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, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.39 1.09 1.09 12.04 15.03 12.76 7.07
Fund w/Max Sales Charge -7.04 -4.74 -4.74 5.61 12.78 11.44 6.43
Return After Taxes on Dist w/Max Sales Charge 5.39 12.55 11.24 6.25
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.36 10.00 9.13 5.19
S&P 500 Index2 -1.58 0.95 0.95 12.73 16.11 14.46 8.01
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, 2015

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Investment Objective Long-term, after-tax return
Total Net Assets3 $2.9B
Minimum Investment $1000
Expense Ratio4 1.00%
CUSIP 277911483

Top 10 Holdings (%)5,6 as of Mar 31, 2015

Apple Inc
Google Inc
NIKE Inc
Exxon Mobil Corp
Walt Disney Co
Intel Corp
Facebook Inc
JPMorgan Chase & Co
Wells Fargo & Co
United Technologies Corp
Total 22.12


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, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -1.39 1.09 1.09 12.04 15.03 12.76 7.07
Fund w/Max Sales Charge -7.04 -4.74 -4.74 5.61 12.78 11.44 6.43
Return After Taxes on Dist w/Max Sales Charge 5.39 12.55 11.24 6.25
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.36 10.00 9.13 5.19
S&P 500 Index2 -1.58 0.95 0.95 12.73 16.11 14.46 8.01
Morningstar™ Large Blend Category7 -1.35 1.13 1.13 10.34 14.87 12.97 7.32
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 (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 4.12 13.07 4.13 -33.10 22.59 12.15 0.20 14.87 31.76 12.10
S&P 500 Index2 4.91 15.79 5.49 -37.00 26.46 15.06 2.11 16.00 32.39 13.69

Fund Facts

Expense Ratio4 1.00%
Class A Inception 02/28/2001
Performance Inception 03/29/1966
Distribution Frequency Annually


Risk Measures (3 Year)8 as of Mar 31, 2015

Alpha (%) -0.89
Beta 1.00
R-Squared (%) 98.22
Standard Deviation (%) 9.64
Sharpe Ratio 1.55


Morningstar™ Ratings as of Mar 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Large Blend
Category
Overall *** *** 1333
3 Years ** *** 1333
5 Years ** *** 1184
10 Years *** *** 808
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
Apr 23, 2015 $18.05 $0.02
Apr 22, 2015 $18.03 $0.08
Apr 21, 2015 $17.95 $0.00
Apr 20, 2015 $17.95 $0.16
Apr 17, 2015 $17.79 $-0.21
Apr 16, 2015 $18.00 $-0.03
Apr 15, 2015 $18.03 $0.10
Apr 14, 2015 $17.93 $0.02
Apr 13, 2015 $17.91 $-0.07
Apr 10, 2015 $17.98 $0.08

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 19, 2014 $0.15730 $17.60
Dec 19, 2013 $0.13760 $15.39
Dec 20, 2012 $0.15230 $12.22
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 (%)6,10 as of Mar 31, 2015

U.S. Common Stocks 95.16
Foreign Common Stocks 3.64
Cash & Other Assets 1.20
Total 100.00

Portfolio Statistics as of Mar 31, 2015

Average Market Cap $147.7B
Price/Earnings Ratio 18.07
Number of Issuers 379
Price/Book Ratio 3.15
Last Capital Gain Date Never


GICS Sector Breakdown (%)6 as of Mar 31, 2015

Sector Fund S&P 500 Index2
Consumer Discretionary 14.78 12.60
Consumer Staples 10.90 9.69
Energy 6.36 8.04
Financials 16.25 16.21
Health Care 14.66 14.93
Industrials 12.07 10.37
Information Technology 21.03 19.68
Materials 2.26 3.16
Telecom Services 0.35 2.28
Utilities 0.14 3.04
Cash 1.20 0.00


Fund Holdings (%)6,11 as of Feb 28, 2015

Holding % of Net Assets
Apple Inc 3.65%
Intel Corp 2.25%
Walt Disney Co 2.18%
NIKE Inc 2.15%
United Technologies Corp 2.06%
JPMorgan Chase & Co 1.86%
Exxon Mobil Corp 1.84%
Johnson & Johnson 1.78%
Facebook Inc 1.71%
Wells Fargo & Co 1.62%
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 Dec 31, 2014

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

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

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

Reflecting divergent economic outlooks for the U.S. and other global regions, major stock market indexes delivered mixed results for the fourth quarter. The Dow Jones Industrial Average12 advanced 5.20%, hitting multiple all-time closing highs during the quarter. The broader S&P 5002 Index also attained new highs, finishing the period with a 4.93% gain. Globally, the MSCI World Index returned 0.66%. The MSCI EAFE Index13 of developed-market international equities lost 3.57%, while the MSCI Emerging Markets Index dropped 4.50%.

Performance Summary 

Eaton Vance Tax-Managed Growth Fund 1.2 (the Fund) underperformed its benchmark, the S&P 500 Index (the Index), for the quarter ended December 31, 2014, returning 4.11% for Class A shares at net asset value versus the Index’s 4.93% return.

  • The Fund’s underperformance relative to the Index was due to stock selection. Sector allocation made a positive contribution to the Fund’s relative performance.
  • The top-performing economic sectors in the Index were utilities, consumer discretionary and consumer staples, while the worst-performing Index sectors were energy, telecommunication services and materials.
  • Of the 10 economic sectors in the Index, seven posted positive returns for the quarter. The Fund also recorded positive returns in seven sectors.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.36 4.11 12.10 12.10 19.25 13.77 6.72
Fund w/Max Sales Charge -6.08 -1.85 5.66 5.66 16.92 12.43 6.09
Return After Taxes on Dist w/Max Sales Charge 5.44 16.68 12.23 5.91
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 3.39 13.34 9.95 4.90
S&P 500 Index2 -0.25 4.93 13.69 13.69 20.39 15.45 7.67
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 Dec 31, 2014

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Expense Ratio4 1.00%


Contributors 

Telecommunication services was the Fund’s top-performing sector versus the Index, thanks to an underweight position in the lagging sector. Stock selection and an overweight in the outperforming consumer discretionary sector also boosted the Fund’s performance relative to the Index. In the lagging energy sector, an underweight overcame unfavorable stock selection to contribute to the Fund’s relative performance.

  • At the individual stock level, specialty retailer TJX Companies, Inc. made the largest contribution to the Fund’s performance relative to the Index.
  • The Fund’s underweight in computer services giant International Business Machines was additive to relative performance.
  • In addition, software leader Oracle Corp. and telecommunications giant Verizon Communications, Inc. aided the Fund’s relative performance.

Detractors 

Financials and information technology were the Fund’s worst-performing sectors for the quarter, both due to stock selection. An underweight in the outperforming utilities sector also detracted from the Fund’s performance versus the Index, as did stock selection in the health care sector.

  • At the individual stock level, oil and gas producer Apache Corp. was the Fund’s biggest performance detractor for the three-month period.
  • Another large oil and gas exploration and production company, Anadarko Petroleum Corp., also detracted from the Fund’s performance relative to the Index.
  • Social networking company Twitter Inc. and brokerage firm Stifel Financial Corp. were also among the Fund’s worst-performing individual stocks.

Investment Outlook And Fund Positioning 

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

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

As always, 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.

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

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

Apple Inc 3.17
Intel Corp 2.56
Google Inc 2.37
NIKE Inc 2.15
United Technologies Corp 2.08
Walt Disney Co 2.05
Exxon Mobil Corp 1.94
JPMorgan Chase & Co 1.92
Johnson & Johnson 1.84
Oracle Corp 1.73
Total 21.81


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 currently 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

Lewis Piantedosi is a vice president of Eaton Vance Management, portfolio manager and team leader of Eaton Vance’s growth team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 1993.

Lew began his career in the investment management industry with Eaton Vance, where he worked for three years. He then served as partner, portfolio manager and equity analyst with Freedom Capital Management for another three years before rejoining Eaton Vance in 1999.

Lew earned a B.A. from Framingham State College and an MBA from Bentley University.

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 and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

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

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 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

Semi-Annual Report

Summary Prospectus

XBRL


 

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    Symbol:  

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