Overview

Growth of $10,000

10-year period ended 12/31/14

  • Class A at NAV

Average Annual Returns (%) as of Dec 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.34 2.78 10.96 10.96 18.42 11.79 6.91
Fund w/Max Sales Charge -5.43 -3.13 4.57 4.57 16.10 10.48 6.28
Russell 1000 Value Index1 0.61 4.98 13.45 13.45 20.87 15.42 7.30
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 Dec 31, 2014

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $4.1B
Minimum Investment $1000
Expense Ratio2 0.99%
CUSIP 277905808

Top 10 Holdings (%)3,4 as of Dec 31, 2014

Exxon Mobil Corp
JPMorgan Chase & Co
Merck & Co Inc
Bank of America Corp
Citigroup Inc
Eli Lilly & Co
Microsoft Corp
Verizon Communications Inc
NextEra Energy Inc
Kroger Co
Total 30.63


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 Dec 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.34 2.78 10.96 10.96 18.42 11.79 6.91
Fund w/Max Sales Charge -5.43 -3.13 4.57 4.57 16.10 10.48 6.28
Russell 1000 Value Index1 0.61 4.98 13.45 13.45 20.87 15.42 7.30
Morningstar™ Large Value Category5 -0.04 3.59 10.21 10.21 18.33 13.45 6.65
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 0.99%
Class A Inception 09/23/1931
Distribution Frequency Quarterly


Risk Measures (3 Year)6 as of Dec 31, 2014

Alpha (%) -1.12
Beta 0.95
R-Squared (%) 95.74
Standard Deviation (%) 9.05
Sharpe Ratio 2.03


Morningstar™ Ratings as of Dec 31, 2014

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall ** *** 1106
3 Years ** *** 1106
5 Years * ** 975
10 Years *** *** 666
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
Jan 23, 2015 $18.83 $-0.09
Jan 22, 2015 $18.92 $0.25
Jan 21, 2015 $18.67 $0.09
Jan 20, 2015 $18.58 $0.02
Jan 16, 2015 $18.56 $0.25
Jan 15, 2015 $18.31 $-0.10
Jan 14, 2015 $18.41 $-0.09
Jan 13, 2015 $18.50 $-0.04
Jan 12, 2015 $18.54 $-0.12

Distribution History7

Ex-Date Distribution Reinvest NAV
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
Dec 19, 2012 $0.10110 $19.65
Sep 11, 2012 $0.08380 $19.41
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 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 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 (%)3,8 as of Dec 31, 2014

U.S. Common Stocks 92.01
Foreign Common Stocks 7.91
Cash & Other Assets 0.08
Total 100.00

Portfolio Statistics as of Dec 31, 2014

Average Market Cap $121.9B
Price/Earnings Ratio 16.13
Number of Holdings 56
Price/Book Ratio 2.28


GICS Sector Breakdown (%)3 as of Dec 31, 2014

Sector Fund Russell 1000 Value Index1
Consumer Discretionary 5.21 6.58
Consumer Staples 7.98 7.38
Energy 12.14 11.28
Financials 28.24 29.87
Health Care 14.19 13.70
Industrials 8.50 10.08
Information Technology 10.46 9.55
Materials 4.08 3.04
Telecom Services 2.73 2.08
Utilities 6.38 6.44
Cash 0.09 0.00


Market Cap Breakdown (%)3,9 as of Dec 31, 2014

> $150 Billion 35.71
$50-150 Billion 21.55
$15-50 Billion 36.25
$5-15 Billion 6.03
$1.5-5 Billion 0.46


Fund Holdings (%)3,10 as of Nov 30, 2014

Holding % of Net Assets
Exxon Mobil Corp 3.93%
Merck & Co Inc 3.63%
Eli Lilly & Co 2.86%
Bank of America Corp 2.83%
Microsoft Corp 2.77%
NextEra Energy Inc 2.73%
Roche Holding AG 2.58%
Verizon Communications Inc 2.51%
JPMorgan Chase & Co 2.46%
Occidental Petroleum Corp 2.46%
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 Dec 31, 2014

U.S. stocks led the way in the fourth quarter of 2014, while international equity markets delivered mixed performance. Trading was volatile during the three-month period, as concerns about global economic growth alternated with optimism regarding the U.S. economy.

In the U.S., equities fell sharply early in the period amid investor worries about slowing overseas growth and falling oil prices. However, U.S. stocks subsequently rallied following positive economic data and a vote of confidence from the U.S. Federal Reserve (Fed), which ended its bond-buying stimulus program. Continued job market gains and an uptick in manufacturing orders helped major U.S. stock indexes reach multiple record highs in November.

In December, the collapse of Russia’s currency and mounting concerns over the steep decline in oil prices sent stocks sharply lower. But U.S. equities rebounded near period-end after the Fed pledged to be “patient” in raising interest rates and revised third-quarter data showed accelerating U.S. economic growth amid increased consumer spending. Globally, China’s stock market staged a strong rally despite the country’s continued economic sluggishness. Weak economic data weighed on equity markets in Japan, Europe and Russia.

Reflecting divergent economic outlooks for the U.S. and other global regions, major stock market indexes delivered mixed results for the fourth quarter. The Dow Jones Industrial Average11 advanced 5.20%, hitting multiple all-time closing highs during the quarter. The broader S&P 500 Index12 also attained new highs, finishing the period with a 4.93% gain. Globally, the MSCI World Index)13 returned 0.66%. The MSCI EAFE Index14 of developed-market international equities lost 3.57%, while the MSCI Emerging Markets Index15 dropped 4.50%.

Performance Summary 

Eaton Vance Large-Cap Value Fund (the Fund) underperformed its benchmark, the Russell 1000 Value Index (the Index), for the quarter ended December 31, 2014, returning 2.78% for Class A shares at net asset value versus the Index’s 4.98% return.

  • The Fund’s underperformance relative to the Index was due largely to unfavorable stock selection. Sector allocation also had a negative impact on the Fund’s relative performance.
  • Among U.S. large-cap equities, value stocks slightly outperformed growth stocks during the quarter. High-quality stocks modestly outperformed low-quality stocks.
  • The best-performing Index sectors were utilities, consumer discretionary and consumer staples, while the weakest were energy, telecommunication services and materials. The Index delivered positive returns in seven of its 10 sectors, as did the Fund.

Average Annual Returns (%) as of Dec 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.34 2.78 10.96 10.96 18.42 11.79 6.91
Fund w/Max Sales Charge -5.43 -3.13 4.57 4.57 16.10 10.48 6.28
Russell 1000 Value Index1 0.61 4.98 13.45 13.45 20.87 15.42 7.30
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 Dec 31, 2014

Class A Inception 09/23/1931
Expense Ratio2 0.99%


Contributors 

Stock selection and an overweight position in the consumer staples sector contributed notably to the Fund’s performance relative to the Index. Stock selection in the materials and consumer discretionary sectors also contributed to relative performance.

  • At the individual stock level, supermarket chain Kroger was the top contributor to the Fund’s performance versus the Index.
  • In addition, leading pharmacy chain CVS was among the Fund’s best individual performers.
  • Other individual stock leaders included two regional utilities – PG&E and Nextera – and home improvement retailer Home Depot.

Detractors 

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

  • At the individual stock level, oil and gas production company Occidental Petroleum was the biggest detractor from the Fund’s performance versus the Index.
  • Two large multinational pharmaceutical companies – Roche Holding and Sanofi – also detracted from the Fund’s performance relative to the Index.
  • Elsewhere, the Fund’s holdings in chemical company LyondellBasell Industries and telecommunications giant Verizon hurt relative performance.

Investment Outlook And Fund Positioning 

In 2015, investors will be closely watching the Fed for signals regarding the long-anticipated increase in short-term interest rates. Strong gains by U.S. stocks in the fourth quarter of 2014 may indicate that investors have already priced in the expected modest hike in rates. Other observers expect stocks to pull back in early 2015 following their sharp run-up, particularly with equity valuations elevated in many cases.

The possible extent of any further oil price declines will also bear watching, as will the potential impact of weak overseas economies on U.S. economic growth. In China, the recent stock market surge has led to worries about speculative excess. Observers will also continue to monitor Europe and Japan for any signs that government stimulus programs may be reigniting their lagging economies. In addition, Russia’s struggling, energy-reliant economy may remain a source of concern.

As always, we are committed to identifying companies with strong franchises and growth prospects and intend to maintain our discipline of investing in such companies only at what we regard as attractive valuations. 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 in 2015 and beyond.

Depending on how these and other issues play out in the coming months, equity markets could experience periodic bouts of volatility.

Top 10 Holdings (%)3,4 as of Dec 31, 2014

Exxon Mobil Corp 4.60
JPMorgan Chase & Co 3.37
Merck & Co Inc 3.27
Bank of America Corp 3.02
Citigroup Inc 2.96
Eli Lilly & Co 2.86
Microsoft Corp 2.74
Verizon Communications Inc 2.73
NextEra Energy Inc 2.70
Kroger Co 2.38
Total 30.63


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 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 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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