Overview

Growth of $10,000

10-year period ended 06/30/2015

  • Class A at NAV

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
08/31/2015
Fund at NAV -5.93 -7.21 -4.02 -3.25 12.35 12.49 5.67
Fund w/Max Sales Charge -11.33 -12.54 -9.53 -8.83 10.15 11.16 5.05
Russell 1000 Value Index1 -5.96 -7.43 -6.12 -3.48 13.92 14.67 6.18
06/30/2015
Fund at NAV -2.74 -0.67 0.61 3.28 15.62 13.88 6.59
Fund w/Max Sales Charge -8.32 -6.37 -5.16 -2.67 13.37 12.54 5.96
Russell 1000 Value Index1 -2.00 0.11 -0.61 4.13 17.34 16.49 7.04
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 Factsas of Jul 31, 2015

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $3.7B
Minimum Investment $1000
Expense Ratio2 1.01%
CUSIP 277905808

Top 10 Holdings (%)3,4as of Jun 30, 2015

General Electric Co
Exxon Mobil Corp
JPMorgan Chase & Co
Reynolds American Inc
Occidental Petroleum Corp
Citigroup Inc
Oracle Corp
Merck & Co Inc
Microsoft Corp
Goldman Sachs Group Inc
Total 33.13


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 (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
07/31/2015
Fund at NAV 1.41 -0.22 2.03 6.86 15.64 12.70 6.30
Fund w/Max Sales Charge -4.44 -5.94 -3.83 0.70 13.37 11.37 5.67
Russell 1000 Value Index1 0.44 -0.38 -0.18 6.40 17.11 15.08 6.78
Morningstar™ Large Value Category5 0.69 -0.51 0.76 5.86 15.70 13.68 6.33
06/30/2015
Fund at NAV -2.74 -0.67 0.61 3.28 15.62 13.88 6.59
Fund w/Max Sales Charge -8.32 -6.37 -5.16 -2.67 13.37 12.54 5.96
Russell 1000 Value Index1 -2.00 0.11 -0.61 4.13 17.34 16.49 7.04
Morningstar™ Large Value Category5 -2.12 -0.11 0.06 3.15 15.80 15.03 6.59
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 (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 11.47 18.81 9.99 -34.47 17.01 10.05 -4.48 15.77 29.34 10.96
Russell 1000 Value Index1 7.05 22.25 -0.17 -36.85 19.69 15.51 0.39 17.51 32.53 13.45

Fund Facts

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


Risk Measures (3 Year)6as of Aug 31, 2015

Alpha (%) -0.34
Beta 0.92
R-Squared (%) 94.77
Standard Deviation (%) 9.26
Sharpe Ratio 1.33


Morningstar™ Ratingsas of Jul 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall *** *** 1192
3 Years ** *** 1192
5 Years ** *** 1052
10 Years *** *** 741
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
Aug 31, 2015 $17.61 $-0.13
Aug 28, 2015 $17.74 $0.03
Aug 27, 2015 $17.71 $0.41
Aug 26, 2015 $17.30 $0.56
Aug 25, 2015 $16.74 $-0.27
Aug 24, 2015 $17.01 $-0.69
Aug 21, 2015 $17.70 $-0.51
Aug 20, 2015 $18.21 $-0.35
Aug 19, 2015 $18.56 $-0.19
Aug 18, 2015 $18.75 $-0.04

Distribution History7

Ex-Date Distribution Reinvest NAV
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
Jun 11, 2013 $0.07960 $22.24
Mar 11, 2013 $0.07520 $21.19
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
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 (%)4,8as of Jun 30, 2015

U.S. Common Stocks 91.21
Foreign Common Stocks 8.29
Cash 0.49
Total 100.00

Portfolio Statisticsas of Jun 30, 2015

Average Market Cap $115.4B
Price/Earnings Ratio 16.21
Number of Holdings 57
Price/Book Ratio 2.21


GICS Sector Breakdown (%)4as of Jun 30, 2015

Sector Fund Russell 1000 Value Index1
Consumer Discretionary 3.70 5.39
Consumer Staples 7.14 6.65
Energy 13.68 14.22
Financials 29.67 29.57
Health Care 10.58 11.83
Industrials 10.55 10.16
Information Technology 11.55 11.00
Materials 4.86 3.01
Telecom Services 2.04 2.49
Utilities 5.75 5.68
Cash 0.49 0.00


Market Cap Breakdown (%)4,9as of Jun 30, 2015

> $150 Billion 31.32
$50-150 Billion 24.96
$15-50 Billion 34.48
$5-15 Billion 9.24
$1.5-5 Billion 0.00
< $1.5Billion 0.00


Fund Holdings (%)4,10as of Jul 31, 2015

Holding % of Net Assets
General Electric Co 5.44%
Exxon Mobil Corp 4.43%
JPMorgan Chase & Co 3.77%
Reynolds American Inc 3.04%
Intel Corp 2.65%
Microsoft Corp 2.51%
Medtronic PLC 2.51%
United Technologies Corp 2.51%
Citigroup Inc 2.45%
Merck & Co Inc 2.45%
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

Quarterly Commentary

A Word On The Markets  as of Jun 30, 2015

Equity markets turned choppy in the second quarter of 2015, buffeted by conflicting economic signals and ongoing geopolitical issues.

While first-quarter U.S. GDP growth was disappointing, this was likely due to a harsh winter and other transitory factors, and it appears that the economy accelerated in the second quarter. The job market continued to strengthen, while retail sales, auto sales and consumer confidence all rose during the three-month period. The housing market also rebounded, as new and existing home sales hit multiyear highs, as did building permits. Manufacturing output dropped, reflecting spending cuts in the weak energy sector, as well as the strong U.S. dollar dampening exports.

The uneven pattern of economic growth led the U.S. Federal Reserve (Fed) to reassure investors that eventual interest-rate hikes would be gradual and would proceed slowly. U.S. stocks advanced following the Fed’s reassurance, with the technology-laden NASDAQ reaching a new record high. Near quarter-end, however, U.S. equities faltered after efforts to resolve Greece’s worsening debt crisis failed. Similarly, many foreign equity markets fell late in the quarter after rising for much of the period. China’s stock market, a top global performer earlier in 2015, plunged in June on worries about slowing economic growth and excessive equity valuations. In Europe, stimulus measures by the European Central Bank spurred stock gains early in the period, before shares retreated amid mounting anxiety over the Greek crisis.

Many major equity indexes ended the quarter essentially unchanged. In the U.S., the S&P 500 Index11 rose marginally after hitting all-time highs during the quarter, while the Dow Jones Industrial Average12 fell slightly. In general, small-cap U.S. stocks narrowly outperformed their large-cap counterparts. Overseas, the MSCI EAFE Index of developed-market international equities posted a modest gain, as did the MSCI Emerging Markets Index.13

Performance Summary 

Eaton Vance Large-Cap Value Fund (the Fund) underperformed its benchmark, the Russell 1000 Value Index (the Index),14 for the quarter ended June 30, 2015, returning -0.67% for Class A shares at net asset value versus the Index’s 0.11% return.

  • The Fund’s underperformance versus the Index was largely due to stock selection. Adverse sector allocation also detracted from relative Fund performance.
  • Among U.S. large-cap equities, there was little dispersion from a style perspective, as growth and value stocks performed essentially in line with one another. Similarly, when looking through the quality lens, performance was mixed across quality tiers.
  • The best-performing Index sectors were telecommunication services, health care and financials, while the weakest were utilities, consumer discretionary and energy. Four of the 10 Index sectors had positive returns for the period. The Fund also recorded positive returns in four sectors.

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -2.74 -0.67 0.61 3.28 15.62 13.88 6.59
Fund w/Max Sales Charge -8.32 -6.37 -5.16 -2.67 13.37 12.54 5.96
Russell 1000 Value Index1 -2.00 0.11 -0.61 4.13 17.34 16.49 7.04
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 Factsas of Jun 30, 2015

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


Contributors 

Stock selection in the energy sector made the largest contribution to the Fund’s relative performance during the quarter. Stock selection in financials and consumer staples also contributed notably to relative Fund performance, as did the Fund&rsquo;s underweight in the consumer discretionary sector.

  • At the individual stock level, U.S. tobacco company Reynolds American Inc. was the Fund’s top contributor to relative performance for the period, as the company experienced strong performance on news of a merger with tobacco maker Lorillard and better-than-expected financial results.
  • Money center bank JPMorgan Chase & Co. was also among the Fund’s top individual contributors, as financials (specifically, diversified banks) were a top-performing area during the quarter, in part due to a steepening of the yield curve and investors anticipating a rise in interest rates later in 2015. JPMorgan was among the best performers, as it is one of the most profitable industry leaders in global banking, ranking #1, #2, or #3 in all its major business lines.
  • The Fund’s lack of exposure to retailer Wal-Mart Stores, Inc. and conglomerate Berkshire Hathaway Inc. boosted relative Fund performance, as both stocks lagged during the period. Walmart shares fell after a disappointing first-quarter 2015 earnings report, while Berkshire Hathaway slumped due to weakness in some of its underlying businesses.

Detractors 

Unfavorable stock selection in the industrials sector was the biggest detractor from Fund performance relative to the Index during the three-month period. Stock selection in health care, telecommunication services and materials also detracted from relative Fund performance.

  • At the individual stock level, supply chain logistics company C.H. Robinson Worldwide, Inc. was the Fund’s biggest detractor during the quarter. The company slightly missed consensus earnings estimates and its shares exhibited some weakness, as slack in the truckload market may have impacted the stock’s performance. Transports in general had a difficult second quarter.
  • Other notable detractors included media giant CBS Corp. and railroad equipment supplier Trinity Industries, Inc. The Fund had unfavorable overweights in both stocks. After appreciating in the first quarter of 2015, shares of CBS fell in the second quarter, along with many cable providers, due to a decline in cable ratings. Shares of Trinity were influenced by ongoing apprehension over regulatory issues.
  • In health care, the Fund was hurt by its lack of exposure to managed care companies. The combination of a favorable Supreme Court ruling and M&A speculation helped this group’s performance.

Investment Outlook And Fund Positioning 

Going forward, many investors will be focused on the Fed for a possible September increase in short-term interest rates, which have been anchored near zero since 2008.

While some market observers warn that the Fed’s first rate hike could have a negative impact on stocks, others believe the likelihood of rising rates may already be built into equity valuations. These latter observers point to stocks’ fairly muted reaction to the ongoing rate discussion, along with the market’s positive response to the Fed’s pledge to raise rates slowly.

On the economic front, investors will be looking for evidence of continued improvement in the U.S. labor and housing markets. Many will also be closely monitoring the lagging U.S. manufacturing sector, hoping for signs of renewed strength. In addition, economic weakness in China and other emerging markets will remain a source of concern to many investors. Globally and especially in Europe, equity market prospects (at least in the near term) are likely to reflect the outcome of the Greek financial crisis.

Top 10 Holdings (%)3,4as of Jun 30, 2015

General Electric Co 5.75
Exxon Mobil Corp 4.97
JPMorgan Chase & Co 4.01
Reynolds American Inc 3.13
Occidental Petroleum Corp 2.88
Citigroup Inc 2.65
Oracle Corp 2.54
Merck & Co Inc 2.44
Microsoft Corp 2.39
Goldman Sachs Group Inc 2.37
Total 33.13


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 Attributionas of Jun 30, 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 4.09 -3.72 -0.12 6.59 -2.67 -0.16 0.05 -0.01 0.03
Consumer Staples 8.04 0.86 0.11 7.08 -1.24 -0.08 -0.01 0.18 0.16
Energy 10.84 0.25 -0.01 11.06 -2.53 -0.29 0.00 0.29 0.28
Financials 29.75 2.51 0.73 29.91 1.86 0.55 -0.01 0.18 0.18
Health Care 12.68 0.88 0.14 14.59 2.29 0.37 -0.07 -0.16 -0.23
Industrials 10.24 -2.54 -0.34 10.29 0.52 0.06 -0.04 -0.34 -0.37
Information Technology 9.96 -2.09 -0.30 9.24 -0.59 -0.10 -0.05 -0.12 -0.17
Materials 5.47 -3.87 -0.22 3.12 -0.58 -0.02 -0.02 -0.18 -0.21
Telecom Services 2.07 -3.08 -0.06 2.12 7.11 0.13 0.00 -0.20 -0.21
Utilities 5.81 -6.58 -0.38 6.00 -6.14 -0.37 0.01 -0.03 -0.02
Cash 1.06 0.00 0.00 0.00 0.00 0.00 -0.01 0.00 -0.01
Total 100.00 -0.46 -0.46 100.00 0.11 0.11 -0.16 -0.40 -0.57
1 Year Attribution
Consumer Discretionary 5.24 23.09 1.28 6.48 12.07 0.76 -0.11 0.62 0.52
Consumer Staples 7.94 31.52 2.41 7.17 8.71 0.64 -0.01 1.70 1.69
Energy 12.79 -19.70 -3.11 11.88 -22.18 -3.07 -0.46 0.25 -0.21
Financials 27.87 12.34 3.09 29.43 10.17 2.85 -0.08 0.54 0.45
Health Care 13.53 9.84 1.37 13.98 20.94 2.70 -0.05 -1.34 -1.39
Industrials 9.09 -1.61 -0.29 10.22 2.17 0.27 -0.06 -0.40 -0.46
Information Technology 9.40 -2.18 -0.24 9.31 3.92 0.30 -0.01 -0.60 -0.61
Materials 4.10 -5.96 -0.29 3.19 -5.20 -0.17 -0.11 -0.09 -0.19
Telecom Services 2.42 -0.38 0.01 2.18 2.80 0.05 -0.02 -0.02 -0.04
Utilities 5.97 0.01 0.14 6.18 -4.03 -0.18 0.07 0.26 0.33
Cash 1.65 0.02 0.00 0.00 0.00 0.00 0.16 0.00 0.16
Total 100.00 4.38 4.38 100.00 4.13 4.13 -0.67 0.91 0.24


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

Fund Literature

Fund Literature

Annual Report

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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    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.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    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.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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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.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    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.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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