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 Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.53 1.74 7.68 19.16 21.86 14.10 7.13
Fund w/Max Sales Charge -6.25 -4.13 1.50 12.28 19.48 12.76 6.50
Return After Taxes on Dist w/Max Sales Charge 12.04 19.26 12.57 6.33
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 7.12 15.43 10.23 5.25
S&P 500 Index2 -1.40 1.13 8.34 19.73 22.97 15.69 8.10
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 Sep 30, 2014

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Investment Objective Long-term, after-tax return
Total Net Assets3 $2.8B
Minimum Investment $1000
Expense Ratio4 1.00%
CUSIP 277911483

Top 10 Holdings (%)5,6 as of Sep 30, 2014

Apple Inc
Intel Corp
Google Inc
Exxon Mobil Corp
Walt Disney Co
NIKE Inc
United Technologies Corp
JPMorgan Chase & Co
Qualcomm Inc
Johnson & Johnson
Total 22.48


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 Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.53 1.74 7.68 19.16 21.86 14.10 7.13
Fund w/Max Sales Charge -6.25 -4.13 1.50 12.28 19.48 12.76 6.50
Return After Taxes on Dist w/Max Sales Charge 12.04 19.26 12.57 6.33
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 7.12 15.43 10.23 5.25
S&P 500 Index2 -1.40 1.13 8.34 19.73 22.97 15.69 8.10
Morningstar™ Large Blend Category7 -1.98 -0.08 6.33 16.84 21.59 14.10 7.51
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 1.00%
Class A Inception 02/28/2001
Performance Inception 03/29/1966
Distribution Frequency Annually


Risk Measures (3 Year)8 as of Sep 30, 2014

Alpha (%) -0.62
Beta 0.99
R-Squared (%) 98.40
Standard Deviation (%) 10.50
Sharpe Ratio 2.08


Morningstar™ Ratings as of Sep 30, 2014

Time Period Rating Rating (Load Waived) Funds in
Large Blend
Category
Overall ** *** 1343
3 Years ** *** 1343
5 Years ** *** 1204
10 Years ** *** 804
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
Oct 30, 2014 $17.06 $0.08
Oct 29, 2014 $16.98 $-0.02
Oct 28, 2014 $17.00 $0.18
Oct 27, 2014 $16.82 $-0.02
Oct 24, 2014 $16.84 $0.12
Oct 23, 2014 $16.72 $0.21
Oct 22, 2014 $16.51 $-0.12
Oct 21, 2014 $16.63 $0.32
Oct 20, 2014 $16.31 $0.14
Oct 17, 2014 $16.17 $0.22

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 Sep 30, 2014

U.S. Common Stocks 94.88
Foreign Common Stocks 3.75
Cash & Other Assets 1.37
Total 100.00

Portfolio Statistics as of Sep 30, 2014

Average Market Cap $141.0B
Price/Earnings Ratio 16.87
Number of Issuers 354
Price/Book Ratio 2.92
Last Capital Gain Date Never


GICS Sector Breakdown (%)5 as of Sep 30, 2014

Sector Fund S&P 500 Index2
Consumer Discretionary 13.07 11.70
Consumer Staples 10.14 9.55
Energy 7.71 9.70
Financials 16.50 16.34
Health Care 13.69 13.89
Industrials 12.34 10.28
Information Technology 22.16 19.66
Materials 2.51 3.45
Telecom Services 0.37 2.43
Utilities 0.13 3.00
Cash 1.38 0.00


Fund Holdings (%)5,11 as of Aug 31, 2014

Holding % of Net Assets
Apple Inc 3.01%
Intel Corp 2.98%
Exxon Mobil Corp 2.25%
United Technologies Corp 2.14%
Walt Disney Co 2.13%
Qualcomm Inc 2.04%
NIKE Inc 1.84%
JPMorgan Chase & Co 1.82%
Oracle Corp 1.75%
Johnson & Johnson 1.72%
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 Sep 30, 2014

Major global stock markets delivered mixed returns for the third quarter of 2014, as U.S. equities recorded modest gains, while some overseas equity markets retreated. Late in the quarter, most stock markets worldwide fell amid renewed worries about the global economy, mounting international tensions and elevated equity valuations.

In the U.S., stocks stalled early in the period, then pulled back sharply in late July on geopolitical and economic concerns. However, many investors viewed the pullback as a buying opportunity, allowing stocks to soon resume their upward trend. In their generally steady rise until the period’s final two weeks, U.S. stocks drew support from the Federal Reserve’s (the Fed) ongoing low-interest-rate policy, along with some positive economic reports.

A number of economic indicators pointed to continued gradual improvement in the U.S. economy, including upbeat data on retail sales, manufacturing activity, construction spending, new home starts and revised GDP growth for the second quarter of 2014. On the employment front, hiring indicators turned up in September after lower-than-expected job creation numbers for August. Overseas, weakening economies in Europe led the European Central Bank (ECB) to adopt further stimulus measures late in the quarter. In China, disappointing economic data for August sparked fresh worries about slowing growth in the world’s second-largest economy.

Among major world equity indexes, after hitting an all-time high during the quarter, the Dow Jones Industrial Average12 returned 2.83%, while the broader S&P 500 Index2 finished the period with a modest gain of 1.9%. The broader S&P 500 Index2 rose 1.1% after also attaining a record high during the quarter. Large-cap U.S. equities generally outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks within both the large- and small-cap space. Overseas, the MSCI EAFE Index13 of developed-market international stocks fell 5.9%, while the MSCI Emerging Markets Index lost 3.5%.

Performance Summary 

Eaton Vance Tax-Managed Growth Fund 1.2 (the Fund) outperformed its benchmark, the S&P 500 Index (the Index), for the quarter ended September 30, 2014, returning 1.74% for Class A shares at net asset value versus the Index’s 1.13% return.

  • The Fund’s outperformance relative to the Index was due primarily to stock selection. Sector allocation also contributed to Fund performance versus the Index.
  • The top-performing economic sectors in the Index were health care, information technology and telecommunication services, while the worst-performing Index sectors were energy, utilities and industrials.
  • Of the 10 economic sectors in the Index, seven posted positive returns for the quarter. The Fund had positive returns in six of the 10 sectors.

Average Annual Returns (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.53 1.74 7.68 19.16 21.86 14.10 7.13
Fund w/Max Sales Charge -6.25 -4.13 1.50 12.28 19.48 12.76 6.50
Return After Taxes on Dist w/Max Sales Charge 12.04 19.26 12.57 6.33
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 7.12 15.43 10.23 5.25
S&P 500 Index2 -1.40 1.13 8.34 19.73 22.97 15.69 8.10
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 Sep 30, 2014

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


Contributors 

Consumer discretionary was the Fund’s top-performing sector versus the Index, thanks to stock selection. An underweight position in the lagging energy sector also contributed to Fund performance relative to the Index. An overweight and stock selection in the outperforming information technology sector further boosted Fund performance versus the Index, as did an underweight in the lagging utilities sector.

  • At the individual stock level, semiconductor giant Intel Corp. made the largest contribution to the Fund’s performance relative to the Index.
  • Athletic footwear maker NIKE, Inc. and biotechnology company Amgen Inc. were also notable individual performance contributors.
  • In addition, off-price retailer TJX Companies, Inc. contributed to the Fund’s performance versus the Index.

Detractors 

Stock selection and an overweight in the lagging industrials sector detracted from the Fund’s performance relative to the Index. In the outperforming telecommunication services sector, the Fund’s underweight hampered relative performance versus the Index. Stock selection in the materials sector also detracted from relative Fund performance.

  • At the individual stock level, United Technologies Corp., a leader in products and services for the aerospace and construction industries, was the Fund’s worst-performing holding .
  • Agricultural equipment manufacturer Deere & Co. also detracted from Fund performance versus the Index.
  • Other notable individual detractors included mobile phone technology company Qualcomm Inc. and oilfield equipment supplier Schlumberger NV.

Investment Outlook And Fund Positioning 

Global stock-market volatility late in the third quarter raised some concerns about the near-term outlook for stocks, with many observers expecting more market turbulence in the coming months. In the U.S., the approaching corporate earnings season and the midterm elections in November could trigger some short-term volatility. In addition, many investors will be closely monitoring equity valuations in the wake of U.S. stocks’ long rise. Looking ahead to 2015, investors will weigh the potential impact on stocks if the Fed, as widely expected, begins to raise short-term interest rates. On the positive side, many observers cite the prospect of ongoing gradual U.S. economic growth as a reason for continued optimism regarding U.S. stocks.

Overseas, geopolitical issues remain a source of concern. Investors worried about deflation and recession risks in Europe will be watching for further stimulus initiatives by the ECB. In China, investors will look for a resolution of policy debates around additional economic stimulus, as well as any signs of accelerating growth.

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 Sep 30, 2014

Apple Inc 2.95
Intel Corp 2.91
Google Inc 2.62
Exxon Mobil Corp 2.10
Walt Disney Co 2.08
NIKE Inc 2.07
United Technologies Corp 2.06
JPMorgan Chase & Co 1.94
Qualcomm Inc 1.89
Johnson & Johnson 1.87
Total 22.48


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

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

Estimated Capital Gains: Estimates as of October 15, 2014

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:  

    NAV as of