Overview

 

The Fund has not paid a capital gain since its inception.1

Tax-managed equity investing can help cushion the effect of future increases in income tax and capital gains rates.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.89 1.14 1.14 21.30 13.71 18.97 6.35
Fund w/Max Sales Charge -4.90 -4.67 -4.67 14.31 11.50 17.57 5.73
Return After Taxes on Dist w/Max Sales Charge 14.07 11.29 17.37 5.56
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 8.29 9.00 14.31 4.61
S&P 500 Index2 0.84 1.81 1.81 21.86 14.64 21.14 7.41
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. 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 Facts as of Mar 31, 2014

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Investment Objective Long-term, after-tax return
Total Net Assets3 $2.7B
Minimum Investment $1000
Expense Ratio4 1.03%
CUSIP 277911483

Top 10 Holdings (%)5,6 as of Mar 31, 2014

United Technologies Corp
GOOGLE INC-CL A
Qualcomm Inc
Intel Corp
Apple Inc
Walt Disney Co
Exxon Mobil Corp
Oracle Corp
JPMorgan Chase & Co
NIKE Inc
Total 22.84


Portfolio Management

Lewis R. Piantedosi Managed Fund since 2006
Yana S. Barton, CFA Managed Fund since 2008
Michael A. Allison, CFA Managed Fund since 2008

 

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. 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

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.89 1.14 1.14 21.30 13.71 18.97 6.35
Fund w/Max Sales Charge -4.90 -4.67 -4.67 14.31 11.50 17.57 5.73
Return After Taxes on Dist w/Max Sales Charge 14.07 11.29 17.37 5.56
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 8.29 9.00 14.31 4.61
S&P 500 Index2 0.84 1.81 1.81 21.86 14.64 21.14 7.41
Morningstar™ Large Blend Category7 0.74 1.69 1.69 21.17 13.09 20.02 6.92
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. 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 (%)

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Fund at NAV 9.12 4.12 13.07 4.13 -33.10 22.59 12.15 0.20 14.87 31.76
S&P 500 Index2 10.88 4.91 15.79 5.49 -37.00 26.46 15.06 2.11 16.00 32.39

Fund Facts

Expense Ratio4 1.03%
Class A Inception 02/28/2001
Performance Inception 03/29/1966
Distribution Frequency Annually


Risk Measures (3 Year)8 as of Mar 31, 2014

Alpha -0.71
Beta 0.99
R-Squared 99.02
Standard Deviation 12.43
Sharpe Ratio 1.10


Morningstar™ Ratings as of Mar 31, 2014

Time Period Rating Rating (Load Waived) Funds in
Large Blend
Category
Overall ** *** 1361
3 Years ** *** 1361
5 Years ** *** 1219
10 Years ** *** 806
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 22, 2014 $16.00 $0.07
Apr 21, 2014 $15.93 $0.06
Apr 17, 2014 $15.87 $0.05
Apr 16, 2014 $15.82 $0.16
Apr 15, 2014 $15.66 $0.09
Apr 14, 2014 $15.57 $0.11
Apr 11, 2014 $15.46 $-0.14
Apr 10, 2014 $15.60 $-0.35
Apr 09, 2014 $15.95 $0.17

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 19, 2013 $0.13760 $15.39
Dec 20, 2012 $0.15230 $12.22
Dec 28, 2011 $0.11100 $10.57
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 History9

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. 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. 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 (%)5,10 as of Mar 31, 2014

U.S. Common Stocks 94.35
Foreign Common Stocks 4.10
Cash & Other Assets 1.55
Total 100.00

Portfolio Statistics as of Mar 31, 2014

Average Market Cap $129.3B
Price/Earnings Ratio 16.12
Number of Issuers 316
Price/Book Ratio 2.79
Last Capital Gain Date Never


GICS Sector Breakdown (%)5 as of Mar 31, 2014

Sector Fund S&P 500 Index2
Consumer Discretionary 13.43 12.05
Consumer Staples 10.64 9.66
Energy 7.80 10.15
Financials 16.82 16.44
Health Care 12.93 13.37
Industrials 12.62 10.65
Information Technology 21.28 18.63
Materials 2.50 3.52
Telecom Services 0.38 2.45
Utilities 0.05 3.07
Cash 1.55 0.00


Fund Holdings (%)5,11 as of Feb 28, 2014

Holding % of Net Assets
Google Inc 2.80%
United Technologies Corp 2.59%
Qualcomm Inc 2.53%
Walt Disney Co 2.41%
Apple Inc 2.31%
Intel Corp 2.26%
Exxon Mobil Corp 2.17%
Oracle Corp 2.12%
NIKE Inc 1.95%
JPMorgan Chase & Co 1.86%
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. 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

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 Average12 lost 0.15% for the quarter, while the S&P 500 Index2 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 Tax-Managed Growth Fund 1.2 (the Fund) underperformed its benchmark, the S&P 500 Index (the Index),2 for the quarter ended March 31, 2014, returning 1.14% for Class A shares at net asset value versus the Index’s 1.81% return.

  • The Fund’s underperformance relative to the Index was due largely to unfavorable sector allocation. Stock selection overall had a slight negative impact on the Fund’s relative performance.
  • The top-performing economic sectors in the Index were utilities, health care and materials, while the worst-performing Index sectors were consumer discretionary, telecommunication services and industrials.
  • Eight of the 10 sectors in the Index posted positive returns for the quarter, while the Fund posted positive returns in seven of the 10 sectors.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.89 1.14 1.14 21.30 13.71 18.97 6.35
Fund w/Max Sales Charge -4.90 -4.67 -4.67 14.31 11.50 17.57 5.73
Return After Taxes on Dist w/Max Sales Charge 14.07 11.29 17.37 5.56
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 8.29 9.00 14.31 4.61
S&P 500 Index2 0.84 1.81 1.81 21.86 14.64 21.14 7.41
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. 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 Facts as of Mar 31, 2014

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Expense Ratio4 1.03%


Contributors 

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

  • Stock selection in several sectors, led by industrials, contributed to the Fund’s performance relative to the Index.
  • At the individual stock level, Teva Pharmaceutical Industries was the Fund’s leading performance contributor.
  • Danish drug maker Novo Nordisk A/S and digital communications firm Qualcomm were the Fund’s second- and third-largest individual contributors, respectively.
  • The Fund’s underweight in biopharmaceutical company Celgene, which underperformed for the quarter, also aided performance versus the Index.

Detractors 

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

  • The Fund’s sizable underweight in the strong-performing utilities sector detracted meaningfully from performance relative to the Index. In terms of stock selection, financials was the Fund’s worst-performing sector.
  • At the individual stock level, athletic footwear leader Nike and coffee giant Starbucks were the Fund’s two biggest performance detractors.
  • Other notable individual detractors included discount apparel retailer TJX Cos. and aerospace leader Boeing.
  • The Fund’s underweight in Bank of America, which outperformed for the quarter, also hurt performance versus the Index.

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.

As always, our process remains focused on identifying the most promising growth companies that appear to be selling at attractive valuations, while maintaining our disciplined risk parameters.

Top 10 Holdings (%)5,6 as of Mar 31, 2014

United Technologies Corp 2.58
GOOGLE INC-CL A 2.56
Qualcomm Inc 2.54
Intel Corp 2.36
Apple Inc 2.35
Walt Disney Co 2.30
Exxon Mobil Corp 2.20
Oracle Corp 2.13
JPMorgan Chase & Co 1.98
NIKE Inc 1.84
Total 22.84


 

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. 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 available.

 

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. 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
Lewis R. Piantedosi

Lewis R. Piantedosi

Vice President, Eaton Vance Management
Joined Eaton Vance 1999

Lew Piantedosi is a vice president of Eaton Vance Management, a member of the Equity Strategy Committee, and lead portfolio manager on Eaton Vance's large-cap growth and focused large-cap growth teams.

Lew joined Eaton Vance in 1999 after serving as partner, portfolio manager and equity analyst with Freedom Capital Management. He had previously been associated with Eaton Vance Management as a research analyst from 1993 to 1996 and rejoined the company in his current position in 1999.

Lew earned a B.A. in economics from Framingham State College and an M.B.A. with a concentration in finance from Bentley College.

His commentary has appeared in Barron's, Bloomberg TV, The Boston Globe, Business Week, The New York Times, The Pittsburgh Post-Gazette, SmartMoney, Standard & Poor's, Toronto Globe & Mail and The Wall Street Journal, among other publications.

Education
  • B.A. Framingham State College
  • M.B.A McCallum Graduate School of Business, Bentley College
Experience
  • Managed Fund since 2006
Biography
Yana S. Barton, CFA

Yana S. Barton, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1997

Yana Barton is a vice president of Eaton Vance Management, a member of the Equity Strategy Committee, and portfolio manager on Eaton Vance's large-cap growth and focused large-cap growth teams.

Yana began her career in the investment management industry when she joined Eaton Vance in 1997 as an equity research associate.

Yana earned a B.S. in business administration with a minor in economics from the University of Florida. She is a CFA charterholder and is a member of the Boston Security Analysts Society and the CFA Institute.

Education
  • B.S.B.A., The University of Florida
Experience
  • Managed Fund since 2008
Biography
Michael A. Allison, CFA

Michael A. Allison, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2000

Mike Allison is a vice president of Eaton Vance Management, a member of the Equity Strategy Committee and portfolio manager on Eaton Vance's structured equity team.

Mike joined Eaton Vance in 2000. Previously, beginning in 1988, he was an equity analyst for Schroders Investment Management, North America. From 1993 to 1998, he served as an equity research analyst for Fleet Investment Advisors. Other experience includes serving as an investment analyst for Phoenix Home Life Mutual Fund Insurance Co. in Hartford, CT, from 1991 to 1993.

Mike earned a B.S.B.A. from the University of Denver in 1990. He is a CFA charterholder and is a member of the Boston Security Analysts Society and the Association for Investment Management and Research.

Education
  • B.S.B.A., The University of Denver
Experience
  • Managed Fund since 2008

Fund Literature

Fund Literature

Annual Report

Income, Volatility and Taxes Guide

Commentary

Fact Sheet

Taxes: Seeking tax-efficient income and equity

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