.31
Non-U.S. Dollar Bonds Developed Countries 14.62
Equities 14.30
Convertibles 13.43
Non-U.S. Dollar Bonds Emerging Markets 10.95
Cash/Reserves 4.99
Floating-Rate Loans 1.52
Municipals 0.78
Securitized 0.34
Preferreds 0.00
Total 100.00

Portfolio Statisticsas of Mar 31, 2016

Number of Issuers 84
Number of Holdings 98
Effective Duration 5.24 yrs.
Average Coupon 4.87%
Average Maturity 13.04 yrs.
Average Price $88.13

Credit Quality (%)3as of Mar 31, 2016

AAA 13.90
AA 3.51
A 6.55
BBB 24.48
BB 9.87
B 10.36
CCC or Lower 8.21
Not Rated 3.83
Equity 14.30
Cash 4.99
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.

Currency Exposure (%)as of Mar 31, 2016

United States Dollar 73.88
Canadian Dollar 8.58
Australian Dollar 4.41
Mexican Peso 3.88
New Zealand Dollar 2.14
Indian Rupee 2.11
Brazilian Real 1.82
Indonesian Rupiah 1.59
Malaysian Ringgit 1.59
Euro 0.00

Assets by Country (%)as of Mar 31, 2016

United States 59.25
Canada 13.81
Brazil 5.70
Australia 5.12
Mexico 4.49
Colombia 2.59
Peru 1.72
Malaysia 1.59
Ecuador 1.36
Other 3.13
View All

Maturity Distribution (%)7as of Mar 31, 2016

Less Than 1 Year 0.33
1 To 3 Years 14.42
3 To 5 Years 14.06
5 To 10 Years 30.46
10 To 20 Years 7.27
20 To 30 Years 33.31
More Than 30 Years 0.15
Total 100.00

Fund Holdings3,8as of Feb 29, 2016

Holding Coupon Rate Maturity Date % of Net Assets
EV Cash Reserves Fund 0.12% 02/29/2016 5.43%
Brazil Notas do Tesouro Nacional Serie F 10.00% 01/01/2021 3.71%
Lennar Corp 3.25% 11/15/2021 2.94%
Rowan Cos Inc 5.40% 12/01/2042 2.80%
Petrobras Global Finance BV 5.63% 05/20/2043 2.67%
Canadian Government Bond 0.75% 03/01/2021 2.61%
Canada Housing Trust No 1 3.80% 06/15/2021 2.56%
CalAtlantic Group Inc 1.25% 08/01/2032 2.31%
Chart Industries Inc 2.00% 08/01/2018 2.26%
Jefferies Group LLC 6.50% 01/20/2043 2.14%
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 

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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

Commentary

A Word On The Markets as of Dec 31, 2015

The surge in investors' appetite for risk in October proved to be short-lived; markets sold off into year-end as investors focused on lower commodity prices (particularly oil), renewed Chinese renminbi depreciation, high-yield credit jitters, and various political, geopolitical and central bank events. Perhaps the most impactful occurrence was the move by the Federal Open Market Committee (FOMC) to unanimously vote to raise the federal funds target range by 25 basis points. This watershed move was in recognition that the persistent economic headwinds following the financial crisis, which had weighed heavily on domestic aggregate demand, have largely dissipated. The Fed said that "normalization of the level of the federal funds rate" will likely unfold in "only gradual increases" as to not appear too threatening to investors, business decision makers and consumers.

The U.S. debt markets reacted with limited damage, as yields generally rose and credit spreads widened. The 10-year Treasury yield increased by 24 basis points (bps), while 2-year note yields were 42bps higher, resulting in a bear-flattening in the yield curve. Over the quarter, high-yield credit spreads widened by 32bps, as the BofA Merrill Lynch High Yield Index9 returned -2.17% for the quarter. Likewise, floating-rate loans had negative returns, as the S&P/LSTA Leverage Loan Index10 returned -2.10%. And though emerging markets experienced currency appreciation (the JPMorgan EMBI+11 returned 1.77%), local bonds (as measured by the JPMorgan GBI EM GD)12 returned -0.01%.

Acknowledging the deftness with which the Fed has continually communicated their intentions to bond investors, the Merrill Lynch MOVE Index (Merrill Option Volatility Estimate)13 was lower by 13 points to end the year at 68, placing it more than a full standard deviation from its historical long-term average of 98.

Performance Summary 

Eaton Vance Bond Fund (the Fund) underperformed its benchmark, the Barclays U.S. Government/Corporate Bond Index (the Index)14, at net asset value (NAV) for the quarter.

  • Asset allocation into sectors not included in the Index proved the largest detractor to the Fund's relative investment performance to the Index. High-yield credit, convertibles and preferreds weighed on relative performance, as investors favored more liquid sectors.
  • The Fund's holdings in commodity-related companies (energy issues in particular) also significantly hurt relative performance, as commodities indexes continued to fall. The Bloomberg Commodities Index15 declined by over 10% during the quarter with oil, its largest component, down over 18% for the three months.

Historic Returns (%)as of Dec 31, 2015

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV -5.55 -4.00 -17.24 -17.24 -1.89
Fund w/Max Sales Charge -10.08 -8.56 -21.14 -21.14 -3.52
Barclays U.S. Government/Credit Bond Index1 -0.43 -0.74 0.15 0.15 1.21 3.39 1.52
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 or equal to one year is cumulative. Max Sales Charge: 4.75%.

Fund Factsas of Dec 31, 2015

Class A Inception 01/31/2013
Expense Ratio2 0.95%

Contributors 

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

  • Floating-rate loans, non-U.S. dollar-denominated debt in emerging markets, non-U.S. dollar-denominated debt in developed countries and common stocks all contributed to relative performance versus the Index.
  • Holdings of bonds in foreign currencies of New Zealand, Brazil and Indonesia benefited the Fund's relative performance, as these currencies appreciated against the US dollar.
  • Several issuers in the telecommunications and technology industries generated favorable returns.

Detractors 

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

  • High-yield credits and convertible securities of energy, mining and metals companies were the main detractors to performance, as investors shunned commodity-related investments.
  • Prices of preferred stocks of financial institutions also sank as it became apparent to investors the Fed was going to finally begin its long-awaited tightening cycle to normalize short-term interest rates.

Investment Outlook And Fund Positioning 

The Fund's management views October as a likely preview to 2016, even though November and December have frustratingly proven otherwise. Our core views surrounding better global economic growth, increased bond market volatility and challenged traditional credit, prepayment and interest rate risks remain unchanged. Indeed, we feel the untapped value in the Fund is exceedingly underpriced and we remain confident in our security selections.

The Fed's first interest rate hike is now behind us, so no longer do we have to debate when lift-off occurs. Rather, the strength of the domestic economy and likelihood of headline increases in reported inflation are becoming apparent. If history is a guide, it is likely the capital markets (led by the Fed) will underestimate the underlying momentum in growth, inflation and ultimately short-term interest rate increases. We anticipate similar steps will follow in other large-block economies such as the European community, China and Japan as data converges to paint a picture that quantitative easing policies are working. This should benefit commodity-related companies while softening the value of the U.S. dollar relative to select currencies.

Dispersion in credit valuations is as wide as it has been since the financial crisis. Increased dispersion and climbing volatility are precisely the conditions in which active management thrives. While feared by many, these are the conditions the Fund's management embraces. Intrinsic value is present in all of the securities we own while we strongly believe now is a time to look nothing like the Index.

Credit Quality (%)3as of Dec 31, 2015

AAA 9.33
AA 2.03
A 5.36
BBB 22.38
BB 14.85
B 13.33
CCC or Lower 9.61
Not Rated 1.61
Equity 16.63
Cash 4.87
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.

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 

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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

Attribution available in Fund Literature tab.

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 

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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
Kathleen C. Gaffney, CFA

Kathleen C. Gaffney, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2012

Kathleen Gaffney is a vice president of Eaton Vance Management, co-director of investment-grade fixed income and lead portfolio manager for Eaton Vance’s multisector bond strategies. She is responsible for buy and sell decisions and portfolio construction. She joined Eaton Vance in 2012.

Kathleen began her career in the investment management industry in 1984. Before joining Eaton Vance, Kathleen was a vice president of Loomis, Sayles & Company and portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies.

Kathleen earned a B.A. from the University of Massachusetts, Amherst. She is a CFA charterholder. Her commentary has appeared in The Wall Street Journal, the Financial Times, Institutional Investor, Bloomberg and The New York Times, among other outlets. She has made appearances on Bloomberg TV, Bloomberg Radio and CNBC.

Education
  • B.A. University of Massachusetts, Amherst
Experience
  • Managed Fund since inception
Other funds managed
 
Biography

Henry Peabody, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2013

Henry Peabody is a vice president of Eaton Vance Management and portfolio manager for Eaton Vance’s multisector bond strategies. He is also a credit analyst with Eaton Vance’s investment-grade fixed-income team, supporting core investment-grade, cash management and multisector products. He joined Eaton Vance in 2013.

Henry began his career in the investment management industry in 2001. Before joining Eaton Vance, he was a credit analyst with Merganser Capital Management. He was previously affiliated with Emerson Investment Management.

Henry earned a B.A. from Trinity College and an MBA from the Carroll School of Management at Boston College. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.A. Trinity College
  • M.B.A. Boston College
Experience
  • Managed Fund since 2014
 

Literature

Literature

Fact Sheet

Commentary

Attribution

Annual Report

Full Prospectus

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

Eaton Vance Launches New Eaton Vance Bond Fund with Lead Manager Kathleen Gaffney, CFA

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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