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 Apr 30, 2016

Class A Inception 03/07/2011
Investment Objective Long-term capital growth
Total Net Assets $184.4M
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
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
Morningstar™ Large Growth Category6 -0.21 4.72 -2.69 -2.51 10.63 9.24
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
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 0.26
Information Ratio 0.17
R-Squared (%) 24.24
Standard Deviation (%) 13.36
Sharpe Ratio 0.98

Morningstar™ Ratingsas of Apr 30, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall *** *** 1476
3 Years *** **** 1476
5 Years *** *** 1296
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 27, 2016 $15.71 $0.04
May 26, 2016 $15.67 $0.03
May 25, 2016 $15.64 $0.10
May 24, 2016 $15.54 $0.22
May 23, 2016 $15.32 -$0.04
May 20, 2016 $15.36 $0.13
May 19, 2016 $15.23 -$0.04
May 18, 2016 $15.27 $0.04
May 17, 2016 $15.23 -$0.15
May 16, 2016 $15.38 $0.15
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 Mar 31, 2016

Global equities finished a turbulent first quarter of 2016 with mixed returns after bouncing back from sharp losses early in the period.

In the U.S., stocks slid in January 2016, as worries about falling oil prices, declining interest rates and weakening global growth raised fears of a possible recession. Investor concern focused particularly on China's slowing economy and its potential impact on economies worldwide. The adoption of negative interest rates in Japan added to the specter of an impending global recession.

In mid-February, however, U.S. stocks began a strong rebound that overcame the earlier setbacks. Coinciding with the move was a turnaround in crude oil prices, which rose during the second half of the three-month period. The equity market rally got a further boost in March from the U.S. Federal Reserve (Fed), when it held interest rates steady and pared back plans for future rate hikes.

The U.S. labor market remained a bright spot throughout the period. Strong job creation data for February helped power the stock market rally into March. After stalling in late March, the rally resumed near quarter-end following Fed President Janet Yellen's comments reiterating her support for slower interest-rate hikes.

For the full three-month period, the Dow Jones Industrial Average.11 delivered a total return of 2.20%, while the broader S&P 500 Index12, rose 1.35%. The technology-laden NASDAQ Composite Index13 fell -2.75%.

Overseas equity markets followed a similarly turbulent pattern during the quarter amid concerns about sluggish growth and China's economic weakness. The MSCI World Index14, a proxy for global equities, lost -0.35%, while the MSCI EAFE Index15 of developed-market international stocks declined -3.01%. Emerging markets were notable outperformers for the period, with the MSCI Emerging Markets Index16 advancing 5.71%.

Performance Summary 

Eaton Vance Focused Growth Opportunities Fund (the Fund) underperformed its benchmark, the Russell 1000 Growth Index (the Index)1, for the quarter ended March 31, 2016, returning -3.45% for Class I shares at net asset value versus the Index's 0.74% return.

  • The Fund underperformed the Index largely due to unfavorable stock selection. Overall, sector allocation also detracted from relative Fund performance versus the Index.
  • The top-performing economic sectors in the Index were telecommunication services, utilities and consumer staples, while the weakest-performing Index sectors were health care, energy and financials.
  • Eight of the 10 sectors in the Index posted positive returns for the quarter, while the Fund posted positive returns in three of the seven sectors in which it was invested.
  • Among U.S. large-cap equities, value stocks outperformed growth stocks during the quarter. Low-quality stocks generally outperformed high-quality stocks in the period.

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
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
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:

  • Energy was the Fund's best-performing sector relative to the Index, primarily due to stock selection. The consumer staples sector also contributed to performance versus the Index, thanks to favorable stock selection, along with an overweight in the outperforming sector. At the industry level, the food products and food & staples retailing groups notably outperformed in the three-month period. Led by the machinery industry, the industrials sector contributed to relative Fund performance versus the Index, thanks to favorable stock selection.
  • The Fund's top individual stock contributor was pet food company Blue Buffalo Pet Products Inc., which reported higher profit margins and market share gains during the quarter.
  • Discount retailer Dollar General Corp. was also among the Fund's leading individual stocks for the three-month period after it reported strong financial results.
  • In the industrials sector, lawn and landscape equipment manufacturer Toro Co. outperformed amid rising demand for its riding lawn mowers and other products.

Detractors 

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

  • The Fund's worst-performing sector versus the Index was information technology, due to stock selection. The financials sector also detracted from relative performance versus the Index, due largely to adverse stock selection, particularly in the capital markets industry. Stock selection in the consumer discretionary sector also detracted from performance relative to the Index.
  • At the individual stock level, data management software company Tableau Software, Inc. was the largest detractor from the Fund's relative performance versus the Index. The company reported disappointing results amid growing competition during the period.
  • In the financials sector, global investment bank Credit Suisse also detracted from performance versus the Index. The stock was hurt by fears of a global economic slowdown during the period, as well as regulatory issues.
  • Amid uncertainty about its business plan and growth prospects, social media company Twitter, Inc. was also among the Fund's individual stock laggards in the quarter.

Investment Outlook And Fund Positioning 

Global economic developments, interest rates and commodity prices are among the factors that will determine how stocks fare in the months ahead.

In deciding when to raise interest rates again, the Fed is likely to consider both the state of the U.S. economy and the broader global picture. Continued employment gains in the U.S., especially if accompanied by other positive economic indicators, could prompt the Fed to raise rates faster than expected. Yet, even with a strengthening U.S. economy, persistent weakness overseas could lead the Fed to stick with its more gradual course.

Investors will be closely watching crude oil prices after their rebound in March 2016. A return to falling oil prices could put pressure on global equites, especially emerging-market stocks. Corporate earnings will also be on many investors' radar amid warnings of a profits squeeze.

Changes to the Fund's portfolio during the quarter included the addition of Devon Energy in the energy sector. After having no energy holdings for over a year, we felt that the year-long sell-off oil in prices was likely to rebound and that Devon presented a good buying opportunity as an undervalued stock in a recovering oil environment. In the financials sector, we sold Credit Suisse and added Charles Schwab. We took a loss on Credit Suisse, as we believed that its turnaround was likely to be much more difficult than we had originally anticipated. We used the proceeds from that sale to opportunistically buy Schwab, as the early-year market sell-off had created a compelling reward-to-risk opportunity for the stock. We sold food products giant Mondelez International in the consumer staples sector after it reached a price that reflected what we consider fair value. Also in consumer staples, we bought Pinnacle Foods, a collection of well-known brands, which became oversold, in our view, following a senior management change.

As always, our investment process remains focused on identifying the most promising growth companies that appear to be trading at attractive valuations, while maintaining our disciplined risk parameters.

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

Alphabet Inc 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 Rubbermaid Inc 2.89
Total 41.17

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 Mar 31, 2016

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 20.25 -2.71 -0.47 21.24 1.37 0.33 0.03 -0.83 -0.80
Consumer Staples 11.99 6.30 0.85 11.89 5.68 0.73 0.04 0.12 0.16
Energy 0.86 30.38 0.50 0.49 -8.01 -0.05 0.10 0.30 0.39
Financials 3.71 -22.23 -1.38 5.52 1.23 0.05 0.00 -1.14 -1.14
Health Care 18.29 -8.73 -1.78 16.31 -8.98 -1.73 -0.20 0.10 -0.10
Industrials 10.29 5.65 0.93 10.90 4.54 0.54 -0.02 0.09 0.07
Information Technology 32.38 -5.46 -1.90 27.83 1.45 0.39 0.03 -2.38 -2.35
Materials 0.00 0.00 0.00 3.44 2.54 0.09 -0.05 0.00 -0.05
Telecom Services 0.00 0.00 0.00 2.33 16.71 0.38 -0.32 0.00 -0.32
Utilities 0.00 0.00 0.00 0.05 10.61 0.01 0.01 0.00 0.01
Cash 2.23 0.07 0.00 0.00 0.00 0.00 0.15 0.00 0.15
Total 100.00 -3.24 -3.24 100.00 0.74 0.74 -0.24 -3.74 -3.98
1 Year Attribution
Consumer Discretionary 21.12 8.66 1.89 20.65 8.10 1.62 0.13 0.12 0.25
Consumer Staples 8.71 4.61 1.13 11.05 13.56 1.57 -0.10 -0.33 -0.42
Energy 0.39 21.21 0.46 1.61 -44.98 -0.40 0.50 0.26 0.76
Financials 5.34 -22.68 -1.48 5.47 1.46 0.05 0.03 -1.22 -1.20
Health Care 19.47 -16.66 -3.82 16.34 -9.11 -2.07 -0.24 -1.64 -1.88
Industrials 8.63 -13.15 -0.58 11.11 -2.04 -0.17 0.17 -0.92 -0.74
Information Technology 32.19 2.49 0.70 27.95 6.41 1.79 0.20 -1.35 -1.15
Materials 0.95 -14.97 -0.30 3.66 -5.85 -0.22 0.17 -0.11 0.06
Telecom Services 0.00 0.00 0.00 2.11 14.37 0.34 -0.24 0.00 -0.24
Utilities 0.00 0.00 0.00 0.05 2.37 0.00 0.02 0.00 0.02
Cash 3.20 0.11 0.00 0.00 0.00 0.00 0.03 0.00 0.03
Total 100.00 -2.00 -2.00 100.00 2.52 2.52 0.67 -5.19 -4.52

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.

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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