Overview

 

Historically, small-cap stocks have outperformed large-cap stocks.1

(January 2004-December 2013)

  • Small-Cap Stocks
  • Large-Cap Stocks

Not based on the return of any specific fund.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.78 0.66 0.66 22.41 9.46 21.47 8.98
Fund w/Max Sales Charge -5.02 -5.12 -5.12 15.39 7.32 20.02 8.33
Russell 2000 Index2 -0.68 1.12 1.12 24.90 13.17 24.30 8.53
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 Mar 31, 2014

Class A Inception 01/02/1997
Investment Objective Long-term capital appreciation
Total Net Assets $215.0M
Minimum Investment $1000
Expense Ratio3 1.40%
CUSIP 277905790

Top 10 Holdings (%)4,5 as of Mar 31, 2014

FEI Co
Balchem Corp
Euronet Worldwide Inc
Lazard Ltd
Mentor Graphics Corp
Cytec Industries Inc
Dana Holding Corp
RBC Bearings Inc
Valmont Industries Inc
Hain Celestial Group Inc
Total 23.31


Portfolio Management

Nancy B. Tooke, CFA Managed Fund since 2006

 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Mar 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.78 0.66 0.66 22.41 9.46 21.47 8.98
Fund w/Max Sales Charge -5.02 -5.12 -5.12 15.39 7.32 20.02 8.33
Russell 2000 Index2 -0.68 1.12 1.12 24.90 13.17 24.30 8.53
Morningstar™ Small Growth Category6 -2.04 0.32 0.32 26.05 12.59 24.46 8.71
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 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 3.36 6.11 15.25 20.09 -38.36 39.47 24.91 -5.84 11.85 35.25
Russell 2000 Index2 18.33 4.55 18.37 -1.57 -33.79 27.17 26.85 -4.18 16.35 38.82

Fund Facts

Expense Ratio3 1.40%
Class A Inception 01/02/1997
Distribution Frequency Annually


Risk Measures (3 Year)7 as of Mar 31, 2014

Alpha -2.15
Beta 0.90
R-Squared 92.31
Standard Deviation 15.76
Sharpe Ratio 0.60


Morningstar™ Ratings as of Mar 31, 2014

Time Period Rating Rating (Load Waived) Funds in
Small Growth
Category
Overall ** *** 633
3 Years * ** 633
5 Years * ** 555
10 Years *** *** 373
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.

© 2013 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
Apr 23, 2014 $18.16 $-0.10
Apr 22, 2014 $18.26 $0.18
Apr 21, 2014 $18.08 $0.08
Apr 17, 2014 $18.00 $0.07
Apr 16, 2014 $17.93 $0.16
Apr 15, 2014 $17.77 $0.06
Apr 14, 2014 $17.71 $0.17
Apr 11, 2014 $17.54 $-0.23
Apr 10, 2014 $17.77 $-0.40

Distribution History8

Ex-Date Distribution Reinvest NAV
Aug 01, 2013 $0.00800 $17.14
Dec 20, 2012 $0.12420 $14.21
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 17, 2013 $0.16000 $0.90900 $17.28
Dec 20, 2012 $0.42570 $14.21
Mar 13, 2012 $0.43280 $14.57
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.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Mar 31, 2014

U.S. Common Stocks 97.02
Foreign Common Stocks 1.50
Cash & Other Assets 1.48
Total 100.00

Portfolio Statistics as of Mar 31, 2014

Average Market Cap $2.8B
Price/Earnings Ratio 19.15
Number of Holdings 61
Price/Book Ratio 2.83


GICS Sector Breakdown (%)4 as of Mar 31, 2014

Sector Fund Russell 2000 Index2
Consumer Discretionary 8.22 13.04
Consumer Staples 5.45 3.69
Energy 5.49 5.61
Financials 21.93 23.23
Health Care 10.12 13.39
Industrials 20.84 14.51
Information Technology 21.12 17.79
Materials 5.35 4.88
Telecom Services 0.00 0.72
Utilities 0.00 3.14
Cash 1.48 0.00


Fund Holdings (%)4,10 as of Dec 31, 2013

Holding % of Net Assets
Euronet Worldwide Inc 2.92%
Balchem Corp 2.73%
EV Cash Reserves Fund 2.56%
RBC Bearings Inc 2.45%
Mentor Graphics Corp 2.38%
Church & Dwight Co Inc 2.38%
FEI Co 2.35%
Analogic Corp 2.20%
Cytec Industries Inc 2.15%
Signature Bank/New York NY 2.12%
View All

 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Mar 31, 2014

Following strong gains in 2013, many global equity markets turned choppy in the first quarter of 2014, as conflicting economic reports and several other headwinds helped keep stocks moving up and down. After a fairly quiet start to the quarter, many key stock indexes pulled back sharply in the latter half of January on turmoil in emerging markets and weaker-than-expected economic news. Some of the blame for the apparent soft patch in the economy went to the unusually harsh winter. But stocks bounced back in February and early March on more positive economic data, particularly for retail sales and manufacturing. As March progressed, however, stocks became more volatile amid the deepening crisis in Ukraine.

In mid-March, as expected, the U.S. Federal Reserve (Fed) continued to “taper” its monthly bond-buying stimulus program. Yet, new Fed chair Janet Yellen helped to unnerve markets with her comments regarding the Fed’s timetable for raising short-term interest rates, which some investors interpreted as signaling higher rates sooner than previously thought. A few weeks later, on the final day of the quarter, Ms. Yellen helped give stocks a boost with a speech reaffirming the Fed’s commitment to supporting the economy. Globally, along with the Ukraine situation and broader emerging-market concerns, mounting evidence of an economic slowdown in China posed a challenge for stocks during the quarter.

Major stock market indexes ended the period with mixed performance. In the U.S., the Dow Jones Industrial Average11 lost 0.15% for the quarter, while the S&P 500 Index12 posted a 1.81% gain. In general, large-cap U.S. equities outperformed their small-cap counterparts. Among both large and small caps, value stocks generally outpaced growth stocks. Overseas, the MSCI EAFE Index13 returned 0.66%.

Performance Summary 

Eaton Vance Small-Cap Fund (the Fund) underperformed its benchmark, the Russell 2000 Index (the Index),2 for the quarter ended March 31, 2014, returning 0.66% for Class A shares at net asset value versus the Index’s 1.12% return.

  • Small-cap stocks as a group underperformed their large-cap counterparts for the quarter, with the small-cap Russell 2000 Index gaining 1.12% compared to a 2.05% increase for the large-cap Russell 1000 Index.14
  • Within the small-cap space, value generally outpaced growth, as the Russell 2000 Value Index15 climbed 1.78% compared to a 0.48% gain for the Russell 2000 Growth Index.16
  • Nine of the 10 sectors comprising the Russell 2000 Index had positive returns for the quarter, led by utilities and energy. Consumer discretionary was the only Index sector with a negative return.
  • The Fund’s underperformance versus the Index for the quarter was due to a combination of negative stock selection and unfavorable sector allocation.
  • Flows into passive funds continued to work against small-cap active managers, most of whom struggled to outperform their benchmarks.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.78 0.66 0.66 22.41 9.46 21.47 8.98
Fund w/Max Sales Charge -5.02 -5.12 -5.12 15.39 7.32 20.02 8.33
Russell 2000 Index2 -0.68 1.12 1.12 24.90 13.17 24.30 8.53
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 Mar 31, 2014

Class A Inception 01/02/1997
Expense Ratio3 1.40%


Contributors 

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

  • At the sector level, the Fund’s sizable underweight in the poor-performing consumer discretionary sector materially benefited performance relative to the Index.
  • Stock selection results in the financials and health care sectors also had a large beneficial impact on the Fund’s relative performance.
  • In terms of individual holdings, meaningful positive contributions came from HFF Inc., Signature Bank, Avis Budget Group Inc., Dana Holding Corp. and FEI Co.

Detractors 

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

  • At the sector level, performance relative to the Index was hurt by the Fund’s underweight in health care and its lack of exposure to utilities, both of which outperformed the overall Index.
  • Stock selection in several sectors, led by industrials, also detracted from the Fund’s relative performance.
  • Notable individual detractors included Global Access Cash Holdings, Euronet Worldwide, Balchem Corp., Pier 1 Imports and RBC Bearings.

Investment Outlook And Fund Positioning 

Global equity markets may be likely to experience more volatility going forward, as investors continue to adjust to the gradual withdrawal of Fed stimulus. That said, many market observers expect stocks to move up and down within a relatively tight range in the coming months.

The prospect of short-term interest rates rising at some point may pull investors in different directions. While some might view that as an encouraging development, reflecting an improving economic backdrop, others fear the potential impact on stocks from higher rates. Stocks could benefit if, for example, increasing confidence in the economy were to translate into stronger retail sales however, stocks may suffer without increased confidence. Investors will be paying particularly close attention to trends in the labor and housing markets, hoping for a rebound after the rough winter.

Globally, we believe ongoing geopolitical tensions and the path of China’s slowing economy should be carefully monitored.

After a very strong market in 2013, a degree of volatility was not surprising, and we were encouraged by the trends we saw for small caps in March. A pickup in M&A activity and the impact of shareholder activists in the first quarter are further indications, in our opinion, that stocks may have more upside. However, we continue to believe that earnings growth will be the critical factor driving the performance of individual stocks going forward. We believe our focus on companies with potentially attractive growth prospects and valuations should position us well as 2014 unfolds.

Top 10 Holdings (%)4,5 as of Mar 31, 2014

FEI Co 2.59
Balchem Corp 2.56
Euronet Worldwide Inc 2.38
Lazard Ltd 2.30
Mentor Graphics Corp 2.30
Cytec Industries Inc 2.29
Dana Holding Corp 2.29
RBC Bearings Inc 2.22
Valmont Industries Inc 2.19
Hain Celestial Group Inc 2.18
Total 23.31


 

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.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Mar 31, 2014

Fund Russell 2000 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 7.43 -5.05 -0.38 13.14 -3.18 -0.45 0.25 -0.19 0.07
Consumer Staples 5.99 0.36 -0.01 3.64 1.94 0.06 0.02 -0.09 -0.07
Energy 5.03 5.72 0.31 5.40 5.01 0.28 -0.03 0.05 0.02
Financials 21.43 4.86 1.03 22.83 1.37 0.28 0.03 0.74 0.77
Health Care 9.99 6.26 0.64 13.99 3.73 0.55 -0.15 0.24 0.09
Industrials 21.23 -0.82 -0.26 14.36 0.84 0.10 -0.03 -0.38 -0.41
Information Technology 19.87 -0.62 -0.17 18.00 0.36 0.08 -0.03 -0.20 -0.23
Materials 5.44 -4.07 -0.24 4.84 0.84 0.04 0.00 -0.28 -0.27
Telecom Services 0.00 0.00 0.00 0.77 1.67 0.01 0.00 0.00 0.00
Utilities 0.00 0.00 0.00 3.04 5.37 0.16 -0.12 0.00 -0.12
Cash 3.59 0.01 0.00 0.00 0.00 0.00 -0.03 0.00 -0.03
Total 100.00 0.92 0.92 100.00 1.12 1.12 -0.10 -0.10 -0.20
1 Year Attribution
Consumer Discretionary 9.83 22.81 3.00 13.86 25.14 3.75 0.08 -0.06 0.02
Consumer Staples 7.24 29.17 2.07 3.72 33.02 1.21 0.44 -0.56 -0.12
Energy 7.00 8.49 0.99 5.65 22.21 1.19 -0.06 -0.47 -0.52
Financials 19.79 24.22 4.70 22.94 16.83 3.92 0.41 1.32 1.73
Health Care 8.37 21.26 1.71 13.06 36.84 4.57 -0.48 -1.13 -1.61
Industrials 20.26 21.44 4.18 14.44 26.91 3.71 0.13 -1.11 -0.98
Information Technology 18.75 33.01 5.97 17.55 30.53 5.29 0.06 0.33 0.39
Materials 5.47 16.97 0.93 4.91 14.46 0.64 0.00 0.19 0.19
Telecom Services 0.07 4.76 0.03 0.74 28.95 0.22 0.04 -0.03 0.02
Utilities 0.00 0.00 0.00 3.13 13.01 0.41 0.42 0.00 0.42
Cash 3.22 0.04 0.00 0.00 0.00 0.00 -0.87 0.00 -0.87
Total 100.00 23.58 23.58 100.00 24.90 24.90 0.20 -1.52 -1.32


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.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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
Nancy B. Tooke, CFA

Nancy B. Tooke, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2006

Nancy Tooke is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance's small-/mid-cap team. She also manages separate accounts for institutional and high-net-worth clients in both small- and mid-capitalization stocks.

Nancy began her investment career in 1969 with Brown Brothers Harriman & Co. and has since been affiliated with State Street Bank and Trust Co., Equitable Life Assurance Society, Baker Weeks & Co. and E.F. Hutton & Co. in a variety of investment management positions. Prior to joining Eaton Vance in 2006, she was senior managing director and portfolio manager for more than $800 million of small- and mid-capitalization institutional assets at ForstmannLeff Associates. Nancy began managing small- and mid-capitalization strategies at Wertheim Asset Management in 1989, continuing through an acquisition by Schroders, PLC in 1994 and a 2004 sale to ForstmannLeff.

Nancy earned a B.A. from Smith College.

Education
  • B.A. Smith College
Experience
  • Managed Fund since 2006

Fund Literature

Fund Literature

Annual Report

Attribution

Commentary

Fact Sheet

Estimated Capital Gains

Full Prospectus

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

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

Actively Managed Equities

XBRL


 

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    Symbol:  

    NAV as of