Overview

Over the last 10 years, Large-Cap Value Fund has generated excess returns over its peers with less volatility.1

For the 10-year period ended 9/30/14.

  • A Shares at NAV
  • Morningstar Large Value Category Average

Average Annual Returns (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.92 -0.12 7.96 18.14 21.59 12.39 7.57
Fund w/Max Sales Charge -7.57 -5.88 1.75 11.36 19.21 11.06 6.94
Russell 1000 Value Index2 -2.06 -0.19 8.07 18.89 23.91 15.25 7.84
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Sep 30, 2014

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $4.9B
Minimum Investment $1000
Expense Ratio3 0.99%
CUSIP 277905808

Top 10 Holdings (%)4,5 as of Sep 30, 2014

Occidental Petroleum Corp
Citigroup Inc
Merck & Co Inc
Bank of America Corp
Eli Lilly & Co
Exxon Mobil Corp
Chevron Corp
JPMorgan Chase & Co
Verizon Communications Inc
NextEra Energy Inc
Total 27.05


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 share values are 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 (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.92 -0.12 7.96 18.14 21.59 12.39 7.57
Fund w/Max Sales Charge -7.57 -5.88 1.75 11.36 19.21 11.06 6.94
Russell 1000 Value Index2 -2.06 -0.19 8.07 18.89 23.91 15.25 7.84
Morningstar™ Large Value Category6 -2.17 -0.55 6.38 16.35 21.41 13.69 7.19
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 (%)

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Fund at NAV 15.68 11.47 18.81 9.99 -34.47 17.01 10.05 -4.48 15.77 29.34
Russell 1000 Value Index2 16.49 7.05 22.25 -0.17 -36.85 19.69 15.51 0.39 17.51 32.53

Fund Facts

Expense Ratio3 0.99%
Class A Inception 09/23/1931
Distribution Frequency Quarterly


Risk Measures (3 Year)7 as of Sep 30, 2014

Alpha (%) -0.85
Beta 0.95
R-Squared (%) 97.16
Standard Deviation (%) 10.58
Sharpe Ratio 2.04


Morningstar™ Ratings as of Sep 30, 2014

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall ** *** 1092
3 Years ** *** 1092
5 Years * ** 966
10 Years *** *** 635
Based on Risk-Adjusted Returns.

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

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

NAV History

Date NAV NAV Change
Oct 29, 2014 $25.57 $-0.02
Oct 28, 2014 $25.59 $0.26
Oct 27, 2014 $25.33 $-0.12
Oct 24, 2014 $25.45 $0.15
Oct 23, 2014 $25.30 $0.29
Oct 22, 2014 $25.01 $-0.18
Oct 21, 2014 $25.19 $0.47
Oct 20, 2014 $24.72 $0.23
Oct 17, 2014 $24.49 $0.30
Oct 16, 2014 $24.19 $0.02

Distribution History8

Ex-Date Distribution Reinvest NAV
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
Jun 11, 2013 $0.07960 $22.24
Mar 11, 2013 $0.07520 $21.19
Dec 19, 2012 $0.10110 $19.65
Sep 11, 2012 $0.08380 $19.41
Jun 11, 2012 $0.08390 $17.55
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 History8

Ex-Date Short-Term Long-Term Reinvest NAV
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 share values are 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 (%)4,9 as of Sep 30, 2014

U.S. Common Stocks 84.01
Foreign Common Stocks 8.10
Cash & Other Assets 7.89
Total 100.00

Portfolio Statistics as of Sep 30, 2014

Average Market Cap $107.3B
Price/Earnings Ratio 15.61
Number of Holdings 59
Price/Book Ratio 2.11


GICS Sector Breakdown (%)4 as of Sep 30, 2014

Sector Fund Russell 1000 Value Index2
Consumer Discretionary 5.04 6.24
Consumer Staples 8.04 7.06
Energy 14.49 12.86
Financials 24.53 29.14
Health Care 13.09 13.51
Industrials 7.98 10.17
Information Technology 7.55 9.38
Materials 3.47 3.32
Telecom Services 2.37 2.29
Utilities 5.54 6.03
Cash 7.90 0.00


Market Cap Breakdown (%)4,10 as of Sep 30, 2014

> $150 Billion 28.77
$50-150 Billion 30.16
$15-50 Billion 36.53
$5-15 Billion 4.55


Fund Holdings (%)4,11 as of Aug 31, 2014

Holding % of Net Assets
Occidental Petroleum Corp 3.34%
Citigroup Inc 3.16%
Merck & Co Inc 3.11%
Bank of America Corp 3.00%
Chevron Corp 2.82%
Exxon Mobil Corp 2.76%
JPMorgan Chase & Co 2.54%
Simon Property Group Inc 2.51%
Verizon Communications Inc 2.48%
Eli Lilly & Co 2.41%
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 share values are 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

Quarterly Commentary

A Word On The Markets  as of Sep 30, 2014

Major global stock markets delivered mixed returns for the third quarter of 2014, as U.S. equities recorded modest gains, while some overseas equity markets retreated. Late in the quarter, most stock markets worldwide fell amid renewed worries about the global economy, mounting international tensions and elevated equity valuations.

In the U.S., stocks stalled early in the period, then pulled back sharply in late July on geopolitical and economic concerns. However, many investors viewed the pullback as a buying opportunity, allowing stocks to soon resume their upward trend. In their generally steady rise until the period’s final two weeks, U.S. stocks drew support from the Federal Reserve’s (the Fed) ongoing low-interest-rate policy, along with some positive economic reports.

A number of economic indicators pointed to continued gradual improvement in the U.S. economy, including upbeat data on retail sales, manufacturing activity, construction spending, new home starts and revised GDP growth for the second quarter of 2014. On the employment front, hiring indicators turned up in September after lower-than-expected job creation numbers for August. Overseas, weakening economies in Europe led the European Central Bank (ECB) to adopt further stimulus measures late in the quarter. In China, disappointing economic data for August sparked fresh worries about slowing growth in the world’s second-largest economy.

Among major world equity indexes, after hitting an all-time high during the quarter, the Dow Jones Industrial Average12 finished the period with a modest gain of 1.9%. The broader S&P 500 Index13 rose 1.1% after also attaining a record high during the quarter. Large-cap U.S. equities generally outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks within both the large- and small-cap space. Overseas, the MSCI EAFE Index14 of developed-market international stocks fell 5.9%, while the MSCI Emerging Markets Index15 lost 3.5%.

Performance Summary 

Eaton Vance Large-Cap Value Fund (the Fund) outperformed its benchmark, the Russell 1000 Value Index (the Index),2 for the quarter ended September 30, 2014, returning -0.12% for Class A shares at net asset value versus the Index’s -0.19% return.

  • The Fund’s outperformance versus the Index was due to favorable stock selection. Overall, sector allocation had a negative impact on the Fund’s relative performance.
  • Among U.S. large-cap equities, value stocks generally underperformed growth stocks during the quarter. High-quality stocks generally outperformed low-quality stocks during the quarter.
  • The best-performing Index sectors were information technology, consumer staples and health care, while the weakest were energy, utilities and industrials. Five of the 10 Index sectors delivered positive returns for the quarter. Within the Fund, six of the 10 sectors had positive returns.

Average Annual Returns (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.92 -0.12 7.96 18.14 21.59 12.39 7.57
Fund w/Max Sales Charge -7.57 -5.88 1.75 11.36 19.21 11.06 6.94
Russell 1000 Value Index2 -2.06 -0.19 8.07 18.89 23.91 15.25 7.84
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Sep 30, 2014

Class A Inception 09/23/1931
Expense Ratio3 0.99%


Contributors 

Stock selection in a number of sectors contributed to the Fund’s performance versus the Index for the quarter. Stock selection gains were greatest in consumer discretionary, while stock selection in consumer staples and health care also contributed meaningfully.

  • At the individual stock level, home improvement retailer Home Depot was the largest contributor to the Fund’s performance versus the Index for the quarter.
  • In addition, Gilead Sciences, a leading biopharmaceutical company, was among the Fund’s top individual performance contributors for the quarter.
  • Other notable individual contributors included tobacco firm Altria, chemical company LyondellBasell Industries and global financial services giant Citigroup.

Detractors 

Unfavorable stock selection in the information technology sector was the biggest detractor from the Fund’s performance relative to the Index. An overweight in the energy sector and stock selection in the materials sector also detracted from relative performance.

  • At the individual stock level, Syngenta, an agricultural technology and research firm, was the largest detractor from the Fund’s performance versus the Index for the quarter.
  • In addition, the Fund’s lack of exposure to diversified-business company Berkshire Hathaway hurt relative performance, as the stock outperformed the overall Index.
  • Energy companies Devon Energy and ConocoPhillips also detracted from the Fund’s performance relative to the Index, as did glass and materials science firm Corning.

Investment Outlook And Fund Positioning 

Global stock-market volatility late in the third quarter raised some concerns about the near-term outlook for stocks, with many observers expecting more market turbulence in the coming months.

In the U.S., the approaching corporate earnings season and the midterm elections in November could trigger some short-term volatility. In addition, many investors will be closely monitoring equity valuations in the wake of U.S. stocks’ long rise. Looking ahead to 2015, investors will weigh the potential impact on stocks if the Fed, as widely expected, begins to raise short-term interest rates. On the positive side, many observers cite the prospect of ongoing gradual U.S. economic growth as a reason for continued optimism regarding U.S. stocks.

Overseas, geopolitical issues remain a source of concern. Investors worried about deflation and recession risks in Europe will be watching for further stimulus initiatives by the ECB. In China, investors will look for a resolution of policy debates around additional economic stimulus, as well as any signs of accelerating growth.

Top 10 Holdings (%)4,5 as of Sep 30, 2014

Occidental Petroleum Corp 3.73
Citigroup Inc 3.02
Merck & Co Inc 2.92
Bank of America Corp 2.68
Eli Lilly & Co 2.58
Exxon Mobil Corp 2.48
Chevron Corp 2.47
JPMorgan Chase & Co 2.46
Verizon Communications Inc 2.37
NextEra Energy Inc 2.33
Total 27.05


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 share values are 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 Attribution as of Sep 30, 2014

Fund Russell 1000 Value Index2 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 6.33 6.07 0.34 6.33 -1.25 -0.08 0.03 0.39 0.42
Consumer Staples 6.43 4.48 0.29 6.97 2.88 0.20 -0.02 0.15 0.13
Energy 15.10 -7.52 -1.15 13.57 -7.70 -1.05 -0.12 0.01 -0.10
Financials 27.46 1.99 0.50 28.72 2.01 0.56 -0.04 -0.03 -0.06
Health Care 13.71 3.71 0.54 13.27 2.54 0.31 0.03 0.14 0.17
Industrials 9.29 -3.00 -0.26 10.26 -2.90 -0.29 0.01 0.00 0.01
Information Technology 8.49 2.19 0.19 9.22 5.16 0.45 -0.01 -0.27 -0.28
Materials 2.66 -2.17 -0.13 3.39 -1.58 -0.05 0.00 -0.06 -0.06
Telecom Services 2.26 3.28 0.05 2.26 1.01 0.02 0.00 0.04 0.04
Utilities 5.60 -4.57 -0.22 6.01 -4.41 -0.27 0.08 -0.02 0.06
Cash 2.67 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 0.15 0.15 100.00 -0.19 -0.19 -0.03 0.37 0.34
1 Year Attribution
Consumer Discretionary 6.97 23.89 1.56 6.42 14.10 0.94 0.04 0.47 0.51
Consumer Staples 4.86 32.61 1.42 6.14 18.93 1.16 0.01 0.59 0.60
Energy 14.73 10.06 1.56 14.55 11.94 2.04 -0.12 -0.33 -0.45
Financials 29.32 17.46 5.25 28.83 17.76 5.12 -0.05 -0.03 -0.08
Health Care 14.14 30.41 4.07 13.27 24.81 3.15 0.08 0.60 0.68
Industrials 10.57 15.06 1.77 10.26 16.01 1.72 0.05 -0.12 -0.07
Information Technology 8.55 24.03 1.98 9.02 34.95 2.87 -0.03 -0.82 -0.85
Materials 2.82 28.05 0.83 3.04 19.49 0.57 -0.01 0.33 0.32
Telecom Services 1.97 9.76 0.19 2.42 13.13 0.32 0.05 -0.05 0.00
Utilities 4.53 22.47 0.91 6.04 16.03 1.00 0.06 0.23 0.29
Cash 1.55 0.04 0.00 0.00 0.00 0.00 -0.32 0.00 -0.32
Total 100.00 19.52 19.52 100.00 18.89 18.89 -0.24 0.87 0.63


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 share values are 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.

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

Fund Literature

Fund Literature

Annual Report

Attribution

Commentary

Fact Sheet

Full Prospectus

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

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of