Overview

Growth of $10,000

10-year period ended 03/31/2016

  • Class A at NAV

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 5.83 -1.83 -1.83 -2.46 6.03 6.17 3.87
Fund w/Max Sales Charge -0.22 -7.50 -7.50 -8.04 3.96 4.91 3.26
Return After Taxes on Dist w/Max Sales Charge -8.87 3.01 4.01 2.34
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -3.85 3.03 3.88 2.67
MSCI World Index1 6.79 -0.35 -0.35 -3.45 6.81 6.51 4.27
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Factsas of Mar 31, 2016

Class A Inception 05/30/2003
Investment Objective After-tax total return
Total Net Assets $826.7M
Minimum Investment $1000
Expense Ratio2 1.18%
CUSIP 277923108

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

S&P500 EMINI FUT Jun16
Alphabet Inc
Nippon Telegraph & Telephone Corp
General Electric Co
Royal Dutch Shell PLC
Visa Inc
Roche Holding AG
Wells Fargo & Co
United Technologies Corp
Synchrony Financial
Total 28.35

Portfolio Management

Christopher M. Dyer, CFA Managed Fund since 2015
Michael A. Allison, CFA Managed Fund since 2013
John H. Croft, CFA Managed Fund since 2010

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

About Risk 

Fund performance is sensitive to stock market volatility. Changes in the dividend policies of companies could make it difficult to provide a predictable level of income. 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. Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 5.83 -1.83 -1.83 -2.46 6.03 6.17 3.87
Fund w/Max Sales Charge -0.22 -7.50 -7.50 -8.04 3.96 4.91 3.26
Return After Taxes on Dist w/Max Sales Charge -8.87 3.01 4.01 2.34
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -3.85 3.03 3.88 2.67
MSCI World Index1 6.79 -0.35 -0.35 -3.45 6.81 6.51 4.27
Morningstar™ World Stock Category5 6.84 0.10 0.10 -4.46 5.67 5.48 4.13
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 19.00 5.63 -33.43 20.73 8.10 -1.18 13.82 20.68 3.10 2.97
MSCI World Index1 20.07 9.04 -40.71 29.99 11.76 -5.54 15.83 26.68 4.94 -0.87

Fund Facts

Expense Ratio2 1.18%
Class A Inception 05/30/2003
Distribution Frequency Monthly

Yield Information6as of Mar 31, 2016

Distribution Rate at NAV 3.94%
SEC 30-day Yield 1.80%

Risk Measures (3 Year)7as of Mar 31, 2016

Alpha (%) 0.11
Beta 0.86
R-Squared (%) 95.32
Standard Deviation (%) 10.50
Sharpe Ratio 0.57

Morningstar™ Ratingsas of Mar 31, 2016

Time Period Rating Rating (Load Waived) Funds in
World Stock
Category
Overall *** **** 991
3 Years ** *** 991
5 Years *** **** 774
10 Years *** **** 421
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
May 02, 2016 $11.16 $0.10
Apr 29, 2016 $11.06 -$0.05
Apr 28, 2016 $11.11 -$0.07
Apr 27, 2016 $11.18 $0.01
Apr 26, 2016 $11.17 $0.03
Apr 25, 2016 $11.14 -$0.04
Apr 22, 2016 $11.18 $0.00
Apr 21, 2016 $11.18 -$0.06
Apr 20, 2016 $11.24 $0.03
Apr 19, 2016 $11.21 $0.06
View All

Distribution History8

Ex-Date Distribution Reinvest NAV
Apr 19, 2016 $0.03600 $11.21
Mar 21, 2016 $0.03600 $10.97
Feb 19, 2016 $0.03600 $10.38
Dec 31, 2015 $0.03600 $11.25
Dec 17, 2015 $0.03600 $11.24
Nov 19, 2015 $0.03600 $11.56
Oct 20, 2015 $0.03600 $11.33
Sep 21, 2015 $0.03600 $11.03
Aug 19, 2015 $0.03600 $11.62
Jul 21, 2015 $0.03600 $11.89
View All
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus

Capital Gain History8

Ex-Date Short-Term Long-Term Reinvest NAV
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 performance is sensitive to stock market volatility. Changes in the dividend policies of companies could make it difficult to provide a predictable level of income. 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. Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 (%)4,9,10as of Mar 31, 2016

Foreign Common Stocks 55.32
U.S. Common Stocks 32.65
Preferred Stock 4.25
Cash 3.21
Foreign Corporate Bonds 2.93
U.S. Corporate Bonds 1.64
Total 100.00

Portfolio Statisticsas of Mar 31, 2016

Average Market Cap $80.7B
Price/Earnings Ratio 15.84
Number of Holdings 182
Price/Book Ratio 2.07
Last Capital Gain Date Never

GICS Sector Breakdown (%)4,9as of Mar 31, 2016

Sector Fund MSCI World Index1
Consumer Discretionary 12.15 13.27
Consumer Staples 10.14 10.94
Energy 4.86 6.36
Financials 27.05 19.57
Health Care 10.13 12.74
Industrials 12.25 10.97
Information Technology 9.51 14.41
Materials 2.02 4.60
Telecom Services 4.97 3.65
Utilities 4.47 3.49
Cash 2.47 0.00

Assets by Country (%)4as of Mar 31, 2016

United States 39.06
United Kingdom 10.86
France 8.35
Sweden 6.31
Switzerland 5.21
Germany 4.92
Japan 4.79
Finland 4.77
Netherlands 2.49
Cash & Other Assets 2.47
Total 100.00
View All

Geographic Mix (%)4as of Mar 31, 2016

Europe 50.32
North America 39.06
Asia/Pacific 6.71
Middle East 0.81
Latin America/Caribbean 0.63
Cash & Other Assets 2.47
Total 100.00

Fund Holdings (%)4,11as of Mar 31, 2016

Holding % of Net Assets
Alphabet Inc - CL C 2.36%
US DOLLARS 2.18%
Nippon Telegraph & Telephone Corp 1.40%
General Electric Co 1.38%
Royal Dutch Shell PLC 1.36%
Visa Inc 1.32%
Roche Holding AG 1.30%
Wells Fargo & Co 1.26%
United Technologies Corp 1.24%
Synchrony Financial 1.20%
View All

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

About Risk 

Fund performance is sensitive to stock market volatility. Changes in the dividend policies of companies could make it difficult to provide a predictable level of income. 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. Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 Dec 31, 2015

Major stock markets worldwide recorded gains for the fourth quarter of 2015, despite a spike in volatility late in the period.

U.S. stocks began the three-month period on the upswing, buoyed by positive economic data. In addition to continued gains in the U.S. job market, other indicators, including housing and auto sales, also showed strength. Expressing confidence in the economy, the U.S. Federal Reserve (Fed) made its long-anticipated move in mid-December 2015, raising interest rates for first time since June 2006. After initially advancing following the Fed announcement, U.S. stocks fell back amid renewed concerns about sluggish global economic growth, falling energy prices and weak corporate profits. In particular, the strong U.S. dollar constrained profits for many multinational firms. While consumer spending rose during the quarter, it failed to meet some expectations for a spending surge driven by savings at the gas pump. In the final month of the period, equity market volatility increased markedly amid weak commodity prices and uncertainty over future interest rates. Globally, China's economic slowdown and falling energy prices weighed on other world economies, particularly large emerging markets such as South Korea, Brazil and South Africa.

Despite the late-period volatility, major stock indexes finished up for the quarter. In the U.S., the Dow Jones Industrial Average12 advanced 7.70%, while the broader S&P 500 Index13 rose 7.04%. Large-cap U.S. stocks outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks in both the large- and small-cap categories. Globally, the MSCI EAFE Index14 of developed-market international equities returned 4.71% for the period, while the MSCI Emerging Markets Index15 eked out a 0.66% gain.

Performance Summary 

Eaton Vance Tax-Managed Global Dividend Income Fund (the Fund) outperformed its benchmark, the MSCI World Index (the Index)1, for the quarter ended December 31, 2015, returning 5.79% for Class A shares at net asset value versus the Index's 5.50% return.

  • Global equity markets generally benefited from a rebound in the asset class in the fourth quarter, with 20 out of the 23 Index countries posting positive returns over the three-month period.
  • From a sector standpoint, nine out of the 10 Index sectors had positive performance during the quarter, led by information technology. Energy, the only negative-performing sector, continued to lag behind all others.
  • Preferred securities, as measured by the BofA Merrill Lynch Fixed Rate Preferred Securities Index,16 underperformed the Index for the quarter. As of December 31, 2015, preferred securities comprised 4.20% of the Fund's total net assets.

Historic Returns (%)as of Dec 31, 2015

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -1.63 5.79 2.97 2.97 8.61 7.58 4.64
Fund w/Max Sales Charge -7.27 -0.32 -2.93 -2.93 6.49 6.32 4.02
Return After Taxes on Dist w/Max Sales Charge -3.79 5.52 5.41 3.10
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -0.94 4.98 4.99 3.27
MSCI World Index1 -1.76 5.50 -0.87 -0.87 9.63 7.59 4.98
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Factsas of Dec 31, 2015

Class A Inception 05/30/2003
Expense Ratio2 1.18%

Contributors 

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

  • Stock selection was a strong contributor to relative Fund performance in the fourth quarter, specifically within industrials and information technology. Selection within financials was also a contributor to relative Fund performance.
  • Alphabet, a newly founded holding company for Google, whose main line of business will include search, maps, apps, YouTube, Android and the related technical infrastructure, was the Fund's top individual performance contributor for the quarter.
  • The Fund's position in industrial conglomerate General Electric (GE) was also a top contributor to relative performance. Shares of GE advanced in the fourth quarter, as investors appeared to reward the company's divestment of its financial services arm and its renewed focus on industrial businesses.

Detractors 

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

  • From a stock selection standpoint, the consumer discretionary and health care sectors had the biggest negative impacts on the Fund's performance versus the Index.
  • A slight overweight in energy, as well as unfavorable stock selection within the sector, detracted from relative Fund performance. The Fund's overweight in Royal Dutch Shell was the largest detractor within energy.
  • The Fund's avoidance of information technology giant Microsoft Corp. was the largest individual stock detractor for the quarter, as the stock outperformed the overall Index.

Investment Outlook And Fund Positioning 

Equity market volatility may continue in the coming months, as investors monitor conflicting trends in the U.S. and global economies. In the U.S., much attention will be on the Fed for indications regarding its next interest-rate move. While on a "gradual" trajectory, further improvement in U.S. economic data may prompt the Fed to hike rates sooner rather than later. Investors will also consider the potential impact on the U.S. economy from slowing overseas growth and continued weak oil prices. In addition, concern over slipping corporate profits is likely to keep investor focus on stock valuations, as continued dollar strength would put further pressure on U.S. multinational companies.

Overseas, prospects for near-term improvement in China's huge economy remain dim, which likely means further distress for developed and emerging markets worldwide. Investors will look for any positive signs from China's effort to move toward a more consumer-and services-driven economy.

Top 10 Holdings (%)3,4as of Dec 31, 2015

Alphabet Inc - CL C 3.51
General Electric Co 2.20
Wells Fargo & Co 2.07
United Technologies Corp 2.04
Prudential PLC 1.96
Royal Dutch Shell PLC 1.91
Credit Suisse Group AG 1.90
Synchrony Financial 1.85
JPMorgan Chase & Co 1.82
Facebook Inc 1.70
Total 20.96

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 performance is sensitive to stock market volatility. Changes in the dividend policies of companies could make it difficult to provide a predictable level of income. 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. Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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

No attribution information is currently available.

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

About Risk 

Fund performance is sensitive to stock market volatility. Changes in the dividend policies of companies could make it difficult to provide a predictable level of income. 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. Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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

Christopher M. Dyer, CFA

Vice President, Director of Global Equity, Eaton Vance Management (International) Limited
Joined Eaton Vance 2015

Christopher Dyer is a vice president of Eaton Vance Management (International) Limited and director of global equity. He is responsible for building and leading a global equity investment team, and managing global and international equity portfolios. He joined Eaton Vance in 2015.

Chris began his career in the financial services industry in 2001. Before joining Eaton Vance, he was managing director and head of European equity for Goldman Sachs Asset Management (GSAM), where he was affiliated since 2001.

Chris earned a B.S., cum laude, from Georgetown University and an MBA from The Wharton School, University of Pennsylvania. He is a CFA charterholder.

Education
  • B.S. Georgetown University
  • M.B.A. The Wharton School, University of Pennsylvania
Experience
  • Managed Fund since 2015
Biography
Michael A. Allison, CFA

Michael A. Allison, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2000

Michael Allison is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2000.

Mike began his career in the investment management industry in 1988. Before joining Eaton Vance, Mike was an equity analyst for Schroder Investment Management North America Inc. He was also affiliated with Fleet Investment Advisors and Phoenix Home Life Mutual Fund Insurance Co.

Mike earned a B.S.B.A. from the University of Denver. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Denver
Experience
  • Managed Fund since 2013
Biography
John H. Croft, CFA

John H. Croft, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2004

John Croft is a vice president of Eaton Vance Management, director of credit research and portfolio manager on Eaton Vance’s investment-grade fixed-income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s investment-grade fixed-income strategies. He also leads the liability-driven investment (LDI) solutions effort. He joined Eaton Vance in 2004.

John began his career in the investment management industry in 1986. Before joining Eaton Vance, he was a credit analyst with Fidelity Management & Research Co.

John earned a B.A. from Colgate University and an MBA from the University of Chicago Graduate School of Business. He is a CFA charterholder.

Education
  • B.A. Colgate University
  • M.B.A. Booth School of Business, University of Chicago
Experience
  • Managed Fund since 2010

Literature

Literature

Fact Sheet

Commentary

Annual Report

Full Prospectus

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

Eaton Vance Announces Upcoming Retirement of Walter A. Row III

Eaton Vance Announces Upcoming Retirement of Judith A. Saryan, CFA, and Changes to Eaton Vance Dividend Fund Portfolio Teams

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

XBRL


 

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