Overview

Growth of $10,000

Since Fund inception ended 06/30/2016

  • Class A at NAV

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 2.86 3.10 5.90 3.90 10.03 14.39
Fund w/Max Sales Charge -3.03 -2.82 -0.17 -2.09 7.87 12.92
Russell 1000 Index1 3.81 5.87 7.69 4.84 10.92 13.20 14.77
06/30/2016
Fund at NAV -0.93 -0.06 2.95 4.17 10.68 13.96
Fund w/Max Sales Charge -6.61 -5.78 -2.95 -1.80 8.51 12.47
Russell 1000 Index1 0.23 2.54 3.74 2.93 11.47 11.87 14.12
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. Max Sales Charge: 5.75%.

Fund Factsas of Jul 31, 2016

Class A Inception 01/03/2012
Investment Objective Long-term capital growth
Total Net Assets $228.0M
Minimum Investment $1000
Expense Ratio (Gross)2 1.35%
Expense Ratio (Net)2,3 1.20%
CUSIP 277902466

Top 10 Holdings (%)4,5as of Jun 30, 2016

Markel Corp
TJX Cos Inc
White Mountains Insurance Group Ltd
Ball Corp
US Bancorp
Ross Stores Inc
ANSYS Inc
Affiliated Managers Group Inc
DENTSPLY SIRONA Inc
Oracle Corp
Total 47.69

Portfolio Management

William O. Bell IV, CFA Managed Fund since inception
W. Matthew Hereford, CFA Managed Fund since inception
Charles B. Reed, CFA Managed Fund since inception

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. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Performance

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 2.86 3.10 5.90 3.90 10.03 14.39
Fund w/Max Sales Charge -3.03 -2.82 -0.17 -2.09 7.87 12.92
Russell 1000 Index1 3.81 5.87 7.69 4.84 10.92 13.20 14.77
Morningstar™ Large Growth Category6 5.00 5.78 2.93 -0.40 10.31 11.37
06/30/2016
Fund at NAV -0.93 -0.06 2.95 4.17 10.68 13.96
Fund w/Max Sales Charge -6.61 -5.78 -2.95 -1.80 8.51 12.47
Russell 1000 Index1 0.23 2.54 3.74 2.93 11.47 11.87 14.12
Morningstar™ Large Growth Category6 -1.47 0.54 -1.93 -2.33 10.58 9.98
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. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 29.30 11.35 2.57
Russell 1000 Index1 15.46 5.77 -37.60 28.43 16.10 1.50 16.42 33.11 13.24 0.92

Fund Facts

Expense Ratio (Gross)2 1.35%
Expense Ratio (Net)2,3 1.20%
Class A Inception 01/03/2012
Distribution Frequency Annually

Morningstar™ Ratingsas of Jul 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall ** *** 1482
3 Years ** *** 1482
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.

© 2016 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
Aug 29, 2016 $17.65 $0.04
Aug 26, 2016 $17.61 $0.01
Aug 25, 2016 $17.60 $0.04
Aug 24, 2016 $17.56 -$0.09
Aug 23, 2016 $17.65 $0.03
Aug 22, 2016 $17.62 -$0.03
Aug 19, 2016 $17.65 $0.06
Aug 18, 2016 $17.59 $0.03
Aug 17, 2016 $17.56 $0.00
Aug 16, 2016 $17.56 -$0.17
View All

Distribution History7

Ex-Date Distribution Reinvest NAV
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 History7

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 10, 2015 $0.10630 $0.43990 $16.79
Dec 11, 2014 $0.02980 $0.18520 $16.48
Dec 12, 2013 $0.00580 $0.04260 $14.71
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

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. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Portfolio

Asset Mix (%)5,8as of Jun 30, 2016

U.S. Common Stocks 86.19
Foreign Common Stocks 7.02
Cash 6.78
Total 100.00

Portfolio Statisticsas of Jun 30, 2016

Average Market Cap $42.9B
Price/Earnings Ratio 21.10
Number of Holdings 28
Price/Book Ratio 3.24

GICS Sector Breakdown (%)5as of Jun 30, 2016

Sector Fund Russell 1000 Index1
Consumer Discretionary 18.07 12.83
Consumer Staples 5.19 9.85
Energy 0.00 7.10
Financials 24.81 16.76
Health Care 15.72 14.51
Industrials 1.84 9.95
Information Technology 17.21 19.34
Materials 10.38 3.20
Telecom Services 0.00 2.79
Utilities 0.00 3.68
Cash 6.78 0.00

Market Cap Breakdown (%)5,9as of Jun 30, 2016

> $150 Billion 11.68
$50-150 Billion 19.90
$15-50 Billion 21.16
$5-15 Billion 41.31
$1.5-5 Billion 5.95
< $1.5Billion 0.00

Fund Holdings (%)5,10as of Jun 30, 2016

Holding % of Net Assets
Markel Corp 7.60%
EV Cash Reserves Fund 6.78%
TJX Cos Inc 6.18%
White Mountains Insurance Group Ltd 5.54%
Ball Corp 4.94%
US Bancorp 4.73%
Ross Stores Inc 3.86%
ANSYS Inc 3.80%
Affiliated Managers Group Inc 3.77%
DENTSPLY SIRONA Inc 3.70%
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. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Insights & Analysis

Commentary

A Word On The Markets as of Jun 30, 2016

Turmoil following Britain's vote to exit the European Union left major global equity markets with mixed results for the second quarter of 2016.

The outcome of the June 23 "Brexit" vote sent stocks into a two-day tailspin. However, the market's subsequent rebound regained much of the lost ground, leaving some indexes in the black for the three-month period. The British referendum capped a quarter marked by rising stock market volatility, as a range of economic and geopolitical factors had investors on edge. By quarter-end, the yield on the 10-year U.S. Treasury had fallen below 1.5% amid many investors' flight to quality assets.

U.S. stocks advanced early in the period on positive economic news, including strong retail sales, job market gains and higher energy prices. The continued slow-but-steady economic growth led to expectations that the U.S. Federal Reserve (Fed) would likely raise interest rates at its June meeting. But, after a disappointing May jobs report, the Fed left rates unchanged amid new doubts about the health of the economy. U.S. stocks mounted a brief recovery in the days following the Fed announcement, only to fall sharply in the wake of the Brexit vote.

For the full three-month period, the Dow Jones Industrial Average11 recorded a 2.07% gain, while the broader S&P 500 Index12 advanced 2.46%. The technology-laden NASDAQ Composite Index13 fell 0.56%. In general, small-cap U.S. stocks outperformed their large-cap counterparts during the quarter.

Globally, Brexit loomed over equity markets in the months leading up to the June 23 vote and continued to dominate investor concerns in the aftermath of the referendum. European stocks, which rose early in the period, suffered heavier post-Brexit losses than U.S. shares, fueling a 1.46% decline in the MSCI EAFE Index14 of developed-market international equities. By contrast, China's post-Brexit stock market losses were relatively moderate.

Performance Summary 

Eaton Vance Atlanta Capital Select Equity Fund (the Fund) underperformed its benchmark, the Russell 1000 Index1 (the Index), for the quarter ended June 30, 2016, returning -0.06% for Class I shares at net asset value versus the Index's 2.54% return.

  • U.S. large-cap markets moved higher during the second quarter, with the Russell 1000 Index gaining 2.54%. Eight of the 10 economic sectors within the Index saw positive returns during the quarter. Performance was driven by traditionally defensive sectors like telecommunication services, utilities and consumer staples. Previously weak sectors like energy and materials experienced strong gains on improving commodity prices. Information technology and consumer discretionary lagged for the quarter.
  • The Fund underperformed the Index during the quarter, driven primarily by stock selection. Sector allocation also had a net negative impact during the quarter.
  • On the positive side, information technology aided relative performance. Financials, energy and health care were areas that notably detracted from performance.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV -0.93 -0.06 2.95 4.17 10.68 13.96
Fund w/Max Sales Charge -6.61 -5.78 -2.95 -1.80 8.51 12.47
Russell 1000 Index1 0.23 2.54 3.74 2.93 11.47 11.87 14.12
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. Max Sales Charge: 5.75%.

Fund Factsas of Jun 30, 2016

Class A Inception 01/03/2012
Expense Ratio (Gross)2 1.35%
Expense Ratio (Net)2,3 1.20%

Contributors 

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

  • Selection was positive in two of the seven sectors owned by the Fund, information technology and consumer staples. At the industry level, lack of exposure to the underperforming technology hardware storage & peripherals industry helped, as did selection in the food & staples retailing group.
  • The Fund's underweights to information technology and industrials were helpful from an allocation perspective, as were its overweights to materials and health care.
  • The Fund's top five individual performance contributors included two financial companies (Markel and White Mountain Insurance) and a health care firm (Teleflex), as well as lack of exposure to two information technology names (Apple and Microsoft) that are large Index constituents.

Detractors 

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

  • Stock selection was negative in five of the seven sectors owned by the Fund and was weakest in financials, health care and materials. From an allocation standpoint, the biggest detractor was the Fund's lack of exposure to energy. At the industry level, stock selection was challenging in the capital markets group.
  • Lack of exposure to the oil price-sensitive energy sector, which made a substantive move higher during the quarter, dampened relative performance. Underweights to defensive, yield-oriented sectors and industries such as telecommunication services, utilities and real estate investment trusts (REITs) were additional detractors from an allocation perspective.
  • The Fund's five primary individual performance detractors included two financial positions (TD Ameritrade and Affiliated Managers Group), two information technology names (Alliance Data Systems and Checkpoint Software Technologies) and a consumer discretionary company (TJX Companies).

Investment Outlook And Fund Positioning 

With equity markets near record highs, investors have a lot to consider as they look at the current landscape. Anemic global growth, historically low interest rates, terrorism, a presidential election and the United Kingdom's recent decision to leave the European Union (EU) could all lead to periods of increased market volatility. We continue to believe that the best solution is to focus on high-quality equities, which should perform well in rising markets, while potentially providing downside protection in more volatile periods.

As of quarter-end, the Fund contained 28 stocks representing seven of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight financials, materials and consumer discretionary. The Fund was underweight industrials, consumer staples, information technology and health care and had no exposure to energy, utilities or telecommunication services.

Top 10 Holdings (%)4,5as of Jun 30, 2016

Markel Corp 7.60
TJX Cos Inc 6.18
White Mountains Insurance Group Ltd 5.54
Ball Corp 4.94
US Bancorp 4.73
Ross Stores Inc 3.86
ANSYS Inc 3.80
Affiliated Managers Group Inc 3.77
DENTSPLY SIRONA Inc 3.70
Oracle Corp 3.58
Total 47.69

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. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.

Attribution

Sector Attributionas of Jun 30, 2016

Fund Russell 1000 Index1 Attribution
Sectors Average Weight Total Return Contrib. to Return Average Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 16.85 -1.47 -0.22 13.26 -1.25 -0.17 -0.15 -0.03 -0.18
Consumer Staples 4.81 5.43 0.28 9.59 4.70 0.45 -0.09 0.06 -0.03
Energy 0.00 0.00 0.00 6.79 11.32 0.73 -0.56 0.00 -0.56
Financials 25.58 -0.51 -0.11 16.78 2.56 0.44 0.02 -0.76 -0.75
Health Care 15.33 3.71 0.54 14.38 6.13 0.87 0.04 -0.35 -0.32
Industrials 1.84 -6.52 -0.12 10.32 1.26 0.11 0.10 -0.15 -0.04
Information Technology 18.13 -1.78 -0.34 19.64 -2.24 -0.44 0.11 0.05 0.16
Materials 10.38 1.30 0.14 3.27 4.16 0.13 0.13 -0.29 -0.17
Telecom Services 0.00 0.00 0.00 2.56 7.26 0.19 -0.12 0.00 -0.12
Utilities 0.00 0.00 0.00 3.40 7.03 0.24 -0.15 0.00 -0.15
Cash 7.08 0.06 0.00 0.00 0.00 0.00 -0.22 0.00 -0.22
Total 100.00 0.17 0.17 100.00 2.54 2.54 -0.88 -1.49 -2.37
1 Year Attribution
Consumer Discretionary 16.07 18.53 2.95 13.42 1.91 0.30 -0.10 2.37 2.27
Consumer Staples 6.16 -5.07 -0.49 9.30 17.59 1.64 -0.35 -1.48 -1.83
Energy 0.00 0.00 0.00 6.64 -6.41 -0.39 0.62 0.00 0.62
Financials 27.29 0.09 -0.22 17.16 -2.64 -0.72 -0.55 0.77 0.22
Health Care 13.07 19.59 2.45 14.69 -3.39 -0.77 0.13 2.80 2.94
Industrials 4.70 0.69 -0.14 10.33 5.42 0.59 -0.35 0.10 -0.25
Information Technology 17.78 1.15 0.26 19.72 3.60 0.80 -0.01 -0.54 -0.56
Materials 9.41 1.83 0.31 3.19 -1.07 -0.03 -0.04 0.11 0.06
Telecom Services 0.00 0.00 0.00 2.39 23.32 0.58 -0.46 0.00 -0.46
Utilities 0.00 0.00 0.00 3.17 31.42 0.94 -0.78 0.00 -0.78
Cash 5.52 0.17 0.01 0.00 0.00 0.00 -0.03 0.00 -0.03
Total 100.00 5.14 5.14 100.00 2.94 2.94 -1.92 4.12 2.20

Additional Notes 

Source: Factset.

Attribution analysis shows the contribution of indicated factor exposures to a portfolio's relative total return versus a designated benchmark. Results are based on each day's ending holdings, and linked to generate attribution over longer periods. Portfolio returns do not reflect applicable expenses and trading costs, or variations in transaction prices from end of day values.

Allocation Effect 

Measures portfolio's excess return due to over or under-weighting a sector.

Selection Effect 

Measures portfolio's excess return from selecting individual stocks within each sector.

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

About Risk 

Fund performance is sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Management

Biography
William O. Bell IV, CFA

William O. Bell IV, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 1999

Bill Bell is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Bill began his career in the investment management industry in 1995. Prior to joining the firm in the fall of 1999, Bill was a portfolio manager with the Florida State Board of Administration. He was responsible for managing their internal special situation equity fund.

Bill earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since inception
Other funds managed
 
Biography
W. Matthew Hereford, CFA

W. Matthew Hereford, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2002

Matt Hereford is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Matt began his career in the investment management industry in 1995. Prior to joining the firm in December 2002, Matt was affiliated for five years with INVESCO, where he was responsible for managing their Concentrated Equity portfolio.

Matt earned a B.B.A. in international business from the University of Mississippi. He is a CFA charterholder and is a member of the Atlanta Society of Financial Analysts.

Education
  • B.B.A. University of Mississippi
Experience
  • Managed Fund since inception
Other funds managed
 
Biography
Charles B. Reed, CFA

Charles B. Reed, CFA

Vice President and Managing Director
Atlanta Capital Management
Joined Atlanta Capital 1998

Charles Reed is a managing director—core equities and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Chip began his career in the investment management industry in 1989. Prior to joining the firm in 1998, Chip was a portfolio manager with the Florida State Board of Administration responsible for managing their internal special situation equity fund.

Chip earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since inception
Other funds managed
 

Literature

Literature

Fact Sheet

Atlanta Capital Market Commentary

Commentary

Attribution

Annual Report

Full Prospectus

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

SAI

Semiannual Report

Summary Prospectus


 

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    Symbol:  

    NAV as of