Overview

Growth of $10,000

Since Fund inception ended 03/31/2016

  • Class A at NAV

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
04/30/2016
Fund at NAV 0.46 5.30 -2.98 -1.28 13.16 9.86 10.11
Fund w/Max Sales Charge -5.32 -0.78 -8.55 -6.97 10.96 8.56 8.85
Russell 1000 Growth Index1 -0.91 5.72 -0.18 1.07 12.46 11.42 12.08
03/31/2016
Fund at NAV 6.95 -3.42 -3.42 -2.84 13.09 10.37 10.18
Fund w/Max Sales Charge 0.79 -8.97 -8.97 -8.44 10.88 9.07 8.91
Russell 1000 Growth Index1 6.74 0.74 0.74 2.52 13.60 12.36 12.49
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: 5.75%.

Fund Factsas of Mar 31, 2016

Class A Inception 03/07/2011
Investment Objective Long-term capital growth
Total Net Assets $185.1M
Minimum Investment $1000
Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%
CUSIP 277902565

Top 10 Holdings (%)4,5as of Mar 31, 2016

Alphabet Inc
Facebook Inc
Amazon.com Inc
Lowe's Cos Inc
Apple Inc
Visa Inc
Charles Schwab Corp
Walt Disney Co
Fortune Brands Home & Security Inc
Newell Rubbermaid Inc
Total 41.17

Portfolio Management

Lewis R. Piantedosi Managed Fund since inception
Yana S. Barton, 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 performance is sensitive to stock market volatility. 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

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 6.95 -3.42 -3.42 -2.84 13.09 10.37 10.18
Fund w/Max Sales Charge 0.79 -8.97 -8.97 -8.44 10.88 9.07 8.91
Russell 1000 Growth Index1 6.74 0.74 0.74 2.52 13.60 12.36 12.49
Morningstar™ Large Growth Category6 6.17 -2.45 -2.45 -2.37 11.07 9.88
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 18.78 33.27 14.20 6.44
Russell 1000 Growth Index1 9.07 11.81 -38.44 37.21 16.71 2.64 15.26 33.48 13.05 5.67

Fund Facts

Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%
Class A Inception 03/07/2011
Distribution Frequency Annually

Risk Measures (3 Year)7as of Apr 30, 2016

Beta 1.07
R-Squared (%) 90.65
Standard Deviation (%) 13.36
Sharpe Ratio 0.98

Morningstar™ Ratingsas of Mar 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall *** *** 1524
3 Years *** **** 1524
5 Years *** *** 1315
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.

© 2015 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
May 04, 2016 $15.13 -$0.09
May 03, 2016 $15.22 -$0.22
May 02, 2016 $15.44 $0.14
Apr 29, 2016 $15.30 -$0.02
Apr 28, 2016 $15.32 -$0.13
Apr 27, 2016 $15.45 -$0.04
Apr 26, 2016 $15.49 $0.00
Apr 25, 2016 $15.49 -$0.03
Apr 22, 2016 $15.52 -$0.07
Apr 21, 2016 $15.59 $0.01
View All

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
May 21, 2015 $0.19860 $16.01
Dec 11, 2014 $0.12140 $0.23510 $14.83
Sep 09, 2014 $0.17670 $14.89
Dec 12, 2013 $0.10420 $0.20050 $13.10
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 performance is sensitive to stock market volatility. 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 (%)5,9as of Mar 31, 2016

U.S. Common Stocks 95.01
Foreign Common Stocks 4.21
Cash 0.78
Total 100.00

Portfolio Statisticsas of Mar 31, 2016

Average Market Cap $152.7B
Price/Earnings Ratio 20.89
Number of Holdings 39
Price/Book Ratio 4.53

GICS Sector Breakdown (%)5as of Mar 31, 2016

Sector Fund Russell 1000 Growth Index1
Consumer Discretionary 20.04 21.35
Consumer Staples 12.48 11.73
Energy 1.96 0.50
Financials 3.32 5.61
Health Care 16.87 15.57
Industrials 10.73 11.07
Information Technology 33.81 28.24
Materials 0.00 3.50
Telecom Services 0.00 2.38
Utilities 0.00 0.05
Cash 0.78 0.00

Assets by Country (%)5as of Mar 31, 2016

United States 95.01
Netherlands 2.51
Singapore 1.70
Cash & Other Assets 0.78
Total 100.00

Fund Holdings (%)5,10as of Mar 31, 2016

Holding % of Net Assets
Alphabet Inc - CL C 6.97%
Facebook Inc 5.18%
Amazon.com Inc 4.76%
Lowe's Cos Inc 4.48%
Apple Inc 4.13%
Visa Inc 3.34%
Charles Schwab Corp 3.27%
Walt Disney Co 3.19%
Fortune Brands Home & Security Inc 2.97%
Newell Brands Inc 2.89%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. 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

Commentary

A Word On The Markets as of Dec 31, 2015

Major stock markets worldwide recorded gains for the fourth quarter of 2015, despite a spike in volatility late in the period.

U.S. stocks began the three-month period on the upswing, buoyed by positive economic data. In addition to continued gains in the U.S. job market, other indicators, including housing and auto sales, also showed strength. Expressing confidence in the economy, the U.S. Federal Reserve (Fed) made its long-anticipated move in mid-December 2015, raising interest rates for first time since June 2006. After initially advancing following the Fed announcement, U.S. stocks fell back amid renewed concerns about sluggish global economic growth, falling energy prices and weak corporate profits. In particular, the strong U.S. dollar constrained profits for many multinational firms. While consumer spending rose during the quarter, it failed to meet some expectations for a spending surge driven by savings at the gas pump. In the final month of the period, equity market volatility increased markedly amid weak commodity prices and uncertainty over future interest rates. Globally, China's economic slowdown and falling energy prices weighed on other world economies, particularly large emerging markets such as South Korea, Brazil and South Africa.

Despite the late-period volatility, major stock indexes finished up for the quarter. In the U.S., the Dow Jones Industrial Average11 advanced 7.70%, while the broader S&P 500 Index12 rose 7.04%. Large-cap U.S. stocks outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks in both the large- and small-cap categories. Globally, the MSCI EAFE Index13 of developed-market international equities returned 4.71% for the period, while the MSCI Emerging Markets Index14 eked out a 0.66% gain.

Performance Summary 

Eaton Vance Focused Growth Opportunities Fund (the Fund) outperformed its benchmark, the Russell 1000 Growth Index (the Index),1 for the quarter ended December 31, 2015, returning 8.82% for Class I shares at net asset value versus the Index's 7.32% return.

  • The Fund outperformed the Index due to favorable stock selection, with sector allocation making a modest positive contribution.
  • The top-performing economic sectors in the Index were health care and materials, while the weakest was energy, followed by industrials and consumer discretionary.
  • Nine of the 10 sectors in the Index posted positive returns for the quarter, with energy being the lone exception.
  • Among U.S. large-cap equities, growth stocks outperformed their value counterparts during the quarter. High-quality stocks generally performed in line with low-quality stocks.

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 -0.51 8.68 6.44 6.44 17.44 11.54
Fund w/Max Sales Charge -6.24 2.40 0.29 0.29 15.14 10.18
Russell 1000 Growth Index1 -1.47 7.32 5.67 5.67 16.83 13.53 13.00
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: 5.75%.

Fund Factsas of Dec 31, 2015

Class A Inception 03/07/2011
Expense Ratio (Gross)2 1.39%
Expense Ratio (Net)2,3 1.05%

Contributors 

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

  • Stock selection in the consumer discretionary sector contributed significantly to the Fund's performance relative to the Index. The Fund's overweight in the sector also modestly aided relative performance. In the consumer staples sector, stock selection also boosted relative Fund performance.
  • At the individual stock level, online retailer Amazon.com was the Fund's top performance contributor, as its results reflected its strong competitive positions in e-commerce and cloud computing.
  • Natural foods retailer Sprouts Farmers Market also helped relative Fund performance after reporting a strong quarter and benefitting from signs of firming in produce prices.
  • The Fund's relative performance was helped by positions in two other companies that outperformed during the period - medical products supplier Medtronic, which benefitted from its acquisition of Covidien, and Tableau Software, a rapidly growing leader in the data analytics software market.

Detractors 

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

  • Stock selection in the health care sector detracted from the Fund's performance relative to the Index. The Fund's underweight position in materials also hurt relative Fund performance.
  • At the individual stock level, Perrigo, a supplier of over-the-counter pharmaceuticals, was the biggest detractor from the Fund's relative performance, as its stock retreated after Mylan failed in its attempt to acquire the company.
  • Other notable individual detractors included the Fund's lack of a position in Microsoft, which outperformed the Index for the quarter, and Twitter, which has been affected by concerns about flat user levels.
  • The Fund's holding in rail system operator Union Pacific also hurt relative performance versus the Index, as the stock was impacted by volume declines in coal, chemicals and other product segments.

Investment Outlook And Fund Positioning 

Equity market volatility may continue in the coming months, as investors monitor conflicting trends in the U.S. and global economies. In the U.S., much attention will be on the Fed for indications regarding its next interest-rate move. While on a "gradual" trajectory, further improvement in U.S. economic data may prompt the Fed to hike rates sooner rather than later. Investors will also consider the potential impact on the U.S. economy from slowing overseas growth and continued weak oil prices. In addition, concern over slipping corporate profits is likely to keep investor focus on stock valuations, as continued dollar strength would put further pressure on U.S. multinational companies.

Overseas, prospects for near-term improvement in China's huge economy remain dim, which likely means further distress for developed and emerging markets worldwide. Investors will look for any positive signs from China's effort to move toward a more consumer-and services-driven economy.

Some significant changes to the Fund's portfolio during the quarter were in health care, where we added Johnson & Johnson and Allergan, two pharmaceutical companies that we believe offer attractive growth potential relative to their valuations, and in consumer discretionary, where we added Lowe's Companies, which we expect to benefit from a pick-up in the home improvement market. We sold health care stock AmSurg after it moved up to a price that reflected what we consider to be a fair valuation. In the consumer discretionary group, we sold Restoration Hardware and Advance Auto Parts, as we favor other holdings in that sector.

As always, our investment strategy remains focused on identifying the most promising growth companies that we believe are trading at attractive valuations, while maintaining our disciplined risk process.

Top 10 Holdings (%)4,5as of Dec 31, 2015

Alphabet Inc - CL C 6.10
Amazon.com Inc 4.80
Facebook Inc 4.34
Apple Inc 3.92
Dollar General Corp 3.24
Home Depot Inc 3.16
Visa Inc 3.13
McGraw-Hill Cos Inc 3.12
Mondelez International Inc 3.06
Bristol-Myers Squibb Co 3.01
Total 37.88

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 performance is sensitive to stock market volatility. 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 Attributionas of Dec 31, 2015

Fund Russell 1000 Growth 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 21.64 8.99 2.01 21.38 5.89 1.26 0.00 0.61 0.60
Consumer Staples 9.59 14.52 1.36 11.10 8.08 0.92 0.04 0.67 0.61
Energy 0.00 0.00 0.00 0.64 -17.19 -0.10 0.16 0.00 0.16
Financials 6.02 9.59 0.52 5.49 7.56 0.42 0.02 0.12 0.14
Health Care 19.50 7.85 1.56 16.62 9.30 1.51 0.03 -0.18 -0.18
Industrials 7.40 3.85 0.30 10.96 4.29 0.52 0.10 -0.03 0.08
Information Technology 32.35 9.84 3.15 28.20 8.43 2.30 0.07 0.37 0.52
Materials 0.00 0.00 0.00 3.56 9.24 0.34 -0.07 0.00 -0.07
Telecom Services 0.00 0.00 0.00 2.02 7.37 0.15 0.01 0.00 0.01
Utilities 0.00 0.00 0.00 0.04 6.00 0.00 0.01 0.00 0.01
Cash 3.50 0.03 0.00 0.00 0.00 0.00 -0.31 0.00 -0.31
Total 100.00 8.90 8.90 100.00 7.32 7.32 0.07 1.56 1.58
1 Year Attribution
Consumer Discretionary 20.87 22.15 4.21 20.02 11.60 2.14 0.11 1.84 2.00
Consumer Staples 7.81 -0.74 0.44 10.74 11.81 1.29 -0.16 -1.18 -0.82
Energy 0.39 -20.27 -0.19 2.56 -38.24 -0.20 0.44 -1.06 0.23
Financials 5.84 -9.17 -0.75 5.46 0.98 0.04 0.04 -0.62 -0.72
Health Care 19.44 -1.52 -0.69 15.89 6.77 0.67 0.07 -1.31 -1.55
Industrials 8.36 -13.70 -1.13 11.37 -6.00 -0.66 0.29 -0.80 -0.28
Information Technology 31.96 19.28 5.90 28.04 9.20 2.55 0.24 2.63 3.13
Materials 1.52 -19.22 -0.45 3.79 -6.82 -0.24 0.26 -0.46 -0.02
Telecom Services 0.00 0.00 0.00 2.07 2.98 0.08 0.06 0.00 0.06
Utilities 0.00 0.00 0.00 0.06 -12.77 -0.01 0.02 0.00 0.02
Cash 3.80 0.04 0.00 0.00 0.00 0.00 -0.37 0.00 -0.37
Total 100.00 7.34 7.34 100.00 5.66 5.66 0.99 -0.95 1.68

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: 5.75%.

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 performance is sensitive to stock market volatility. 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
Lewis R. Piantedosi

Lewis R. Piantedosi

Vice President, Eaton Vance Management
Joined Eaton Vance 1999

Lewis Piantedosi is a vice president of Eaton Vance Management, portfolio manager and team leader of Eaton Vance’s growth team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 1993.

Lew began his career in the investment management industry with Eaton Vance, where he worked for three years. He then served as partner, portfolio manager and equity analyst with Freedom Capital Management for another three years before rejoining Eaton Vance in 1999.

Lew earned a B.A. from Framingham State College and an MBA from Bentley University.

Education
  • B.A. Framingham State College
  • M.B.A McCallum Graduate School of Business, Bentley College
Experience
  • Managed Fund since inception
Biography
Yana S. Barton, CFA

Yana S. Barton, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1997

Yana Barton is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Florida
Experience
  • Managed Fund since inception

Literature

Literature

Fact Sheet

Commentary

Attribution

Annual Report

Full Prospectus

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

Invest in tomorrow today

SAI

Semi-Annual Report

Summary Prospectus

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    Symbol:  

    NAV as of