Overview

Growth of $10,000

10-year period ended 12/31/2015

  • Class A at NAV

Average Annual Returns (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
01/31/2016
Fund at NAV -4.73 -5.69 -4.73 -3.55 8.74 8.10 4.80
Fund w/Max Sales Charge -10.22 -11.09 -10.22 -9.11 6.62 6.82 4.18
Russell 1000 Value Index1 -5.17 -6.85 -5.17 -5.00 8.79 9.60 5.19
12/31/2015
Fund at NAV -1.76 6.58 -1.08 -1.08 12.39 9.44 5.64
Fund w/Max Sales Charge -7.39 0.42 -6.76 -6.76 10.19 8.15 5.02
Russell 1000 Value Index1 -2.15 5.64 -3.83 -3.83 13.08 11.27 6.15
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 FactsJan 31, 2016

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $3.1B
Minimum Investment $1000
Expense Ratio2 1.01%
CUSIP 277905808

Top 10 Holdings (%)3,4Dec 31, 2015

General Electric Co
Johnson & Johnson
Wells Fargo & Co
United Technologies Corp
Chevron Corp
JPMorgan Chase & Co
Credit Suisse Group AG
Occidental Petroleum Corp
Medtronic PLC
Citigroup Inc
Total 31.95

Portfolio Management

Edward J. Perkin, CFA Managed Fund since 2014
John D. Crowley Managed Fund since 2009

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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

Average Annual Returns (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
01/31/2016
Fund at NAV -4.73 -5.69 -4.73 -3.55 8.74 8.10 4.80
Fund w/Max Sales Charge -10.22 -11.09 -10.22 -9.11 6.62 6.82 4.18
Russell 1000 Value Index1 -5.17 -6.85 -5.17 -5.00 8.79 9.60 5.19
Morningstar™ Large Value Category5 -5.29 -7.59 -5.29 -5.71 7.58 8.08 4.66
12/31/2015
Fund at NAV -1.76 6.58 -1.08 -1.08 12.39 9.44 5.64
Fund w/Max Sales Charge -7.39 0.42 -6.76 -6.76 10.19 8.15 5.02
Russell 1000 Value Index1 -2.15 5.64 -3.83 -3.83 13.08 11.27 6.15
Morningstar™ Large Value Category5 -2.49 4.73 -4.05 -4.05 11.63 9.75 5.59
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 (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 18.81 9.99 -34.47 17.01 10.05 -4.48 15.77 29.34 10.96 -1.08
Russell 1000 Value Index1 22.25 -0.17 -36.85 19.69 15.51 0.39 17.51 32.53 13.45 -3.83

Fund Facts

Expense Ratio2 1.01%
Class A Inception 09/23/1931
Distribution Frequency Quarterly

Risk Measures (3 Year)6Jan 31, 2016

Alpha (%) 0.38
Beta 0.95
R-Squared (%) 96.14
Standard Deviation (%) 10.57
Sharpe Ratio 0.82

Morningstar™ RatingsJan 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall *** *** 1190
3 Years *** **** 1190
5 Years ** *** 1040
10 Years *** *** 757
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
Feb 05, 2016 $15.43 $-0.22
Feb 04, 2016 $15.65 $0.01
Feb 03, 2016 $15.64 $0.09
Feb 02, 2016 $15.55 $-0.28
Feb 01, 2016 $15.83 $-0.07
Jan 29, 2016 $15.90 $0.41
Jan 28, 2016 $15.49 $0.08
Jan 27, 2016 $15.41 $-0.03
Jan 26, 2016 $15.44 $0.24
Jan 25, 2016 $15.20 $-0.25

Distribution History7

Ex-Date Distribution Reinvest NAV
Dec 17, 2015 $0.06000 $16.57
Sep 09, 2015 $0.06000 $17.18
Jun 09, 2015 $0.06000 $18.72
Mar 10, 2015 $0.08000 $18.52
Dec 16, 2014 $0.08000 $17.98
Sep 09, 2014 $0.08000 $25.91
Jun 10, 2014 $0.08000 $25.49
Mar 11, 2014 $0.08000 $24.36
Dec 19, 2013 $0.04630 $23.39
Sep 10, 2013 $0.06460 $22.82
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 History7

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 17, 2015 $0.05650 $1.26980 $16.57
May 21, 2015 $0.25320 $19.18
Dec 16, 2014 $0.31320 $6.85430 $17.98
Dec 19, 2013 $0.99290 $23.39
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 invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 (%)4,8Dec 31, 2015

U.S. Common Stocks 83.02
Foreign Common Stocks 11.53
Real Estate Investment Trust 4.22
Cash 1.23
Total 100.00

Portfolio StatisticsDec 31, 2015

Average Market Cap $107.3B
Price/Earnings Ratio 16.56
Number of Holdings 58
Price/Book Ratio 1.96

GICS Sector Breakdown (%)4Dec 31, 2015

Sector Fund Russell 1000 Value Index1
Consumer Discretionary 2.25 5.18
Consumer Staples 7.30 7.03
Energy 13.04 12.25
Financials 31.90 30.35
Health Care 13.85 11.93
Industrials 11.45 10.36
Information Technology 7.29 11.55
Materials 3.49 2.64
Telecom Services 2.14 2.53
Utilities 6.05 6.19
Cash 1.23 0.00

Market Cap Breakdown (%)4,9Dec 31, 2015

> $150 Billion 29.88
$50-150 Billion 23.05
$15-50 Billion 31.36
$5-15 Billion 14.04
$1.5-5 Billion 1.67
< $1.5Billion 0.00

Fund Holdings (%)4,10Dec 31, 2015

Holding % of Net Assets
General Electric Co 4.53%
Johnson & Johnson 3.75%
Wells Fargo & Co 3.60%
United Technologies Corp 3.31%
Chevron Corp 3.13%
JPMorgan Chase & Co 3.05%
Credit Suisse Group AG 2.84%
Occidental Petroleum Corp 2.68%
Medtronic PLC 2.65%
Citigroup Inc 2.39%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 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 Large-Cap Value Fund (the Fund) outperformed its benchmark, the Russell 1000 Value Index (the Index)1, for the quarter ended December 31, 2015, returning 6.69% for Class I shares at net asset value versus the Index's 5.64% return.

  • The Fund's outperformance versus the Index was primarily due to stock selection, while sector allocation also had a modest positive impact.
  • Among U.S. large-cap equities, growth stocks generally outpaced value stocks during the quarter. Looking through the quality lens, there was little dispersion between higher-quality and lower-quality stocks, as measured by Standard & Poor's.
  • In a quarter that saw equities broadly advance, all 10 economic sectors within the Index moved higher. The best-performing Index sectors were industrials, information technology and materials, while the weakest were utilities, consumer discretionary and energy.

Average Annual Returns (%)Dec 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.76 6.58 -1.08 -1.08 12.39 9.44 5.64
Fund w/Max Sales Charge -7.39 0.42 -6.76 -6.76 10.19 8.15 5.02
Russell 1000 Value Index1 -2.15 5.64 -3.83 -3.83 13.08 11.27 6.15
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 FactsDec 31, 2015

Class A Inception 09/23/1931
Expense Ratio2 1.01%

Contributors 

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

  • Stock selection was positive in eight of the 10 sectors in which the Fund was invested. Selection in industrials provided the largest boost to the Fund's relative performance during the quarter. Selection gains were also notable in the information technology, health care and materials sectors.
  • At the individual stock level, a position in industrial conglomerate General Electric (GE) was the Fund's top contributor to relative performance. Shares of GE advanced in the fourth quarter as investors appeared to reward the company's divestment of its financial services arm and its renewed focus on industrial businesses.
  • Amid the Fund's technology holdings, Microsoft stood out as a positive contributor in the fourth quarter. The software and services giant has seen improving results under its new CEO, Satya Nadella, who has focused efforts on cloud computing and services.
  • Other top individual contributors included the Fund's positions in Swiss-based agriculture firm Syngenta and grocery store chain Kroger.

Detractors 

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

  • Stock selection in the energy and (to a lesser degree) consumer discretionary sectors detracted from the Fund's relative performance during the quarter.
  • The Fund's exposures within the energy sector served as the primary drag on relative performance during the quarter. Looking at individual positions, three predominantly North American oil and gas producers (EOG Resources, Range Resources and Anadarko Petroleum) were meaningful detractors from performance relative to the Index. These stocks suffered as commodity prices remained under pressure and sentiment continued to be a challenge.
  • An out-of-Index position in multinational financial services firm Credit Suisse Group dampened relative Fund performance. Credit Suisse shares were pressured during the quarter, as the firm underwent a capital raise.

Investment Outlook And Fund Positioning 

Another quarter of dramatic market action provided ample opportunity to uncover new ideas and make adjustments to the portfolio.

Two noteworthy positions that were initiated during the quarter included Allergan and Synchrony Financial. We entered a position in pharmaceutical company Allergan, as we saw good value and believe the company will produce solid earnings growth driven by strong franchises in aesthetics and ophthalmology, markets in which the firm is #1 and #2 globally, respectively. Like many other financial services stocks, Synchrony Financial has gone through a period of underperformance that we believe presented an opportunity. Synchrony is the largest player in the private label credit card space, with a market share north of 40%.

We made some shifts within the energy sector during the quarter. We exited a long-term position in oil refiner Phillips 66. Refining names outperformed meaningfully in 2015, as crude oil prices fell and product demand, especially for gasoline, strengthened. We added to some exploration and production (E&P) holdings during the quarter. We also sold our position in Simon Property Group during the quarter, the largest real estate company in the world. The stock has appreciated meaningfully, so we took the opportunity to shift into another real estate investment trust (REIT), Federal Realty Investment Trust, where the risk/ reward tradeoff appeared to be more attractive.

In terms of sector weightings, the portfolio was overweight health care and financials as of quarter-end, while it was underweight information technology and utilities. Many equity investors focus on the next quarter or the next year. As a result, stock prices do a decent job of reflecting the near-term outlook and tend to quickly price in any change to that outlook. We have found it helpful to look beyond the 12-month forecast horizon. One way to do this is to mentally leap forward in time and imagine what will matter to markets from that point on. We think the combination of the upcoming U.S. election, evolving monetary policy and commodity prices (particularly oil) will likely have changed the calculus for investors by the end of 2016. For long-term investors, we believe this presents opportunity.

As always, we remain committed to our bottom-up, fundamental investment process. We continue to seek out leading companies that possess competitively advantaged business models, shareholder-friendly management teams and conservative balance sheets, yet which trade at a discount to what we estimate as the firm's intrinsic value. We believe that our research-driven investment process, steadfast focus on risk management and commitment to a long-term investment perspective should serve clients well as we move into 2016 and beyond.

Top 10 Holdings (%)3,4Dec 31, 2015

General Electric Co 4.53
Johnson & Johnson 3.75
Wells Fargo & Co 3.60
United Technologies Corp 3.31
Chevron Corp 3.13
JPMorgan Chase & Co 3.05
Credit Suisse Group AG 2.84
Occidental Petroleum Corp 2.68
Medtronic PLC 2.65
Citigroup Inc 2.39
Total 31.95

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 invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 AttributionDec 31, 2015

Fund Russell 1000 Value 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 2.27 -4.27 -0.12 5.28 1.09 0.07 0.14 -0.16 -0.01
Consumer Staples 7.55 9.33 0.72 6.80 6.04 0.42 0.01 0.22 0.23
Energy 13.49 -3.50 -0.39 13.10 0.04 0.15 -0.07 -0.46 -0.53
Financials 30.88 5.35 1.56 30.10 5.21 1.49 0.00 0.06 0.06
Health Care 14.13 10.16 1.37 11.63 7.87 0.88 0.07 0.31 0.38
Industrials 10.90 15.17 1.62 10.29 10.68 1.04 0.05 0.44 0.49
Information Technology 8.67 13.85 1.30 11.54 9.61 1.05 -0.10 0.38 0.28
Materials 3.62 16.06 0.56 2.75 8.59 0.25 0.04 0.24 0.28
Telecom Services 2.05 7.60 0.15 2.46 6.73 0.17 0.00 0.02 0.02
Utilities 5.40 3.41 0.12 6.05 1.54 0.11 0.14 0.05 0.19
Cash 1.05 0.03 0.00 0.00 0.00 0.00 -0.12 0.00 -0.12
Total 100.00 6.89 6.89 100.00 5.63 5.63 0.16 1.10 1.26
1 Year Attribution
Consumer Discretionary 3.72 -15.96 -0.31 5.97 -5.85 -0.26 0.12 -0.25 -0.13
Consumer Staples 7.88 32.17 2.20 7.01 -2.53 -0.15 -0.06 2.40 2.34
Energy 12.14 -23.16 -3.37 12.12 -23.46 -3.16 -0.06 -0.08 -0.14
Financials 29.53 1.28 0.27 29.96 -0.89 -0.43 -0.01 0.59 0.58
Health Care 13.33 5.17 0.70 13.11 7.81 1.05 -0.11 -0.36 -0.47
Industrials 10.01 5.21 0.57 10.19 0.76 0.10 -0.01 0.45 0.44
Information Technology 9.96 4.51 0.36 10.30 -5.01 -0.39 -0.16 1.01 0.85
Materials 4.30 -6.63 -0.39 2.94 -11.45 -0.33 -0.19 0.18 -0.01
Telecom Services 2.26 3.61 0.11 2.29 4.28 0.08 -0.01 0.03 0.03
Utilities 5.76 -2.55 -0.30 6.09 -5.36 -0.34 0.10 0.13 0.23
Cash 1.12 0.04 0.00 0.00 0.00 0.00 -0.05 0.00 -0.05
Total 100.00 -0.16 -0.16 100.00 -3.84 -3.84 -0.43 4.10 3.68

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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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
Edward J. Perkin, CFA

Edward J. Perkin, CFA

Vice President, Chief Equity Investment Officer
Eaton Vance Management
Joined Eaton Vance 2014

Eddie Perkin is a vice president of Eaton Vance Management, chief equity investment officer and team leader of Eaton Vance’s value team. Additionally, he serves as lead portfolio manager of Eaton Vance’s Large-Cap Value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s large-cap value equity portfolios. He is head of the firm’s Equity Strategy Committee. He joined Eaton Vance in April 2014.

Eddie began his career in the investment management industry in 1995. Before joining Eaton Vance, he served as chief investment officer (international and emerging-market equity) as well as managing director/portfolio manager (Europe, EAFE and global) at Goldman Sachs Asset Management (GSAM) in London. Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM’s U.S. value equity team in New York. Eddie was previously associated with FISERV and American Retirement Insurance Services.

Eddie earned a B.A. from the University of California, Santa Barbara, and an MBA from Columbia Business School. He is a CFA charterholder and is a member of the board of directors of Junior Achievement of Northern New England.

Education
  • B.A. University of California, Santa Barbara
  • M.B.A. Columbia University
Experience
  • Managed Fund since 2014
Biography
John D. Crowley

John D. Crowley

Vice President, Eaton Vance Management
Joined Eaton Vance 1998

John Crowley is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s value team. In addition, he serves as lead portfolio manager of Eaton Vance’s focused value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s value equity strategies. He is a member of the firm’s Equity Strategy Committee. He began his career in the investment management industry with Eaton Vance in 1998.

John earned a B.A. and an M.A. from The Catholic University of America and an MBA from Babson College. He is a member of the CFA Institute and the Boston Security Analysts Society.

Education
  • B.A.,M.A. Catholic University of America
  • M.B.A. F.W. Olin Graduate School of Business, Babson College
Experience
  • Managed Fund since 2009

Literature

Literature

Fact Sheet

Commentary

Attribution

Annual Report

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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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

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    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, 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 advisory, administrative and service contracts, and other risks.

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