Overview

Growth of $10,000

10-year period ended 03/31/2016

  • Class A at NAV

Historical Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
05/31/2016
Fund at NAV 1.14 7.91 1.57 -2.87 7.77 8.83 5.28
Fund w/Max Sales Charge -4.68 1.70 -4.28 -8.44 5.66 7.55 4.66
Russell 1000 Value Index1 1.55 11.16 5.39 -0.06 9.22 10.69 6.10
03/31/2016
Fund at NAV 5.93 -0.29 -0.29 -2.62 8.92 8.69 5.13
Fund w/Max Sales Charge -0.17 -6.03 -6.03 -8.21 6.79 7.42 4.51
Russell 1000 Value Index1 7.20 1.64 1.64 -1.54 9.37 10.23 5.71
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of May 31, 2016

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $3.0B
Minimum Investment $1000
Expense Ratio2 1.05%
CUSIP 277905808

Top 10 Holdings (%)3,4as of Mar 31, 2016

General Electric Co
Johnson & Johnson
Chevron Corp
Wells Fargo & Co
United Technologies Corp
JPMorgan Chase & Co
Occidental Petroleum Corp
Oracle Corp
PPG Industries Inc
Medtronic PLC
Total 32.19

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

Historical Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
05/31/2016
Fund at NAV 1.14 7.91 1.57 -2.87 7.77 8.83 5.28
Fund w/Max Sales Charge -4.68 1.70 -4.28 -8.44 5.66 7.55 4.66
Russell 1000 Value Index1 1.55 11.16 5.39 -0.06 9.22 10.69 6.10
Morningstar™ Large Value Category5 1.08 9.71 3.95 -2.40 7.60 8.98 5.54
03/31/2016
Fund at NAV 5.93 -0.29 -0.29 -2.62 8.92 8.69 5.13
Fund w/Max Sales Charge -0.17 -6.03 -6.03 -8.21 6.79 7.42 4.51
Russell 1000 Value Index1 7.20 1.64 1.64 -1.54 9.37 10.23 5.71
Morningstar™ Large Value Category5 6.85 1.28 1.28 -2.96 8.16 8.75 5.20
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 18.81 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 1.05%
Class A Inception 09/23/1931
Distribution Frequency Quarterly

Risk Measures (3 Year)6as of May 31, 2016

Alpha (%) -0.73
Beta 0.93
R-Squared (%) 95.74
Standard Deviation (%) 10.81
Sharpe Ratio 0.71

Morningstar™ Ratingsas of May 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall *** *** 1174
3 Years ** *** 1174
5 Years ** *** 1030
10 Years *** *** 753
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.

© 2016 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
Jun 29, 2016 $16.56 $0.25
Jun 28, 2016 $16.31 $0.26
Jun 27, 2016 $16.05 -$0.25
Jun 24, 2016 $16.30 -$0.63
Jun 23, 2016 $16.93 $0.24
Jun 22, 2016 $16.69 -$0.03
Jun 21, 2016 $16.72 $0.05
Jun 20, 2016 $16.67 $0.11
Jun 17, 2016 $16.56 -$0.02
Jun 16, 2016 $16.58 $0.04
View All

Distribution History7

Ex-Date Distribution Reinvest NAV
Jun 09, 2016 $0.06000 $16.91
Mar 09, 2016 $0.06000 $16.15
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
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 (%)4,8as of Mar 31, 2016

U.S. Common Stocks 91.41
Foreign Common Stocks 6.96
Cash 1.64
Total 100.00

Portfolio Statisticsas of Mar 31, 2016

Average Market Cap $115.5B
Price/Earnings Ratio 16.35
Number of Holdings 59
Price/Book Ratio 2.05

GICS Sector Breakdown (%)4as of Mar 31, 2016

Sector Fund Russell 1000 Value Index1
Consumer Discretionary 2.87 5.31
Consumer Staples 6.91 7.36
Energy 12.39 12.74
Financials 29.42 28.23
Health Care 14.36 11.66
Industrials 12.71 10.39
Information Technology 9.11 11.60
Materials 3.03 2.83
Telecom Services 2.27 2.85
Utilities 6.06 7.03
Cash 1.16 0.00

Market Cap Breakdown (%)4,9as of Mar 31, 2016

> $150 Billion 33.18
$50-150 Billion 22.86
$15-50 Billion 29.91
$5-15 Billion 14.05
$1.5-5 Billion 0.00
< $1.5Billion 0.00

Fund Holdings (%)4,10as of Apr 30, 2016

Holding % of Net Assets
General Electric Co 4.43%
Johnson & Johnson 4.09%
Wells Fargo & Co 4.01%
JPMorgan Chase & Co 3.59%
Chevron Corp 3.36%
United Technologies Corp 3.21%
Occidental Petroleum Corp 2.95%
EV Cash Reserves Fund 2.73%
Medtronic PLC 2.57%
Goldman Sachs Group Inc 2.53%
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 as of Mar 31, 2016

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

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

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

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

For the full three-month period, the Dow Jones Industrial Average11 delivered a total return of 2.20%, while the broader S&P 500 Index12, rose 1.35%. The technology-laden NASDAQ Composite Index13 fell -2.75%.

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

Performance Summary 

Eaton Vance Large-Cap Value Fund (the Fund) underperformed its benchmark, the Russell 1000 Value Index (the Index)1, for the quarter ended March 31, 2016, returning -0.23% for Class I shares at net asset value versus the Index's 1.64% return.

  • The Fund's underperformance versus the Index was primarily due to stock selection, while sector allocation also had a modest negative impact.
  • Among U.S. large-cap equities, value stocks generally outperformed growth stocks during the quarter. Looking through the quality lens, higher-quality stocks outperformed lower-quality stocks (as measured by Standard & Poor's).
  • Despite the choppy market backdrop, eight of the 10 economic sectors within the Index had positive returns during the quarter. The best-performing Index sectors were utilities, telecommunication services and materials. The two Index sectors with negative performance were financials and health care.

Historical Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 5.93 -0.29 -0.29 -2.62 8.92 8.69 5.13
Fund w/Max Sales Charge -0.17 -6.03 -6.03 -8.21 6.79 7.42 4.51
Russell 1000 Value Index1 7.20 1.64 1.64 -1.54 9.37 10.23 5.71
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of Mar 31, 2016

Class A Inception 09/23/1931
Expense Ratio2 1.05%

Contributors 

Stock selection was positive in four of the 10 sectors in which the Fund was invested. Selection in consumer discretionary was the largest positive contributor, followed by industrials, materials and telecommunication services.

  • The top individual stock level contributor was the Fund's position in CH Robinson, a leading third-party supply chain logistics company, which reported accelerating revenue growth during the quarter.
  • Within consumer discretionary, the Fund's overweight in Michael Kors, a North American luxury apparel maker, boosted relative performance, as the company gained market share in a tough retail environment.
  • Elsewhere, the Fund's positions in Verizon and NextEra Energy, a Florida-based electric utility, helped relative performance, as investors' preference for defensive, yield-oriented investments was evident during the volatile quarter.

Detractors 

Stock selection in the financials, health care and energy sectors accounted for the majority of the Fund's underperformance during the quarter. Sector allocation also created a drag on relative performance.

  • At the individual stock level, the Fund's holding in Credit Suisse, a Swiss-based investment bank, was the largest detractor from relative performance versus the Index. The stock was hurt by fears of a global economic slowdown and regulatory risk during the quarter.
  • Within health care, the Fund's positions in McKesson Corp, a leading specialty pharmaceutical company, and Teva Pharmaceuticals, a global distributor of branded and generic drugs, dampened relative performance. Sentiment continued to play a large role in the health care space amid political risk leading up to the November election.
  • Other notable individual detractors included the Fund's overweight position in Anadarko, an independent petroleum and natural gas exploration and production company, along with a position in non-Index holding Prudential Plc.

Investment Outlook And Fund Positioning 

With many areas of the market reaching recent lows in mid-February 2016, we saw this as an opportune time to make some adjustments within the Fund.

Notable positions within financials that were initiated during the quarter included US Bancorp, Metlife and Charles Schwab. We entered into a position in US Bancorp, which has been one of the most defensive and highest-quality banks, after exiting other positions within financials, including Prudential and Citigroup, where we felt upside was limited. Metlife has been reevaluating its business lines in an effort to improve its overall earnings quality. Charles Schwab has a leading market position in the registered investment advisor custody space, along with retail direct brokerage.

Additional moves included purchasing Exxon Mobil, a historically defensive energy name with the highest return on capital in the energy sector. We also sold Anadarko Petroleum from the sector, as we preferred the risk-to-reward profile of other positions.

Within the industrials sector, we initiated a position in Masco Corporation, a leading manufacturer of home improvement and building materials. Masco maintains a broad portfolio of leading brands (BEHR Paint and Delta Faucets, among others), and sell through mass merchandisers, home centers, and hardware stores.

In terms of sector weightings, the Fund's largest overweights were in health care and industrials as of quarter-end, while it was underweight information technology and consumer discretionary.

Markets are always full of uncertainty, including many factors that are not even in our consciousness. When markets sell off due to uncertainty, it can often be a good time to buy, as markets may rally once uncertainties are resolved and risks are removed. Markets have rallied meaningfully since the most recent bottom (February 11), while a number of uncertainties and risks remain in full view (e.g., the strength of the U.S. economy, the U.S. election cycle, Fed actions and the implications of negative rates in Japan and Europe). We have a hard time believing that all of these risks are fully priced into the market today.

Warren Buffet talks about "waiting for the fat pitch." When there is a lack of opportunity, patience and inactivity should be the order of the day. After the sharp rally in equity prices and the coinciding decline in volatility that we have seen since February 11, there are fewer obvious steps to take for now.

U.S. corporate earnings have followed a similar pattern of disappointment for the last four calendar years, as estimates have generally started high and trended lower throughout the year. We believe this dynamic may soon change as the strong dollar and weak oil price relationship potentially begin to dissipate. Perhaps earnings will be the catalyst that brings a fresh set of opportunities going forward.

Top 10 Holdings (%)3,4as of Mar 31, 2016

General Electric Co 4.75
Johnson & Johnson 4.07
Chevron Corp 3.55
Wells Fargo & Co 3.44
United Technologies Corp 3.13
JPMorgan Chase & Co 2.95
Occidental Petroleum Corp 2.73
Oracle Corp 2.58
PPG Industries Inc 2.53
Medtronic PLC 2.47
Total 32.19

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 Mar 31, 2016

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 2.74 21.68 0.61 5.18 3.63 0.20 -0.03 0.42 0.40
Consumer Staples 7.35 4.02 0.28 7.45 5.13 0.42 0.04 -0.09 -0.05
Energy 12.55 0.45 0.06 12.48 4.22 0.61 -0.02 -0.47 -0.50
Financials 30.11 -8.57 -3.05 28.88 -5.31 -1.93 -0.09 -1.09 -1.18
Health Care 14.53 -4.64 -0.69 12.05 -1.63 -0.22 -0.11 -0.47 -0.57
Industrials 12.00 7.82 0.99 10.24 5.23 0.55 0.06 0.30 0.37
Information Technology 8.13 1.57 0.25 11.34 2.84 0.33 0.00 -0.14 -0.14
Materials 2.79 14.87 0.30 2.66 7.75 0.24 -0.08 0.26 0.18
Telecom Services 2.33 18.46 0.43 2.79 13.95 0.40 -0.03 0.11 0.07
Utilities 6.37 13.17 0.81 6.92 15.64 1.05 -0.05 -0.13 -0.17
Cash 1.10 0.07 0.00 0.00 0.00 0.00 -0.05 0.00 -0.05
Total 100.00 0.00 0.00 100.00 1.64 1.64 -0.35 -1.30 -1.65
1 Year Attribution
Consumer Discretionary 3.06 -5.03 -0.09 5.61 -6.66 -0.36 0.16 0.02 0.18
Consumer Staples 7.58 25.82 1.72 7.04 5.46 0.47 0.05 1.30 1.35
Energy 12.44 -19.96 -2.89 12.47 -16.40 -2.12 -0.06 -0.66 -0.72
Financials 29.99 -8.13 -3.03 29.80 -5.01 -2.00 -0.13 -1.05 -1.17
Health Care 13.48 -4.08 -0.63 12.56 -1.67 -0.20 -0.20 -0.42 -0.62
Industrials 10.96 11.88 1.46 10.22 6.05 0.65 0.08 0.65 0.73
Information Technology 9.57 10.20 0.98 10.79 5.04 0.61 -0.15 0.55 0.40
Materials 4.02 6.62 -0.07 2.84 -5.06 -0.11 -0.23 0.41 0.18
Telecom Services 2.12 16.68 0.39 2.46 20.42 0.50 -0.04 -0.04 -0.08
Utilities 5.77 11.22 0.56 6.23 15.30 1.02 0.06 -0.27 -0.21
Cash 1.00 0.11 0.00 0.00 0.00 0.00 -0.12 0.00 -0.12
Total 100.00 -1.60 -1.60 100.00 -1.54 -1.54 -0.57 0.51 -0.06

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

Semi-Annual Report

Summary Prospectus

XBRL


 

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